Creating a Nice Blend With Mid Cap Funds

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Mid Cap Blend Style Analysis 1Q15

The Mid Cap Blend style ranks eighth out of the 12 styles as detailed in the 1Q15 Style Ratings report and receives our Dangerous rating. The Mid Cap Blend style as a whole outperformed the Russell 3000 in 2014, rising 14% to the Russell’s 11%. It was the second best performing style last year, surpassing Large Cap, All Cap, and Small Cap styles in terms of performance. While a 14% annual return is nothing to be ashamed of, there’s greater value here for investors that play their cards right.

Photo Credit: Spreng Ben (Flickr)

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