Tag Archives: midcap
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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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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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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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…