Updates

Overlooked fund category is dominating 2019

Jun 3rd, 2019

The stock market’s volatility over the past several months has generally favored actively managed investment strategies, in a switch from passive strategies’ generally stronger performance in recent years. But the biggest surprise so far this year is mid-cap growth funds.

This year through Tuesday, the mid-cap growth category is up an average of 18.2%, making it the hottest fund category of 2019, according to Morningstar Inc.

For some financial advisers, the mid-cap rally is an inevitable snapback from the category’s subpar performance last year.

Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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