WEBCASTS
Mid-Cap ETFs:
Why Diversifying Away From Mega-Caps Makes Sense Now
Investors tend to focus on the most prominent names in the markets and many will overlook the growth opportunity in the middle-sized segment. John Hancock Investment Management and ETF Trends will focus on the middle capitalization-weighted companies and ways financial advisors can enhance their portfolio with a mid-cap strategy.
SUMMARY
Topics will include:
- An overview of the various market capitalization segments and how mid-caps can stand out
- Why investors should consider mid-caps in today's market
- Highlight multifactor strategies to help investors better navigate the mid-cap category
- How financial professionals can incorporate a mid-cap strategy into a diversified investment portfolio
NOT accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Joseph Hohn
Senior Portfolio ManagerDimensional Fund Advisors
Matthew Miskin
Co-Chief Investment StrategistJohn Hancock Investment Management
Michelle Fuller
Senior Managing Director, Head of ETF DistributionJohn Hancock Investment Management
Tom Lydon
CEOETF Trends
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Important Disclosures
Please note that this webcast is open to institutional investors and investment professionals only.
Investing involves risks, including the potential loss of principal. There is no guarantee that a fund’s investment strategy will be successful.
John Hancock Multifactor ETF shares are bought and sold at market price (not NAV), and are not individually redeemed from the fund. Brokerage commissions will reduce returns.
Clients should carefully consider a fund’s investment objectives, risks, charges, and expenses before investing. To request a prospectus or summary prospectus with this and other important information, call us at 800-225-6020, or visit us at jhinvestments.com/etf.
John Hancock ETFs are distributed by Foreside Fund Services, LLC, and are subadvised by Dimensional Fund Advisors LP. Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Dimensional Fund Advisors LP.
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.
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