In the mid-cap segment of the market, value outperformed growth Looking back In the fourth quarter,USequities posted a positive return with theS&PComposite 1500 Index returning 2.22%. Performance was volatile in the quarter; all of the returns were generated in November during the post-election ...
Large-cap stocks (S&P 500 Index, 2.41%) outperformed mid-cap stocks (S&P Midcap 400 Index, 0.34%) which outperformed small-cap stocks (S&P Smallcap 600 Index, -0.58%). Mid-cap value stocks (S&P 400 Value Index, 1.55%) outperformed mid-cap growth stocks (S&P 400 Growth Index, -0.79%...
Midcap Funds.This article offers ideas on investing in midcap funds.WherryRobEBSCO_bspWall Street Journal Eastern Edition
Mid-Cap Growth Funds Max Offer Price as of Jan 08, 2025 $44.33 Turnover Percent in the Annual Report as of May 31, 2024 48.00% Portfolio Characteristics Number of Holdings as of Nov 29, 2024 68 P/E Ratio - Forward as of Nov 29, 2024 ...
Russell MidCap Value Index Morningstar Category Mid-Cap Value CUSIP 09255V401 Open to New Investors Yes Size of Class (Millions) as of Jan 03, 2025 $30.9 M Asset Class Equity Distribution Frequency Annual Lipper Classification Mid-Cap Value Funds ...
Parnassus Mid Cap Fund Investor Shares-4.099.99-0.945.387.618.59 Russell Midcap Index0.6215.343.799.929.639.95 Calendar year returns -0.87%-0.87%16.07%16.07%15.79%15.79%-6.64%-6.64%28.75%28.75%14.88%14.88%16.39%16.39%-21.56%-21.56%12.67%...
Columbia Mid Cap Index Fund Institutional Class (NMPAX) US Funds 创建提醒 添加至投资组合 14.74 -0.11 -0.74% 12/02 - 延迟数据. USD 货币 类型: 基金 市场: 美国 发行商: Columbia 资产类别: 股票 晨星评级: 总资产: 1.1B Columbia Mid Cap Index Z 14.74 -0.11 -0.74% 总况 图表 ...
Parnassus Mid Cap Fund Institutional Shares-4.0410.21-0.745.617.848.04 Russell Midcap Index0.6215.343.799.929.639.62 Calendar year returns -0.65%-0.65%16.28%16.28%16.04%16.04%-6.39%-6.39%29.02%29.02%15.16%15.16%16.63%16.63%-21.41%-21.41%12.9...
Russell MidCap Index (USD) Morningstar Category Mid-Cap Blend CUSIP 09258N307 Open to New Investors Yes Net Assets of Fund as of Jan 10, 2025 $2,017,269,702 Asset Class Equity Distribution Frequency Quarterly Lipper Classification Mid-Cap Core Funds ...
The Vanguard Mid-Cap ETF is one of the largest passive index funds in the mid-cap market segment. The fund uses an index replication strategy to track the holdings and performance of the CRSP U.S. Mid Cap Index. As of June 17, 2021, the fund has a year to date NAV return of 13.73...