Mid Cap Strategic Fund Quote
| VMSGX Fund | USD 21.25 0.11 0.52% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Mid Cap is trading at 21.25 as of the 18th of January 2025; that is 0.52 percent increase since the beginning of the trading day. The fund's open price was 21.14. Mid Cap has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in common stocks of mid-cap companies. Generally, mid-cap companies will include companies whose market capitalizations, at the time of purchase, range from the market capitalization of the smallest company included in the Russell Midcap Growth Index to the market capitalization of the largest company in the Russell Midcap Growth Index during the most recent 12-month period.. More on Mid Cap Strategic
Moving together with Mid Mutual Fund
Mid Mutual Fund Highlights
| Fund Concentration | VALIC Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, VALIC (View all Sectors) |
| Update Date | 31st of December 2024 |
Mid Cap Strategic [VMSGX] is traded in USA and was established 18th of January 2025. Mid Cap is listed under VALIC category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of VALIC family. This fund at this time has accumulated 307.9 M in net assets with no minimum investment requirementsMid Cap Strategic is currently producing year-to-date (YTD) return of 0.05% with the current yeild of 0.0%, while the total return for the last 3 years was 6.06%.
Check Mid Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mid Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mid Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mid Cap Strategic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mid Cap Strategic Mutual Fund Constituents
| GPN | Global Payments | Stock | Financials | |
| NBIX | Neurocrine Biosciences | Stock | Health Care | |
| KLAC | KLA Tencor | Stock | Information Technology | |
| TEL | TE Connectivity | Stock | Information Technology | |
| TEAM | Atlassian Corp Plc | Stock | Information Technology | |
| ST | Sensata Technologies Holding | Stock | Industrials | |
| SSNC | SSC Technologies Holdings | Stock | Information Technology | |
| NICE | Nice Ltd ADR | Stock | Information Technology |
Mid Cap Strategic Risk Profiles
| Mean Deviation | 0.8137 | |||
| Semi Deviation | 1.13 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
Mid Cap Against Markets
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mid with respect to the benefits of owning Mid Cap security.
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