A mid cap fund designed for investors seeking growth
HighMark Geneva Mid Cap Growth Fund
- Unique stock selection process with a primarily bottom-up focus looking for healthy, quality companies.
- Long-term strategy since late 1980s.
- Highly skilled portfolio managers with a history of managing mid-cap growth strategy for 22 years.
- Low portfolio turnover.
- Broad exposure across market sectors provides greater level of diversification.
A Fund for ALL Markets
Historically, this Fund has outperformed the benchmark in both BULL and BEAR markets, lagging only during the relatively infrequent and short-lived speculative markets.
A Case for Mid Cap Stocks
Investors may not be aware of the potential benefits of including mid cap stocks in their portfolios. Mid caps are companies, typically between $1 and $5 billion in market capitalization, that dont always elicit the attention commonly bestowed upon their larger and smaller siblings. The chart below shows mid cap stocks have delivered higher average returns than either large- or small-cap stocks, while exhibiting volatility comparable to large-cap stocks and lower than small-caps.
Consider HighMark Geneva Mid Cap Growth Fund as part of your overall asset allocation strategy.
|HighMark Geneva Mid Cap Growth Fund||Fund Profile | Fact Sheet
In addition to the normal risks associated with equity investing, funds that invest in mid cap companies may be subject to greater risks than large company stocks due to greater volatility and less liquidity.
The Risk/Return Chart is for illustrative purposes only and is not indicative of any investment.
Standard deviation is a statistical concept used in investment management to measure risk for the variability of return of a fund performance. A higher standard deviation represents greater risk.
Each asset class is represented by the following indicies: Mid Cap Equity Russell Mid Cap Index; Small Cap Equity Russell 2000 Index; Large Cap
Equity Russell 1000 Index; US LT Govt Barclays Capital US Long Government/Credit Index; US LT Corp Barclays Capital US Aggregate; US 30
Day T-Bill Citigroup 3-month T-Bill. Indicies are not managed investments and one can not invest directly in an index.