Mid-caps: The Best Of Both Worlds

20 Nov 2023

by Irene Tunkel, Chief Strategist Guy Russell, Associate Vice President

Mid-caps are the best of both worlds and are an excellent strategic overweight thanks to their size premium, but also better financial quality and higher dividend yield than Small. We are bullish on Mid near term and believe that this may be a great trade. We will initiate a position in the S&P 400 as a tactical overweight but will monitor it very closely.

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