The Mid-Cap Growth investment strategy seeks to generate long-term total returns that outpace those of its benchmark, the Russell Midcap Growth Index.
The portfolio management team seeks to achieve long-term capital appreciation, primarily from equity securities of medium-sized domestic companies positioned to take advantage of new opportunities with the potential for significant growth.
The portfolio management team uses a proprietary quantitative model to identify companies believed to have favorable prospects for strong earnings or sales growth and that are in new and emerging areas of the economy. Ideal investment candidates also have distinctive products or services, and are growing faster than the overall equity market. The team may also invest in companies that they believe to be undervalued based on current earnings, assets, or future growth prospects.
Mid-Cap Growth portfolios are subject to certain risks such as market and investment style risk. Investments in small- to medium-sized corporations are more vulnerable to financial risks and other risks than larger corporations and may involve a higher degree of price volatility than investments in the general equity markets.
This material is provided for informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate.