The investment seeks a favorable long-term total return, mainly through capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in small-cap and mid-cap equity ...
Small-cap stock valuations relative to large-caps are the cheapest they’ve been since 2001, while small-caps’ eight-year losing streak versus large-caps is their longest ever. Yet small-caps’ fortunes ...
The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with small and medium market capitalizations that the ...
Lumentum: Shares of this market-leading designer and manufacturer of innovative optical and photonic products rallied in the third quarter, fueled by apparent investor enthusiasm for its AI-driven ...
First Eagle Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 13.00% in third quarter 2025. The leading detractors in the quarter were FTAI Infrastructure Inc. (FIP), ...
Small cap mutual funds that invest in the stocks of very small companies have given over 26.38% in 2024. In June 2025, the small cap funds again gained investors' interest and received an inflow of Rs ...
Vanguard Small-Cap ETF VB offers a well-diversified, low-turnover portfolio that is representative of the US small-cap market. These features, coupled with a minuscule fee, make it one of the best ...
A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk ...
The Vanguard S&P Small-Cap 600 Value ETF (VIOV) was launched on September 9, 2010, and is a passively managed exchange traded ...
Although small value stock strategies have lagged the overall market in recent years, the long-term outperformance of such stocks has been empirically demonstrated since at least the 1990s. However, ...
Small-cap stock valuations relative to large-caps are the cheapest they’ve been since 2001, while small-caps’ eight-year losing streak versus large-caps is their longest ever.