Glossary Term

Mid Cap

Medium-sized companies by market capitalization.

Detailed Definition

Mid-cap exposure can provide growth potential with higher volatility than large caps.

Position sizing matters due to wider market swings.

A limited mid-cap satellite can complement a large-cap core.

How to Choose Mutual Funds

Use a practical checklist to evaluate fund fit, consistency, cost, and overlap.

Risk Management for Investors

Structure a portfolio that can handle market stress while staying aligned to long-term goals.