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Jul 07 2024

Research Preview: Defining The Mid-Cap Style

  • Jul 7, 2024

The unbounded nature of large-cap and small-cap styles means that they cover a great deal of territory, while mid-cap stands alone as a bounded style, and such limits significantly influence how a fund is classified. On the other hand, multi-cap is intentionally defined with wide latitude, but shares a style category with mid-caps, despite having little else in common.


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About The Author

Scott Opsal / Director of Research & Equities