KAR Portfolio Manager Jon Christensen discusses the potential of mid-cap stocks in his FA Magazine article citing that over the last 20 years, the mid-cap index has delivered returns comparable to those of large caps.
In a period marked by extreme concentration in large-cap assets, mid-cap stocks offer investors much-needed portfolio security and diversification. Christensen highlights the advantages of mid-cap assets based on their structure, scale, and historic performance, urging investors to explore these opportunities further. With interest rates lowering and the market’s capricious nature, mid-cap stocks stand to gain the most and demonstrate durability in any market condition.
Discover why mid-cap stocks could be the key to a more risk-adjusted and diversified portfolio. Read the article here: Mid Cap Stocks Offer Portfolio Security and Diversification Potential
The commentary is the opinion of Kayne Anderson Rudnick (KAR). This material has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities. KAR has chosen to include the securities in this commentary based upon objective criteria. It should not be deemed as a recommendation to purchase the securities mentioned, and it should not be assumed that securities recommended in the future will be profitable.
Indexes are unmanaged and not available for direct investment.
All investments carry a certain degree of risk, including possible loss of principal.
