Monday, May 08, 2006

"The Middle Ground: Mid-cap stocks find themselves in an unusual place--the spotlight--after a strong showing in 2005" by Susan B Weiner, CFA

It's hard out here for mid-caps. Despite their strong performance in 2005--when the fund category gained 9.28%, compared with 5.97% for large caps and 6.09% for small, according to Morningstar--there's no denying that mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. "Mid-cap equities represent approximately 20% of the total value of the U.S. stock market but account for less than 15% of assets in U.S. equity mutual funds," says Chris Bowen, a portfolio manager for the Wasatch Heritage Growth Fund. "

Click here to read the rest of my article in Financial Planning magazine.



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