On July 19, Bailard released its Q2 2025 Small Cap Value Strategy report. The report highlights that in early April, fears of ...

This fund tracks the STOXX U.S. Small-Cap Equity Factor Index, which selects and weights small-cap stocks based on four factors: momentum, quality, value and low volatility. 2025 YTD performance ...

Wall Street's reliance on a small number of high market-value stocks to keep momentum going for the U.S. equities bull market ...

Little companies are supposed to earn higher returns over time than big ones, but that hasn’t been the case for more than a ...

Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a ...

SmallCap stocks can often be overlooked by institutional investors, yet they offer outsized return potential for those ...

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else ...

While studies show value stocks have beaten growth stocks since 1980, their corresponding ETF returns suggest the opposite.

Small cap value stocks have historically been one of the best performing asset classes over the last 80 years. But in the last 15 years, they have underperformed the large cap stocks, ...

Overall, 19 constituents of the Nifty Smallcap 100 index have fallen between 5% and 30% this week, with Indian Energy ...

The AMG River Road Small Cap Value Fund returned -3.94% for the first quarter of 2025, outpacing the Russell 2000 Value Index, which returned -7.74%.

VSCAX invests primarily in common stock. Invesco Small Cap Value has a three-year annualized return of 12.8%. Jonathan Mueller has been one of the fund managers of VSCAX since June 2010.