A flexi-cap fund invests across companies without any market capitalisation limits. Money is allocated based on market ...

Both funds spread your money across large, mid and small companies, but the way they do it — and the kind of investor they suit — is quite different.

Apple (AAPL), and Microsoft (MSFT) control over 20% of S&P 500 (SPY). Technology represents 33.8% of the index. S&P MidCap ...

IJJ ETF review: fair fees and diversified mid-cap value exposure, but cyclical/financial-heavy. Read the full analysis here.

“We have been net sellers of large and mega-cap companies and buyers of mid-cap companies.” That’s what value investor Brian Selmo of First Pacific Advisors told me recently on Morningstar’s The Long ...

The valuation gap between large-cap growth and mid-cap value is historically wide. Mid-cap value stocks trade at 12-15x earnings with 3-5% dividend yields. Main Street Capital yields 7.01% with ...

The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.

There's a lot to like with this Vanguard ETF. Often overlooked, mid-cap stocks are important diversifiers in large-cap-heavy portfolios. With this ETF, investors don’t have to pick stocks in a tricky ...

Over the last 12 months, mid-cap growth funds have returned 10.94%. On an annualized rate, mid-cap growth funds have returned 9.20% over the last three years and 8.62% over the last five. That ...