The Heartland Small Cap Value Strategy posted an outstanding second quarter, beating its benchmark and has continued to ...

My Insider2023 was the year of large-cap stocks, but 2024 may go down as the year small caps made their comeback. The biggest companies on the market spent the last 12 months getting even bigger ...

Franklin Small Cap Value Fund (Advisor Class) outperformed its benchmark, the Russell 2000 Value Index, for the quarter ended ...

Small-cap value funds are up an average of 12.4% in 2024, trailing far behind the 28.5% gain on large growth funds—the best-performing category among the nine diversified US stock fund categories.

In nearly every small cap ETF, financials are the largest sector. In the small cap value ETFs, financials are even a bigger position, usually over 20% of the total.

This fund is one of the most sprawling in the small-value category with more than 900 stocks. The portfolio managers consider the bottom 10% of US stocks by market cap, excluding companies working ...

For example, from Jan. 1, 1972 to July 31, 2023, U.S. small-cap value stocks have returned an annualized 13.6%, compared to the 10.5% return of the overall U.S. stock market.

Small-cap stocks normally do well during economic recoveries. AAII’s O’Shaughnessy Small-Cap Growth and Value approach is up 77.9% year-to-date through January 29, 2021.

Small-capitalization “value” stocks have been among the market’s worst performers this year. But the sector might be well positioned to outperform the broad market when the economy begins to ...

With a modest valuation of 13x earnings, 2x book value, and 1.4x sales, this small-cap value stock is primed for a strong performance in 2024. The company faced challenges in 2023.