Download Q&A
In this short Q&A, Invesco portfolio managers, Ronald Zibelli and Justin Livengood, discuss:
- The potential strength of mid-caps in a DC investment menu
- What to look for in manager selection
- How Invesco Discovery Mid Cap Growth Fund’s focus on investing in premier growth companies has helped tap into the segment’s potential
Mid-cap equities can offer attractive risk-reward characteristics, particularly within growth-style securities, but many investors remain underexposed to the asset class – mid-cap securities represent roughly 25% of US equity markets but only 11% of US equity investor assets.1 This trend has resulted in the average participant allocation of only 8.7% across the small- and mid-cap classes combined.2
1 Source: FactSet Research Systems Inc. and Morningstar, as of 12/31/21.
2 Source: Callan Defined Contribution Index, as of Dec. 31, 2020 (tracking more than 100 large plans with approximately $350 billion in assets). Most recent data available.
Disclosures
The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
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Invesco is an American independent investment management company headquartered in Atlanta, Georgia.
