Mid-cap stock funds can offer earlier access to growing companies than large-cap funds while adding less volatility to a portfolio than small-cap funds. All four of these funds offer a solid track ...

AVMC is led by five portfolio managers at Avantis Investors. Their investment objective is to outperform a benchmark like the Russell MidCap Index by emphasizing quality and value. Maintaining ...

Blend funds, also known as hybrid funds, aim for value appreciation through capital gains. They owe their origin to a graphical representation of a fund’s equity-style box. In addition to ...

Those with a high-risk appetite as well as an interest in growth and value investing may chose small-cap blend mutual funds to boost their portfolio. While blend funds, also known as “hybrid funds,” ...

Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility by investing in both value and growth stocks. Blend funds, also known as “hybrid ...

Large-cap stocks have dominated in recent years, leaving the average mid-cap blend fund trailing the broader market. However, a few mid-cap blend funds have kept up, including the Vanguard US Momentum ...

A favorable macroeconomic landscape, along with U.S. Federal Reserve Chairman Jerome Powell’s keynote speech at the annual Jackson Hole Economic Policy Symposium, has reinstated investors’ confidence.