Small-cap and cyclical stocks spark a surprise breakout in the second half of 2025 While investors have been piling into Big Tech and artificial intelligence like they are the only game in town, ...

Index-fund investors aren’t supposed to worry about picking individual stocks, but when it comes to those tracking mid-cap companies, it isn’t that simple. The choices investors make can have a big ...

“Irrational Capital has developed an index that asserts that companies with the best human capital lead to long-term value creation and compelling equity returns.” - Harbor Capital Advisors, Inc. The ...

In the fourth quarter of 2025, Deep Sail Capital Partners (the "Fund") returned 14.2% net of fees while averaging 84% net ...

The Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) made its debut on 04/26/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Blend category of ...

The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.

A major dynamic that's led to some unusual market action of late could be on the verge of a sweeping reversal.

Top Small Cap vs Top Small Cap Index Fund With Best Returns in 5 Years: Mutual fund investors invest in small cap mutual funds for high growth. These funds have at least 65 per cent stocks of the ...

The investment seeks to provide investment results that approximate the performance of the S&P MidCap 400 Index. The Advisor intends, under normal circumstances, to invest over 80% of its investable ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...