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Add Mid-Caps Tool

Making an allocation to mid-caps as part of a diversified portfolio that includes large and small cap stocks may improve portfolio performance. Compare rolling returns of mid-cap stocks to large and small cap stocks over the last 30+ years.

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Additional Resources

Ceredex Mid-Cap Value Equity Fund Investment Idea
Ceredex Mid-Cap Value Equity Fund PM Perspectives
Ceredex Mid-Cap Value Equity Fund Fact Sheet
Ceredex Value Funds Focus

Index Definitions:

Russell 1000 Index is a market capitalization-weighted index, composed of approximately 1,000 of the largest companies in the U.S. equity markets.

Russell 2000 Index measures the performance of the small cap segment of the U.S. equity universe, including approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.

Russell Midcap Index is a market capitalization weighted index representing the smallest 800 companies in the Russell 1000 Index.

Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company.

Information provided is general and educational in nature, is for informational purposes only, is not intended as individual or specific advice, and is not intended to be authoritative. All information contained herein is believed to be correct, but accuracy cannot be guaranteed. This information may coincide or conflict with activities of the portfolio managers. It is not intended to be, and should not be construed as, investment, legal, estate planning, or tax advice. RidgeWorth does not provide legal, estate planning, or tax advice. Investors are advised to consult with their investment processional about their specific financial needs and goals before making any investment decisions. Past performance is not indicative of future results.

All investments involve risk. There is no guarantee a specific investment strategy will be successful. Individual investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Equity securities (stocks) may be more volatile and carry more risks than other forms of investments, including investments in high grade fixed income securities. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value. Dividends reflect past performance and there is no guarantee they will continue to be paid. Mid-capitalization funds typically carry additional risks since smaller companies generally have a higher risk of failure.