1 Fund to Consider Given the Strong Start for Midcaps

Midcaps, especially those with a growth factor skew, are having a strong 2025 so far. Given this, investors may want to consider tilting towards exposure to midcap equities.

ETF Trends • Feb 25, 2025

AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts

AVMC is led by five portfolio managers at Avantis Investors. Their investment objective is to outperform a benchmark like the Russell MidCap Index by emphasizing quality and value. Maintaining adequate diversification is also crucial. With 500+ securities and only about 7% allocated to the top ten, AVMC is designed to replace popular core funds like IWR and IJH. I have AVMC ranked #18/52 overall in the mid-cap blend category for February, primarily due to its solid quality features and attractive value ratios like its 16.99x forward P/E.

Seeking Alpha • Feb 5, 2025

Prediction: These 2 Overlooked ETFs Will Beat the S&P 500 Over the Next 10 Years

The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%.

The Motley Fool • Jan 6, 2025

Could Midcaps Be the Real End of 2024 Play?

The market narrative has moved on from the election to the season's latest rate cut. Now, with the year in its final stages and investors looking to reshuffle portfolios, surprising equity segments may be rising into view.

ETF Trends • Nov 8, 2024

As Yield Curve Returns to Normal, Look to Midcaps

Trying to add some more ETF exposure before the year is through? Now may be the time as the yield curve returned to normal earlier this week for the first time in more than two years.

ETF Trends • Sep 6, 2024

Watch These 3 ETFs for Rate Cuts This Fall

Rate cuts are coming – the question is, when? Many market watchers are expecting at least one cut this Fall as the U.S. inflation rate has cooled.

ETF Trends • Jul 23, 2024

Make More Room for Midcap Investing

With some investors concerned with being overweight in large-cap equities, midcap investing can work as a great alternative. As the name would suggest, midcaps can provide the “best of both worlds” between small and large-cap equities.

ETF Trends • Jun 12, 2024

3 Active ETFs for Midcap Investing's Moment

Is now the time for midcap investing? The signs are starting to appear.

ETF Trends • Mar 14, 2024

Invest in the Next Big Thing With These Midcap ETFs

Companies situated in the middle of the market capitalization range could be on the cusp of breaking out. In midcap companies, investors could get exposure to the market's next big thing.

ETF Trends • Feb 20, 2024

Strike a Balance Between Value & Growth With Midcap ETFs

Small cap companies can offer investors more performance in the throes of a market rally. But the more risk averse may not want to add the extra volatility to their portfolios.

ETF Trends • Feb 1, 2024