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Hidden in Plain Sight: U.S. Equities beyond the S&P 500 Could looking beyond U.S. large caps lead to better upside potential and diversification?
BY Tim Edwards

EXECUTIVE SUMMARY



• Mid- and small-cap U.S. equities represent a significant piece of the global market, but they are overlooked by many international investors, particularly in Europe.



• The S&P MidCap 400® and S&P SmallCap 600® are simple, transparent benchmarks for U.S. mid and small caps. Over the past 20 years, they have outperformed the S&P 500, as well as a majority of actively managed U.S. equity funds in their respective size segment.



• Exhibit 1 summarizes the potential opportunity set for diversification by European fund investors, comparing the global equity market weight of U.S. small and mid caps to their estimated aggregate allocations within European-based equity funds.



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