We are lookin for small/mid-cap funds to diversify market exposure in the U.S.
. That said, the outsized performance of the “Magnificent Seven″ and the size of their global footprints beg the question of how much these companies truly represent our southern neighbors. That’s an important point given that their combined market cap makes up 28 per cent of the S&P 500 Total Return Index. So today I turn my attention to smaller companies in the U.S., which are less likely to run global operations .
Have received a Morningstar Medalist Rating of gold, silver or bronze, highlighting funds that Morningstar believes will produce excess after-fee returns in the future, based on our analysis of people , parent and process .
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