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Bob Carey
Chief Market Strategist
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  Bigger Is Once Again Better
Posted Under: Broader Stock Market • Conceptual Investing
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View from the Observation Deck

  1. On the surface, today's blog post paints a simple picture of how equities have performed over a series of standard time periods dating back 20 years.
  2. Further analysis, however, reveals some compelling trends worth noting. The first is the dominant run enjoyed by mid-cap stocks.
  3. Mid-Cap stocks (S&P 400) outperformed both large-caps (S&P 500) and small-caps (Russell 2000) for the 3-, 5-, 10-, 15- and 20-year periods ended 6/30/12.
  4. Small-Cap stocks (Russell 2000) also outperformed large-caps (S&P 500) for the 3-, 5-, 10-, 15- and 20-year periods ended 6/30/12.
  5. Large-Cap stocks (S&P 500) have outperformed both mid-caps (S&P 400) and small-caps (Russell 2000) year-to-date (as of 7/27) and over the past year (as of 6/30).
  6. Investors considering investing in equities, but still concerned about risk, should consider large-caps, in our opinion.
  7. Large-Cap stocks are generally considered to be less risky than mid- and small-caps, and it appears as though large-caps may have assumed the leadership role in the market.
Posted on Tuesday, July 31, 2012 @ 2:34 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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