Updated Tuesday, July 22, 2014 as of 3:32 PM ET
Mid-Cap's Role
Wednesday, February 1, 2012
Partner Insights

The base asset in many portfolios is large-cap U.S. equity. However, mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance.

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