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Tag Archives: midcap

Mar 17, 2024

Australian Mid Caps: A Sweet Spot for Diversification and Historical Outperformance

The S&P/ASX MidCap 50 was up 5.35% in February, outperforming the S&P/ASX 50—which posted 0.25%—by more than 5%. This was the largest relative outperformance of the mid-cap segment compared to large caps in a single month since October 2008. A closer look at Australian mid caps, as measured by the S&P/ASX MidCap 50, shows the…

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Feb 22, 2024

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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Jun 2, 2022

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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Dec 2, 2020

A European Perspective on the U.S. Mid-Cap Sweet Spot

Should European investors be looking beyond large-cap U.S. equities for core exposure? S&P DJI’s Tim Edwards and State Street Global Advisors’ Rebecca Chesworth explore the case for U.S. mid-caps through broad and tactical sector exposures.  

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Apr 27, 2020

Is Mid-cap Outperformance an Illusion?

S&P DJI’s Craig Lazzara explains how style drift could be responsible for inflating the perception of active manager skill. Read the Performance Trickery blogs at: www.indexologyblog.com

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May 18, 2017

MidCap: A Sweet Spot in the Indian Equity Market

The mid-cap space has often been described as the “sweet spot” of equity investing—and with good reason.  Mid-cap companies tend to offer a balance between the high growth (and high risk) offered by small caps and the stability (but relatively slower growth) of large caps.  Additionally, Indian mid-caps have a more diverse sector representation than…

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