Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the State Street SPDR S&P 400 Mid Cap Value ETF (MDYV), a passively managed exchange traded fund launched on November 8, 2005.
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the State Street SPDR S&P 400 Mid Cap Value ETF (MDYV), a passively managed exchange traded fund launched on November 8, 2005.
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the State Street SPDR S&P 400 Mid Cap Value ETF (MDYV), a passively managed exchange traded fund launched on November 8, 2005.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 7,489 | $418,752.75 | $710,069.53 | $291,316.78 | 69.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,170 | $568,628.31 | $677,242.35 | $108,614.04 | 19.1% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 5,198 | $401,372.68 | $490,379.32 | $89,006.64 | 22.18% |
| AC Adam Claypool First Community Trust Na | 41 | $3,257 | $3,880.24 | $623.24 | 19.14% |
| RR rosemary richard WCG Wealth Advisors LLC | 248,762 | $19.28M | $23.48M | $4.2M | 21.76% |
| ARCA Exchange | US Country |
The fund operates within the financial services sector, focusing primarily on investment in the mid-capitalization value segment of the U.S. equity market. It aims to replicate the performance of the index that measures the performance of this market segment, by investing at least 80% of its total assets in securities that comprise the index. The fund's investment strategy revolves around holding a portfolio that mirrors the risk and return characteristics of the index, which might involve purchasing a subset of the securities in the index.
These products are designed to closely follow the performance of the specified index. The fund invests substantially all, but at least 80% of its total assets in the securities comprising the index. This approach seeks to offer investors exposure to the mid-capitalization value segment of the U.S. equity market, replicating the index's performance as closely as possible.
Understanding the importance of risk management, the fund selects a subset of securities from the index that aims to maintain the overall risk and return characteristics of the index. This strategy is intended to provide investors with a potentially less volatile investment option, while still participating in the opportunities presented by the mid-capitalization value segment of the U.S. equity market.