Want a fund that will avoid expensive valuations and yet not leave you with the pain of the long wait for value to work? This fund does just that. Not only that, this fund can replace large-cap funds in your portfolio.
Over the past two weeks, we have been writing on the promise in the mid-cap and small-cap segment of the market and how the rally is starting to move beyond a handful of large stocks. While a quick recovery may be some way off, the steep 2-year correction in the mid-cap space offers good opportunities to begin accumulating mid-caps from a long-term perspective.