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The U.S. MidCap Value portfolio invests in publicly-held midcap stocks.
- Market capitalizations are between $1.5 billion and $12 billion, within the parameters of the Russell Midcap index.
- We focus our investments in about 20 stocks that our analysis indicates have the highest potential returns, within our risk parameters.
- Holdings are diversified among different industries.
- The average holding period for our stocks is about one year, but the time we hold each stock depends solely on its potential valuation.