Tag Archives: Mid-cap equities
How Sector Neutrality Influences Risk/Return in S&P Dividend Aristocrats
What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.
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diversification, ETFs, high yield dividend growers, indexing, large-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector-neutrality, sectors, small-cap equities, U.S. Equities
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- diversification, ETFs, high yield dividend growers, indexing, large-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector-neutrality, sectors, small-cap equities, U.S. Equities
Magnificent Mid Caps and Sensational Small Caps
U.S. equities rose in 2023, with the mega-cap “Magnificent Seven” driving most of the S&P Composite 1500®’s 25% gain. While mega caps continued to outperform in January 2024, not all seven of the aforementioned group ranked highly. This has led to some market commentators looking to coin new phrases: “Sensational Six” or “Super Six” (the…
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Why Do U.S. Mid-Cap Equities Matter?
Take a deep dive into the S&P MidCap 400 as S&P DJI’s Hamish Preston and Sherifa Issifu explore what makes the S&P 400 relevant globally and the distinctive sector and risk/return characteristics of this slice of the U.S. equity market.
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The S&P MidCap 400: An Overlooked Gem
The S&P MidCap 400® is an often-overlooked member of the S&P Composite 1500® series, despite outperforming the S&P 500® and S&P SmallCap 600® since 1994 (see Exhibit 1).1 The mid-cap U.S. equity index also weathered the market volatility slightly better during the first five months of 2022 by falling less than 11%, compared to a…
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Exploring the Potential Implications of Market Reversals
How has the market’s response to the pandemic impacted the potential opportunity set? S&P DJI’s Anu Ganti and Hamish Preston examine where market reversals took place and what they could mean for active management and asset allocation strategies moving forward. Read on: Style Bias and Active Performance
Sector Analysis of the S&P MidCap 400®
U.S. mid-cap equities – as represented by the S&P MidCap 400 – outperformed both their larger and smaller counterparts since the early 1990s. In decomposing relative returns, sector analysis can be useful to understand the drivers of performance. For example, the S&P MidCap 400’s underweight position in Information Technology at the start of the 21st…
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Australian Markets: Mid Caps a Sweet Spot for Investors
We have previously taken a dive into performance differences between Australian market cap segments and observed that mid caps offer a “sweet spot” for market participants. Year-to-date, this message continues to resonate—the S&P/ASX MidCap 50 has returned 10.1% as of July 13, 2017. Meanwhile, corresponding large-, small-, and broad market indices have returned measurably less…
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