Small and
Medium Capitalization Companies: The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies.
Medium capitalization companies tend to be more susceptible to adverse business or economic events than large capitalization companies, and there is a risk that the securities of
medium capitalization companies may have limited liquidity and greater price volatility than securities of large capitalization companies.
Investments in lesser - known, small and
medium capitalization companies may be more vulnerable than larger, more established organizations.
It sounds good to have about a 25 % of the portfolio placed on small and / or
medium capitalization companies.
You should also allocate a portion on emerging markets, which offer potentially - higher returns (but higher risks too, I'm afraid) and small /
medium capitalization companies.
Securities of small and
medium capitalization companies may be subject to more abrupt or erratic market movements than those of larger, more established companies or the market averages in general.
Not exact matches
Medium - cap -
Medium - cap - is a
company with a market
capitalization of over one billion dollars, but below the five billion dollars, a
company with a market
capitalization over two hundred fifty billion dollars is a giant or mega cap
company.
Medium and Small
Capitalization Company Risk.
Compared to investment
companies that focus only on large
capitalization companies, the Fund's NAV may be more volatile because it also invests in
medium and small
capitalization companies.
While our focus is middle - and small -
capitalization companies, our go deep philosophy typically results in our coverage of large,
medium, and small
companies across each sector; overall about one - third of our global coverage universe is large cap
companies.
The Fund invests in large -
capitalization companies that may underperform other stock funds (such as funds that focus on small - and
medium -
capitalization companies) when stocks of large -
capitalization companies are out of favor.
Companies with a high market capitalization are referred to as large caps; companies with medium market capitalization are referred to as mid caps; and companies with small capitalization are referred to as sm
Companies with a high market
capitalization are referred to as large caps;
companies with medium market capitalization are referred to as mid caps; and companies with small capitalization are referred to as sm
companies with
medium market
capitalization are referred to as mid caps; and
companies with small capitalization are referred to as sm
companies with small
capitalization are referred to as small caps.
Small - and
medium -
capitalization companies tend to have limited liquidity and greater price volatility than large -
capitalization companies.
Small and
medium -
capitalization companies may have more limited liquidity and greater price volatility than large -
capitalization companies.
Seeks capital appreciation by investing in U.S.
companies with
medium - market
capitalizations that have improving fundamentals and reasonable valuations.
The Fund currently defines
medium - market
capitalization companies as those with a market
capitalization within the market
capitalization range of the
companies represented in the Russell Midcap ® Index.
The Fund invests in common stocks of U.S.
companies with
medium - market
capitalizations.
Investments in small - and
medium -
capitalization companies may involve a higher degree of risk and volatility than investments in larger, more established
companies.
In the investing world, small
companies (usually under $ 1 billion in market
capitalization) are known as small caps,
medium sized
companies (usually $ 1 to $ 10 billion in market
capitalization are known as mid caps, while the largest
companies (greater than $ 10 billion in market
capitalization) are known as large caps.
Generally, small - and
medium - sized
companies have a market
capitalization of less than $ 10 billion.
The Chautauqua Global Growth Fund invests primarily in equity securities of both U.S. and non-U.S.
companies with
medium to large market
capitalizations (i.e., those with market
capitalizations in excess of U.S. $ 5 billion at the time of purchase).