Financial Literacy

The Vanguard Mid Cap Index maintains a five-star Morningstar Return Rating and has seen positive returns for 15 out of the last 20 years.

The S&P SmallCap 600 Index is a cap-weighted index fund that widens the parameters of traditional small cap consideration.

Mid cap mutual funds have a specific focus on mid cap companies within the $2 billion to $10 billion range on the market.

The CRSP US Small Cap Index focuses on the smallest public companies, tracking price movements in a cap-weighted capacity.

Small cap futures are a speculative investment in hopes of capitalizing on the appreciation of a specific stock or index investment.

A small cap stock index is for investors who like the appeal of small cap stocks and want to capitalize on their potential upside.

Let’s dive deeper into the difference between small cap vs. mid cap, and the pros and cons of investing in these companies.

Small cap mutual funds are a collection of undervalued stocks tha are selected and managed by an investment professional for you.