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From the middle child to middle seats, we often overlook the stuff in-between.
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<p style="margin:0;margin-bottom:16px">
<strong>
But when it comes to investing, you might want to be in the middle.
</strong>
</p>
<p style="margin:0;margin-bottom:16px">
See,
<strong>
large caps
</strong>
have scale and sway – but red tape can slow them down. Plus, some of the very biggest US stocks look crowded, with eye-watering valuations.
<strong>
Small caps
</strong>
are nimble, but less stress-tested and more prone to sudden failures.
</p>
<p style="margin:0;margin-bottom:16px">
In between the two are
<strong>
mid caps
</strong>
. You probably hear less about them: large caps have historically received twice as much coverage from fundamental analysts
<sup>
1
</sup>
, and small caps usually get more attention from academics.
<sup>
2
</sup>
<strong>
But mid caps are overlooked.
</strong>
</p>
<p style="margin:0;margin-bottom:16px">
<strong>
Mid caps
</strong>
combine the benefits of smaller companies (untapped potential and flexibility) with the sturdiness of bigger ones (seasoned management, more funding, and steady balance sheets).
</p>
<p style="margin:0;margin-bottom:16px">
They offer diversification opportunities, too, helping to avoid sector concentration that’s common in indexes tracking large and small caps.
</p>
<p style="margin:0">
That may be why
<a style="text-decoration: underline; color: #204ce9;" target="_self">
MDY, State Street’s mid-cap ETF
</a>
<strong>
,
</strong>
has achieved steady growth for years: it’s risen around 86% in the last five years, and some 5% for this one alone.
<sup>
3
</sup>
</p>
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<img alt="MDY - Mid Caps Makes All The Difference - Learn more - State Street Investment Management" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fmedia.sailthru.com%252Ffss%252Fflbsxd%252Fc0141387-e677-4473-b6f0-afb167483664%252FSSIM_Finimize_1000x500_MDY3.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZtZWRpYS5zYWlsdCIsInRpbWUiOjE3NjI5NjEzNTQuMjQyMzczMn0:1vJCmY:1MAsakMzSXYkCyfASgkATyglGvEq7qIzB8PUfoDyEk0" style="display:block;height:auto;border:0;width:100%" title="MDY - Mid Caps Makes All The Difference - Learn more - State Street Investment Management" width="598"/>
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<p style="margin:0;margin-bottom:16px">
Now, mid caps don’t have the same clout as bigger firms. That means you might feel less comfortable picking out mid-cap stocks – and if so,
<strong>
State Street’s MDY
</strong>
(
<strong>
SPDR® S&P MIDCAP 400® ETF Trust)
</strong>
could be a straightforward fix. The ETF is designed to help investors “own the middle”: it tracks the S&P 400® Index, providing diversified exposure across industries from IT to healthcare and energy.
</p>
<p style="margin:0">
Of course, it’s created and managed by
<a style="text-decoration: underline; color: #204ce9;" target="_self">
State Street Investment Management
</a>
– one of the world’s biggest asset managers, trusted with over $5 trillion worth of assets.
<sup>
4
</sup>
You can see all the stats here:
<a style="text-decoration: underline; color: #204ce9;" target="_self">
MDY’s holdings, returns, asset values, and the rest
</a>
.
</p>
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<p style="margin:0;margin-bottom:16px">
<strong>
Footnotes:
</strong>
</p>
<p style="margin:0;margin-bottom:16px">
<sup>
1
</sup>
Bloomberg L.P.; as of March 31, 2025 based on the average number of analyst recommendations received by each firm in the S&P 500 and S&P 400 index.
</p>
<p style="margin:0;margin-bottom:16px">
<sup>
2
</sup>
A search on the research repository website
<a style="text-decoration: underline; color: #204ce9;">
www.ssrn.com
</a>
, the Social Science Research Network, for the words “Small Cap” or “Small Stocks” reveal there are 508 papers written on small caps. A search for “Mid Cap” or “Mid Cap Stocks” reveals 134 papers.
</p>
<p style="margin:0;margin-bottom:16px">
<sup>
3
</sup>
Bloomberg Finance L.P., as of September 30, 2025.
</p>
<p style="margin:0">
<sup>
4
</sup>
This figure is presented as of June 30, 2025 and includes ETF AUM of $1,689.83 billion USD of which approximately $116.05 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.
</p>
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<p style="margin:0;mso-line-height-alt:16.8px">
<strong>
Important Risk Information
<br/>
<br/>
</strong>
</p>
<p style="margin:0;mso-line-height-alt:16.8px">
<strong>
Before investing, consider the funds’ investment objectives, risks, charges, and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1-866-787-2257 or visit
</strong>
<a style="text-decoration: underline; color: #43454d;">
<strong>
www.statestreet.com/im
</strong>
</a>
<strong>
. Read it carefully
</strong>
.
<br/>
<br/>
</p>
<p style="margin:0;mso-line-height-alt:16.8px">
Investing involves risk. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent) State Street Global Advisors (SSGA) is now State Street Investment Management.
<a style="text-decoration: underline; color: #43454d;">
Please click here for more information.
</a>
</p>
<p style="margin:0;mso-line-height-alt:16.8px">
<br/>
Adtrax: 8473541.1.1.AM.RTL MID001282
<br/>
<br/>
</p>
<p style="margin:0;mso-line-height-alt:16.8px">
Expiration : 10/31/26
</p>
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1 week, 4 days ago - hello@finimize.com
Goldilocks was onto something… From the middle child to middle seats, we often overlook the stuff...