In my first three articles, we hit on the broad U.S. Large-Cap arena—Blend, Growth and Value. All three provided some interesting findings on the hugely debated subject matter relative to the institutional investment space. In this article, we’re going to round out the U.S. core equity investing space by analyzing both the Mid-Cap Blend and Small-Cap Blend. Again—keep in mind, I’m using Morningstar Direct as my source of screening, testing and research on return/expense data points. So how does the U.S. Mid-Cap Blend space fare in the debate? My points of fund screening include the following:
- Morningstar Category : Mid-Cap Blend
- Equity/Style Box (Long): Mid-Cap Blend
- Investment Area: United States
- Fund Inception Date: Earlier than Dec. 31, 1999 (For a true picture of a 15-year return period comparison, as anything shorter than 10 years, I believe, can easily be misinterpreted.)
- Fund Share Class: Institutional Only
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Andy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), and WMS (Wealth Management Specialist). As an advisor, Andrew specializes in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.