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Diversify With These 2 Mid-Cap Picks

Hartford MidCap and Oppenheimer Discovery Mid Cap Growth both have disciplined processes, good long-term performance, and attractive fees.

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Linda Abu Mushrefova: Equities have been on a continuous upward trajectory since the conclusion of the financial crisis, and one area that has done particularly well has been mid-cap growth. Investing in funds that play lower down the market-cap spectrum can offer attractive diversification and risk-return characteristics.

Investors may be wary of mid-cap funds due to the potential of higher risk and lower liquidity of names. However, in the context of a well-diversified portfolio, these types of funds can actually lower the risk profile by offering less correlated returns. Further, many mid-cap managers make the argument that it is easier to produce outperformance in this area of the market due to higher inefficiencies. 

Linda Abu Mushrefova does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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