Ridgeworth Investments Offers Education on Mid-caps

March 8, 2010 (PLANSPONSOR.com) - RidgeWorth Investments has published a whitepaper highlighting that a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without - over both short and long time periods.

The whitepaper, “Why Mid-Caps?”, reviews historical performance, evaluates current conditions that favor mid-caps, analyzes the performance of mid-caps during market and economic cycles, and details why mid-cap stocks should be an important part of investors’ allocations, according to a press release.

In addition, RidgeWorth has launched a microsite to help advisers demonstrate to their clients how mid-caps have consistently outperformed large, smid and small caps over the past 30 years. The new site includes an interactive tool that lets the user pick a specific date range to compare mid-caps to other cap sizes, or pick a specific time period (e.g. 10 years) and drag it through the entire 30-year period to see how different cap sizes have done over every specific time period since 1979.

“I think many investors, and advisers for that matter, would be surprised to find out that mid-caps beat small caps over every rolling 10-year period since 1979,” said Jim Stueve, RidgeWorth’s Head of Distribution, in the announcement.”The addmidcap.com microsite is a continuation of our strategy to provide advisers with minimally-branded educational resources and tools that help them add value for their clients.” 

The site is at http://addmidcap.com/.


In February, RidgeWorth launched a Web site with an interactive, customizable retirement plan benchmarking tool and general resources that 401(k) advisers can use to help plan sponsors meet their fiduciary duty (see http://www.plansponsor.com/RidgeWorth_Launches_Plan_Adviser_Web_Site.aspx RidgeWorth Launches Plan Adviser Web Site).