Performance Differentials, Active Asset Management & 10 Myths of Retirement Planning

Performance Differentials, Active Asset Management, and Mid-Cap Growth Funds

It’s another educational episode of Money Wise as the Money Wise guys share market updates and discuss the financial news that matters to you. Last week, the Dow was up 1.4%, the S&P 500 was up 2.5%, and the NASDAQ was up 3.2%. Year-to-date, the Dow is up 5.1%, the S&P 500 is up 17.6%, and the NASDAQ is up 34.1%. The guys also share the equally weighted S&P 500, which the “Magnificent 7” can’t skew, and they talk about how the out-performance we’re seeing now harkens back to the dot-com era. Will this performance differential last? It remains to be seen. The guys also share reminders about the importance of active asset management and a proven process for stock-picking, data on mid-cap growth funds so far this year, and much more. 

What Are Mid-Cap Growth Funds?

Since the Money Wise guys talk about mid-cap growth funds in this episode, let’s discuss what they are. Mid-cap growth funds are pooled investment vehicles, such as mutual funds, that invest explicitly in the stocks of companies with market capitalizations ranging from approximately $1 billion to $8 billion. These are called mid-cap growth funds because they fall in the middle range of listed stocks, and they are projected to grow at a faster rate than other mid-cap stocks. To learn more about mid-cap growth funds, visit this resource from Investopedianow.

In the second hour, the Money Wise guys discuss 10 Myths of Retirement Planning. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.