Mid Cap Stock Fund
The Mid Cap Stock fund was developed for investors seeking aggressive long-term capital growth with high volatility, while having a long-term goal (more than 10 years from now).
The fancy words:
Mid-cap companies are defined as having market capitalization's between $1.7 billion and $11 billion USD. These companies tend to have successfully weathered their start-up years, offer proven products and services, have experienced management teams, and can often finance their own growth. Growth stocks generally have higher valuations and lower dividend yields than stocks of slower-growth or cyclical firms. Growth stocks also tend to be more volatile than value stocks.
How this portfolio was created.
Number of Securities. There are generally 30 securities in this portfolio
Update Frequency: Quarterly.
If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.
Past performance is no guarantee of future results.
See how returns are calculated
* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.
Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional.