This article was provided by our partners at. The ETF also comes with a slightly more attractive 1.54% 12-month yield. The indexing methodology makes the tilt toward the value style and quality names. REGL tracks the S&P MidCap Dividend Aristocrats Index, which only includes a targeted 46 dividend paying companies that have raised payouts for 15 consecutive years. Moreover, CZA includes a 11.6% position in large-cap names. Jude Medical (NYSE:STJ) makes up 2.7% of CZA's portfolio, and the ETF includes a hefty 32.8% tilt toward financials and 17.1% to industrials.
However, due to its indexing methodology, the fund is more focused that the benchmark S&P MidCap 400.
Greenspan: Western World Headed for a State of DisasterĪdditionally, the Guggenheim Mid-Cap Core ETF (NYSE: CZA) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (NYSE: REGL) are among the best performing mid-cap ETFs this quarter, rising 4.5% and 3.1%, respectively.ĬZA tries to reflect the performance of the Zacks Mid-Cap Core Index, which targets companies with superior risk-return profiles as determiner by Zacks Investment Research. Additionally, the mid-cap segment has provided favorable acquisition targets when cash-heavy large-cap companies are shopping around. The lower reliance on multinational sales has also supported mid-caps. Additionally, periods of rising rates also coincide with expanding economies, which often benefit smaller companies. dollar as rates rise, which would more negatively weigh on large-caps with a global footprint. domestic markets, are less exposed to a stronger U.S. Smaller companies, which cater toward U.S. Looking ahead, small-caps can still navigate through a slowly rising rate environment. The extended low-rate environment also benefited smaller companies that have taken on cheap debt in their balance sheets. Small-caps have been gaining momentum in recent months, capitalizing off the risk-on sentiment after the Fed stated it would only raise interest rates two times later this year, downwardly revised from the four hikes it expected back in December. Mid-caps have also been a standout asset category, with MDY rising 6.5% year-to-date, whereas SPY advanced 3.2%.
#MICRO CAP STOCKS 2016 SERIES#
The Company will sell and issue an additional 250 shares of Series H Preferred Stock to Investor in exchange for 250,000 on June 23, 2016.
Over the past three months, the iShares Russell 2000 ETF (NYSE: IWM) rose 11.1%, SPDR S&P MidCap 400 ETF (NYSE: MDY) gained 11.3% while the SPDR S&P 500 (NYSE: SPY) returned 7.6%. On June 9, 2016, the Company sold and issued 250 shares of Series H Preferred Stock to Investor in exchange for 250,000. stocks have been stalwarts, but smaller companies and exchange traded funds that track the small- and mid-cap categories are beginning to race ahead. Small cap fund managers outperform index in 2014 23 January 2016 admin S&P Dow Jones Indices have just released their latest SPIVA Australia scorecard for the period to the end of 2014.