kyoshino I continue to believe that the cycle will turn to favor both mid-caps and small-caps, as well as dividend plays. Large-cap tech can only be the leader for so long, and mean reversion eventually will kick in. If you’re of the same mindset, then the ProShares S&P MidCap 400 Dividend Aristocrats ETF (BATS:REGL) is…
matdesign24 MidCap Financial Investment Corporation (NASDAQ:MFIC) is a business development company that invests in senior secured debt loans to middle market companies. The company also carries a high dividend yield of 10% and offers an 8% coupon baby bond (MFICL) that is currently trading over par. After covering the income opportunity of MidCap Financial back…
LeoPatrizi Emerging themes present themselves as we venture closer to the second quarter. The momentum trade has begun to sag while value and high-dividend stocks have returned to favor. So far in 2024, the Energy sector leads while Materials, another resource-heavy niche, is the best-performing group of the S&P 500 in the last month. Sneaking…
Andrii Yalanskyi/iStock via Getty Images Thesis We recently wrote a piece on the iShares Core S&P MidCap ETF (IJH), a large ETF representing a cornerstone of investing in the mid-cap space. Today we are going to follow-up on that theme with another name, more specifically the Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK). RWK represents…
Isogawyi/Moment via Getty Images Investment Thesis The success of the Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO) since its Index change on June 21, 2019, strongly indicates the momentum factor has value when applied to S&P MidCap 400 Index stocks. However, it’s essential to understand things were once rocky for this ETF, which is up 17.41%…
DNY59 Investment Thesis This article continues my coverage of the ProShares S&P MidCap 400 Dividend Aristocrats ETF (BATS:REGL), a mid-cap value fund comprised of 50 U.S. stocks that have raised dividends for at least 15 consecutive years. For those catching up, my August 31, 2023, review was not positive, and I predicted REGL would lag…
RomoloTavani SDVY strategy First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) has a portfolio of 100 stocks, a 12-month distribution yield of 2.26%, and a total expense ratio of 0.60%. Distributions are paid quarterly. It started investing operations on 11/1/2017 and tracks the Nasdaq US Small Mid Cap Rising Dividend Achievers™ Index. As described…
J. Michael Jones Introduction Mid-cap stocks have not been the best place to be. Over the past ten years, the iShares Russell 2000 ETF (IWM) has returned roughly 100%, including dividends. During this period, the S&P 500 has returned more than twice as much. Data by YCharts Even worse, in the current environment of elevated…
Shutter2U Today, I would like to discuss the iShares U.S. Small-Cap Equity Factor ETF (NYSEARCA:SMLF), a passively managed vehicle leveraging a sophisticated multi-step small-caps-focused strategy. I have reviewed a few multi-factor and factor rotation strategies in the past, including the WisdomTree U.S. Multifactor Fund (USMF), BlackRock U.S. Equity Factor Rotation ETF (DYNF), and Invesco Russell…
wildpixel MidCap Financial (NASDAQ:MFIC) unexpectedly announced a plan for growth through mergers at its last conference. In the past, our multitude of articles focused on predicting future performance and dividends for either Apollo or its new name, MidCap Financial. Although many questions appear with mergers, the first and most important one concerns dilution. Will the…
brentawp Continuing the series of articles on funds that offer exposure to certain equity echelons, today I would like to review the Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM), an index-based investment vehicle targeting mid-size U.S. stocks. To begin with, what I found under the hood is a rather interesting growth story, mostly manifested in a double-digit…
tadamichi The name “Standard and Poor’s 500” is synonymous with large companies. The S&P 500 Index (SPX) and ETF (SPY) tracks the price-only performance of the top 500 US companies by market capitalization. Rightfully or wrongfully, the S&P 500 Index is the most popular market benchmark for retail investors and is the investment return standard…
eternalcreative/iStock via Getty Images Academic research has long-ago identified the size effect: A tendency of firms with small market capitalizations to outperform those will higher market capitalizations over time. An early paper that made this point is Banz (1981) and the idea was popularized in the academic and practitioner factor literatures by the Fama-French 3-factor…
Matteo Colombo Introduction It’s time to discuss Atkore Inc. (NYSE:ATKR). This industrial midcap player with a market cap of $5.4 billion has become a high-flying outperformer during the pandemic, turning every $1.00 invested into more than $7.00. Data by YCharts What makes this Illinois-based company so special is its focus on margin enhancements in the…
Thomas Faull The iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) covers the sort of businesses that America would have been defined by before the emergence of the massive technology sector. The ETF is highly diversified with 404 holdings, so sectoral comments and general economic outlook will be key to thinking about the dynamics of this ETF….
JHVEPhoto (This article was co-produced with Hoya Capital Real Estate) Introduction I like to view my equity allocation in two parts. One being a set of Core funds like the SPDR S&P MidCap 400 ETF (MDY) that are index-based and cover an entire segment of the equity market. For the second part, I look for…
andreswd/E+ via Getty Images (This article was co-produced with Hoya Capital Real Estate) Introduction With Large-Cap stocks like those held by the SPDR S&P 500 ETF (SPY) performing so well, why worry about gaining exposure to Mid- or Small-Cap stocks is a valid question. Recent history does not match long-term history is one reason; another…