A Mid Cap Marvel with Value and Momentum to Boot
April 21, 2021
Capturing momentum can help identify an uptrend, while value often points to companies with strong fundamentals. Together, this duo forms the basis of the
Mid cap companies can help give investors the stability of large cap funds when markets are volatile. At the same time, mid caps can also capture the growth characteristics that small cap equities are known to exhibit.
Furthermore, the fund gives investors baseline exposure to factor investing. With a tilt toward value and momentum, investors can capture fundamental analysis as well as price action toward the upside.