U.S. mid-cap equity
Click column headers to sort fields
| Product Name | Quarterly return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5 Yr Sharpe | Product Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| Aston Asset Management - Optimum Mid Cap Core | 11.90 | 66.28 | 3.12 | 6.59 | 25.30 | 0.14 | 1,680 | Team | Chicago |
| Ariel Capital Management - Ariel Mid Cap Value | 10.55 | 61.92 | -0.81 | 2.61 | 25.54 | -0.02 | 1,865 | John W. Rogers Jr. | Chicago |
| Goldman Sachs Asset Management - Mid Cap Growth* | 8.89 | 55.83 | 4.20 | 5.06 | 21.43 | 0.10 | 3,256 | Team | New York |
| Federated Investors Inc. - Strategic Value | 8.49 | 10.52 | -8.46 | 1.44 | 15.69 | -0.10 | 2,658 | Team | Pittsburgh |
| Bennett Lawrence Management LLC - Mid Cap Growth Equity | 8.17 | 26.49 | -3.33 | 0.52 | 19.70 | -0.13 | 325 | Team | New York |
| Eagle Asset Management - Mid Cap Growth - Institutional | 7.95 | 40.84 | 3.14 | 5.44 | 20.23 | 0.12 | 301 | Team | St. Petersburg, Fla. |
| Turner Investment Partners - Select Mid Cap Growth | 7.50 | 48.77 | -1.56 | 3.19 | 24.65 | 0.01 | 3,061 | Team | Berwyn, Pa. |
| Rice Hall James & Associates LLC - RHJ Mid Cap Equity | 7.44 | 35.20 | -2.12 | 4.65 | 19.30 | 0.08 | 236 | Team | San Diego |
| Geneva Capital Management - Mid Cap Equity | 7.36 | 36.90 | 1.25 | 4.87 | 18.19 | 0.10 | 1,150 | Team | Milwaukee |
| Columbus Circle - Mid Cap Growth | 7.27 | 26.92 | -0.77 | 2.81 | 19.83 | -0.01 | 1,441 | Team | Stamford, Conn. |
| Russell Midcap | 5.92 | 40.48 | -4.59 | 2.43 | 21.56 | -0.03 |
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
