Mid-Cap Core Stocks
Stocks of medium-sized companies where neither growth nor value characteristics predominate. The market capitalization range for U.S. mid-caps typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market.
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|
Name
|
Ticker
|
Previous Close Price
|
Market Cap
|
Market Return
YTD
|
Market Return
1 Year
|
Market Return
3 Year
|
Fair Value
|
Economic Moat
|
|---|---|---|---|---|---|---|---|---|
| Welltower Inc | WELL | $94.00 | $55.8 Bil | 5.30% | 27.06% | 10.24% | $313.00 | Hbqn |
| Carrier Global Corp Ordinary Shares | CARR | $60.50 | $54.5 Bil | 5.31% | 50.66% | 12.26% | $19.00 | Xgwtn |
| Microchip Technology Inc | MCHP | $93.60 | $50.6 Bil | 4.29% | 28.57% | 6.99% | $36.00 | Kqxb |
| Hess Corp | HES | $161.45 | $50.1 Bil | 13.05% | 14.92% | 34.81% | $482.00 | Jnstjkc |
| Newmont Corp Chess Depository Interest | NEMCL | $37.00 | $49.3 Bil | — | — | — | $56.27 | Hbtd |
| The Travelers Companies Inc | TRV | $213.99 | $48.9 Bil | 12.58% | 23.12% | 13.00% | $681.00 | Gsdzrf |
| Cencora Inc | COR | $239.76 | $48.0 Bil | 17.53% | 46.76% | 27.23% | $135.00 | Dtlpss |
| Constellation Brands Inc Class A | STZ | $261.71 | $47.6 Bil | 8.56% | 18.15% | 4.09% | $373.00 | Nvz |
| ONEOK Inc | OKE | $81.38 | $47.3 Bil | 16.85% | 31.20% | 21.93% | $82.00 | Jjqqy |
| Williams Companies Inc | WMB | $39.45 | $47.1 Bil | 14.08% | 39.53% | 22.86% | $42.00 | Nhvqkwt |
| Simon Property Group Inc | SPG | $142.73 | $46.5 Bil | 1.17% | 38.42% | 10.74% | $752.00 | Qnhz |
| United Rentals Inc | URI | $690.80 | $46.4 Bil | 20.75% | 85.83% | 29.05% | $569.00 | Jsqc |
| Realty Income Corp | O | $53.80 | $46.3 Bil | −5.12% | −7.39% | −2.50% | $45.00 | Fcnh |
| Keurig Dr Pepper Inc | KDP | $33.84 | $45.6 Bil | 2.49% | −2.63% | 0.46% | $73.00 | Qthjly |
| Kimberly-Clark Corp | KMB | $136.43 | $45.5 Bil | 13.28% | −2.41% | 4.42% | $526.00 | Hfdmn |
| Allstate Corp | ALL | $172.27 | $45.5 Bil | 22.15% | 52.25% | 12.91% | $794.00 | Djxxj |
| Public Storage | PSA | $258.68 | $45.3 Bil | −14.51% | −6.55% | 2.91% | $959.00 | Xwckd |
| Ross Stores Inc | ROST | $132.15 | $44.8 Bil | −4.24% | 28.34% | 1.81% | $554.00 | Wkz |
| Digital Realty Trust Inc | DLR | $141.49 | $44.6 Bil | 7.04% | 51.23% | 2.00% | $762.00 | Dcbgmdp |
| Johnson Controls International PLC | JCI | $64.45 | $44.4 Bil | 12.46% | 13.09% | 2.92% | $96.00 | Zwvxbt |
| TE Connectivity Ltd | TEL | $140.48 | $43.3 Bil | 0.21% | 18.61% | 2.79% | $645.00 | Wyhsf |
| Paychex Inc | PAYX | $121.97 | $43.2 Bil | 1.47% | 17.23% | 9.37% | $386.00 | Swl |
| Newmont Corp | NEM | $42.73 | $43.2 Bil | 3.84% | −6.30% | −9.47% | $93.00 | Jwg |
| Ferguson PLC | FERG | $212.83 | $43.2 Bil | 10.90% | 61.71% | 19.95% | $629.00 | Lllmdxw |
| IQVIA Holdings Inc | IQV | $233.98 | $42.8 Bil | 1.51% | 23.63% | 0.21% | $595.00 | Cwqxws |
| Ameriprise Financial Inc | AMP | $410.91 | $41.4 Bil | 8.54% | 43.55% | 19.56% | $927.00 | Nvrzss |
| Moderna Inc | MRNA | $106.18 | $41.3 Bil | 8.57% | −17.40% | −15.29% | $522.00 | Qbyt |
| AMETEK Inc | AME | $177.51 | $41.1 Bil | 7.82% | 33.50% | 10.20% | $837.69 | Qlf |
| L3Harris Technologies Inc | LHX | $214.54 | $40.8 Bil | −1.00% | 6.33% | 1.49% | $491.00 | Gnvqkqp |
| Crown Castle Inc | CCI | $94.21 | $40.7 Bil | −16.85% | −17.80% | −15.70% | $257.00 | Wprkbq |
| Dow Inc | DOW | $56.44 | $40.6 Bil | 5.74% | 14.28% | 1.84% | $78.00 | Qxqrzs |
| Agilent Technologies Inc | A | $136.37 | $40.4 Bil | −0.76% | 4.16% | 0.72% | $273.00 | Qrp |
| Fidelity National Information Services Inc | FIS | $70.47 | $40.1 Bil | 17.91% | 30.95% | −20.82% | $81.00 | Nyqjmj |
| Yum Brands Inc | YUM | $141.56 | $39.9 Bil | 8.86% | 4.52% | 8.03% | $123.00 | Ymcbg |
| Cummins Inc | CMI | $291.61 | $39.8 Bil | 22.23% | 30.69% | 6.12% | $689.00 | Rxxxjq |
| GE Vernova Inc | GEV | $148.31 | $39.8 Bil | — | — | — | $315.00 | Bqvkw |
| Old Dominion Freight Line Inc Ordinary Shares | ODFL | $196.66 | $39.7 Bil | −9.86% | 19.98% | 13.31% | $177.00 | Ggywsl |
| GE HealthCare Technologies Inc Common Stock | GEHC | $85.95 | $39.4 Bil | 11.61% | 7.83% | — | $94.72 | Qsvwmf |
| Fastenal Co | FAST | $68.14 | $39.0 Bil | 6.45% | 33.52% | 11.79% | $48.00 | Ytrcx |
| Corteva Inc | CTVA | $54.92 | $38.4 Bil | 14.94% | −6.86% | 5.07% | $84.00 | Btqh |
| Sysco Corp | SYY | $77.07 | $38.4 Bil | 6.76% | 5.47% | 0.11% | $94.00 | Xfjp |
| The Hershey Co | HSY | $186.16 | $38.0 Bil | 0.58% | −27.05% | 7.66% | $485.00 | Ymwk |
| Humana Inc | HUM | $311.41 | $37.5 Bil | −32.99% | −38.78% | −10.90% | $635.00 | Zbjkzjy |
| Otis Worldwide Corp Ordinary Shares | OTIS | $93.02 | $37.3 Bil | 3.43% | 14.26% | 7.85% | $62.00 | Klly |
| Kenvue Inc | KVUE | $18.86 | $36.1 Bil | −11.47% | — | — | $13.10 | Frxnm |
| Nasdaq Inc | NDAQ | $60.29 | $34.7 Bil | 4.08% | 10.67% | 5.00% | $98.00 | Whdkql |
| Allstate Corp Pref Share | ALLpH | $21.99 | $34.7 Bil | 4.19% | −3.70% | −2.92% | — | — |
| Halliburton Co | HAL | $38.72 | $34.3 Bil | 7.08% | 23.55% | 27.18% | $52.00 | Wmgvdy |
| Electronic Arts Inc | EA | $127.31 | $34.2 Bil | −6.37% | 2.83% | −3.28% | $977.00 | Xjxhl |
| Arch Capital Group Ltd | ACGL | $93.05 | $34.1 Bil | 22.39% | 25.74% | 31.31% | $24.79 | Zlfqt |