At the time of global recession in 2007 - 08, the small cap companies had a higher drawdown in comparison to the large
mid cap companies which led to higher dividend yield of the small cap companies in that period.
Not exact matches
In this white paper, we examined the impact of ASX Listing Rule 7.1 A,
which went into effect in August 2012 and gave
mid to small
cap companies the ability to raise additional equity capital.
Goldman Sachs funds can have a mixture of
mid cap and small
cap companies which have been selected as offering a high quality growth.
There are several subsets within each objective, such as large,
mid or small -
cap growth,
which dictates the size of the
companies in
which the fund will invest in order to achieve its objective of growth.
So choose diversified funds
which invest money in all
caps (large
cap,
mid cap, and small
cap companies).
Equity (Stock) Funds - Mutual funds
which invest primarily in
companies» stocks are subdivided based on the market capitalization of the stocks in
which they invest (small,
mid, or large -
cap).
Currently, I consider Smaller
companies fund a confused one,
which calls itself smaller
companies fund but has most investments in
mid caps.
An investment in the Gator Focus Fund is subject to special risks including but not limited to, small and
mid cap companies securities risk
which is subject to the potential for increased volatility as a result of investing in securities that are more volatile compared to investments in more established
companies.
Franklin has created its own quality - based indexes, such as the LibertyQ U.S. Large
Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatili
Cap Equity Index,
which is composed of 246 U.S.
mid and large
cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatili
cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatility.
Equity 1) HDFC balance fund - 15 % (5 % of this balance fund goes to debit fund) 2) HDFC
mid cap oppurtunity 10 % 3) Axis long term equity fund - for ELSS 40 % 4) Franklin smaller
companies fund 10 % I do not have separate large
cap allocation because Axis ELSS spent 75 % in large
cap (75 % of my 40 % allocation = 30 % for large
cap plus there is some 50 % large
cap in HDFC balance
which makes total 37 % allocation to large
cap, 33 % to
mid / small
cap and 30 % to debit fund)
The foreign equity exposure in the ETF portfolio comes from Vanguard's VXC,
which tracks US and international markets, including large,
mid and small -
cap companies.