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Comparison of Mid Cap Funds to S&P 500

In this article, you will find a report run by Morningstar, a thrid-party reseach firm based in Chicago, that compares three Mid-Capitalization Funds to the S&P 500. It has been a long standing belief of our firm that Mid-Cap funds continue to out perform the S&P 500 index over time. This report illustrates the performamnce of the following funds between 9/1/2006 to 6/30/2015:

  • American Century Heritage – Inv (TWHIX)
  • Vangaurd Mid-Cap Growth – Inv (VMGRX)
  • Vangaurd Mid-Cap Value Index – Adm (VMVAX)
  • S&P 500 Index

To smooth out the returns, we did not include the last year due to geopolitical events and other occurrences that have driven the markets higher. Please click image to view full report.

Past performance is not indicative of future performance. This is not a recommendation to purchase securities.

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