An investor, depending on their risk profile, must diversify their equity portfolio across large-, mid-, and small-cap companies. In 2025, the Nifty 50 delivered a decent 10% return, the Nifty Midcap ...

Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry ...

As a group, mid-cap stocks boast a stronger long-term track record of returns than their large-cap counterparts. This ETF is not only better balanced in terms of sector allocation but also offers a ...

Vanguard Mid-Cap Index Fund offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment. The fund replicates the CRSP US Mid Cap ...

Mid-cap stocks boast a better long-term track record of performance than large caps. This hasn’t been the case of late mostly because of a once-in-a-generation tech revolution. Picking individual ...

“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 ...

Mid-cap ETFs should benefit from a soft economic landing and rate cuts, making now an attractive entry point, versus large-caps. IJH is my preferred pick over IWR, due to its higher quality holdings, ...

VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over ...