The S&P 500 is down on the year through late March, but surprisingly, small caps are not. This divergence, while not dramatic ...
The Northern Small Cap Core Fund outperformed its benchmark, the Russell 2000 Index. The fourth quarter of 2025 saw continued ...
Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund” ...
Small-cap stocks have gained roughly 21% over the past year despite a choppy start to 2026. The Russell 2000 is up about 21% ...
Small-cap funds on average have lagged their benchmarks by wide margins this year while putting up respectable absolute returns. Strategies that avoid speculative small caps and focus on higher ...
Few investing phenomena have been as consistent as the tendency for quality small caps—thought of as those with positive earnings, less debt, and lower volatility—to outperform the broader small-cap ...
For the quarter, Putnam Small Cap Growth Fund underperformed its benchmark, the Russell 2000 Growth Index. Read more here.
Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...
Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...
Launched on January 26, 2004, the Vanguard Small-Cap Index Fund ETF Shares (VB) is a passively managed exchange traded fund ...
SPIVA data shows that 96.3% of large-cap growth funds underperformed over the past 15 years. For investors seeking growth ...
Should redemption pressures intensify due to the US-Israel-Iran war-led energy shock, funds may struggle to find buyers ...