Tag Archives: S&P MidCap 400
Tracking the Mid-Cap Equity Sweet Spot
Is there a mid-cap equity sweet spot? Take a fundamental look at the S&P MidCap 400, including key performance drivers, sector and revenue exposures, as well as a new sustainability screened index built on the S&P 400 with State Street Investment Management’s Ryan Reardon and S&P DJI’s Hamish Preston.
- Categories Equities
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Indicization Nation
To indicize means to provide, in passive form, a strategy formerly available only via active management. Until the early 1970s, there were no index funds; all assets were managed actively. The shift of assets from active to passive management is one of the most important trends in modern financial history. Our recent Annual Survey of…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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Scoring & Screening Mid-Cap Leaders
In a previous analysis, we examined the S&P MidCap 400® Scored & Screened Index, derived from the S&P MidCap 400 broad market benchmark. The S&P MidCap 400 Scored & Screened Index showed key characteristics such as lower concentration compared to the S&P 500®, as well as similar industry weights to the S&P MidCap 400. In…
- Categories Sustainability
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Introducing the S&P MidCap 400 Scored & Screened Leaders Index
Launched in April 2025, the S&P MidCap 400® Scored & Screened Leaders Index provides a new benchmark for measuring the performance of companies with higher-than-average ESG scores while excluding companies that derive revenue from specified business activities, or are non-compliant with the United Nations Global Compact. A Sizeable Market Segment With a market capitalization larger…
- Categories Sustainability
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- Sustainability
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Celebrating 30 Years of the S&P Composite 1500
Launched on May 18, 1995, the S&P Composite 1500® (the S&P 1500™) celebrated its 30th anniversary yesterday. Designed for investors looking to replicate the performance of the U.S. equity market or to benchmark against a representative universe of tradeable stocks, the S&P 1500 combines the S&P 500®, S&P MidCap 400® and S&P SmallCap 600® indices…
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Beyond Large Caps: Exploring the S&P MidCap 400 and S&P SmallCap 600
The S&P Composite 1500® serves as a benchmark for the U.S. equity market, aggregating the performance of large caps, mid caps and small caps. While the S&P 500® has global relevance, there is a universe beyond the S&P 500 that market participants sometimes overlook. The mid- and small-cap segments, as measured by the S&P MidCap…
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Diversifying Exceptionalism
Despite recent sharp U.S. market declines after the Federal Reserve signaled fewer than expected rate cuts, much of recent year-end market commentary has been focused on U.S. exceptionalism and the divergence of U.S. equities compared to the rest of the world. The S&P 500® was up 24.8% YTD through Dec. 18, 2024, reaching 57 all-time…
- Categories Equities, S&P 500 & DJIA
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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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The Relative Value of Insights
Many investors use the start of the year to make predictions for the upcoming year and to think about ways to express views on these themes. This undertaking is not guaranteed to add value: predicting the future is incredibly difficult and success requires correctly predicting both the drivers of future performance and the upcoming impact…
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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