Mastering Mid Caps

Growth potential and management experience.

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Are you missing out?

Often underutilized in today’s investment portfolios, mid-cap companies have offered more attractive rates of return, cash flow and earnings growth than their small and large counterparts over time.

Underutilized Asset Class 1

Many investors are missing out on this “sweet spot” of the market.

Russell Midcap Index = 26% of the Russell 3000 Index
Morningstar Midcap Categories = 12% of U.S. Equity Mutual Fund Assets

Growth Potential 2

Mid caps have also accounted for 43% of all M&As since 2014.

This space represents all that is really innovative in our economy.

Kim Scott, CFA
Ivy Investments Portfolio Manager
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Better Returns, Less Risk 3

Over rolling 10-year time periods since 1979...

Absolute returns: percent of time mid caps outperformed Risk-adjusted returns: percent fo time mid caps outperformed

Experienced Management

The Ivy team offers a combined 50+ years of industry experience and a 20-year track record managing mid-cap strategies.

We seek mid-cap ideas that possess the growth potential of small caps and capital structure of large caps.

Nathan Brown, CFA
Ivy Investments Portfolio Manager
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Master your mid-cap offerings

Ivy Mid Cap
Growth Fund

The Fund seeks companies offering profitability, balance sheet strength, and attractive valuations.

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Ivy Mid Cap Income Opportunities Fund

The Fund focuses on resilient mid-cap dividend-paying companies with sound capital structures and growth potential.

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Ready to make some mid-cap moves?

Call us today at 1-877-923-3355 or fill out the form below to receive a comparison of the fund(s) indicated.