The “best” mid- and small-cap funds

Co-founder of the Switzer Report
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If I had to list two of the top questions asked by investors, one would be “what are the best mid-cap/small-cap funds to invest in?” followed closely by “how do I invest in the Midcap 50?” It seems that many investors see the top 20 stocks as being growth challenged and are looking for opportunities in the smaller parts of the market.

Over the last five years, the Midcap 50 index (which represents stocks ranked 51st to 100th by market capitalization) is up by 106%. This includes the return from dividends. By contrast, the S&P/ASX 200 total return over this period is 65%.

The Small Ordinaries Index, which represents stocks ranked 101st to 300th by market capitalisation (the so-called “small caps”) has returned just 31%.

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