Is There a Mid-Cap Gap in Your DC Plan?

Access a PM Q&A to learn more about why participants should consider a mid-cap growth equity option.

Many DC plan participants remain significantly underweight in mid-cap equities even though historically the mid-cap space has been attractive from a risk/return perspective. Mid-caps represent roughly 25% of US equity market capitalization, but the average participant allocation is only 8.7% across the small- and mid-cap classes combined.1

In this short Q&A, Invesco portfolio managers, Ronald Zibelli and Justin Livengood, discuss:

  • The potential strength of mid-caps in a DC investment menu
  • What to look for in manager selection
  • How Invesco Mid Cap Growth’s focus on investing in premier growth companies has helped tap into the segment’s potential

1Source: Callan Defined Contribution Index, as of Dec. 31, 2020 (tracking more than 100 large plans with approximately $350 billion in assets). Most recent data available.

All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This is not to be construed as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in an investment making decision. As with all investments there are associated inherent risks. Consider the investment objectives, risks, charges and expenses carefully before investing. Please read all financial material carefully before investing. For this and more complete information about the strategy, contact your Invesco representative. Past performance is not indicative of future results. This portfolio is actively managed. Portfolio holdings and characteristics are subject to change. This does not constitute a recommendation of the suitability of any investment strategy for a particular investor. The opinions expressed herein are based on current market conditions and are subject to change without notice.

Invesco Advisers, Inc. is an investment adviser; it provides investment advisory services to individual and institutional clients and does not sell securities.

Compliance Code: NA2107555
Sponsored by

Data Privacy Agreement (required)

I agree to share the above data with ISS and the content’s sponsor(s) for the purpose of registering for this content. I understand I may be contacted by ISS or the sponsor(s) in the future. Any emails sent by ISS will include the option to opt out of future communications. Further information is set out in the Privacy Policy of this site.

Subscribe to receive our latest news and events! (optional)

Subscribe to our daily newsletter for the latest industry news and in-depth reporting