1 Fund to Consider Given the Strong Start for Midcaps
Midcaps, especially those with a growth factor skew, are having a strong 2025 so far. Given this, investors may want to consider tilting towards exposure to midcap equities.
AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts
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 adequate diversification is also crucial. With 500+ securities and only about 7% allocated to the top ten, AVMC is designed to replace popular core funds like IWR and IJH. I have AVMC ranked #18/52 overall in the mid-cap blend category for February, primarily due to its solid quality features and attractive value ratios like its 16.99x forward P/E.
Prediction: These 2 Overlooked ETFs Will Beat the S&P 500 Over the Next 10 Years
The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%.
Could Midcaps Be the Real End of 2024 Play?
The market narrative has moved on from the election to the season's latest rate cut. Now, with the year in its final stages and investors looking to reshuffle portfolios, surprising equity segments may be rising into view.
As Yield Curve Returns to Normal, Look to Midcaps
Trying to add some more ETF exposure before the year is through? Now may be the time as the yield curve returned to normal earlier this week for the first time in more than two years.
Watch These 3 ETFs for Rate Cuts This Fall
Rate cuts are coming – the question is, when? Many market watchers are expecting at least one cut this Fall as the U.S. inflation rate has cooled.
