Related: A Smart Beta Mid-Cap ETF Opportunity
While mid-cap growth may face some near-term challenges, the long-term performance of this combination is impressive.
“Over the trailing 15-year time period, through July 31, 2018, the average mid-cap growth fund returned about 10% relative to the average mid-value fund’s return of closer to 9%. This includes 2008 where the average mid-cap growth fund declined almost 44% relative to mid-cap value’s loss of about 37%,” according to Morningstar.
For more information on mid-caps, visit our mid-cap category.