Mid-sized companies with between $1.5 billion and $27 billion of market capitalization represent one of the most attractive segments of the equity market.

Over the past 20 years, mid- cap stocks have consistently delivered better risk-adjusted returns than both large- and small- cap equities.1 Mid- cap companies may offer investors greater growth potential than larger, more mature businesses with less risk and volatility than smaller cap companies.

Yet U.S. equity investors remain underexposed to mid -cap stocks. Though mid-caps make up 27% of the U.S. equity market, they represent only 14% of U.S. mutual fund assets.2

Investors seeking greater long-term growth potential than large- cap equities may offer, with less volatility than small caps exhibit, should consider increasing their allocation to mid -cap stocks.

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