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Use Mid Caps to Make a Positive Difference in Your Portfolio

Discover the untapped potential of mid caps to help enhance portfolio returns.

Omitting Mid Caps Can Be Costly

Mid-cap stocks have a total market cap of $2.4 trillion,¹ yet many diversified portfolios don’t include a mid-cap allocation. What do you miss by skipping mid caps? The potential for enhanced returns.

With our whitepaper, you can:

• Uncover Growth Opportunities
Learn why mid-cap stocks have the potential to outperform large- and small-cap stocks.

• Tap Into the Power of Mid Caps
Discover how mid caps can provide a perfect balance between growth potential and stability.

• Gain Exclusive Insights
Get strategies from experts at State Street Global Advisors SPDR and implement these tactics.

• Empower Your Decision Making
Equip yourself with the knowledge and tools to identify high-potential mid-cap opportunities.

¹Morningstar, as of March 2023, in Large Blend, Mid-Cap Blend, and Small-Cap Blend categories. Large-Cap Blend has $5.5 trillion, Mid-Cap Blend has $544 billion, and Small-Cap Blend has $510 billion which indicates an overweight to small-caps.

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Investing involves risk including the risk of loss of principal.

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The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

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