The Virtus KAR Small-Mid Cap Core Fund returned -4.83% (Class I) in the quarter, underperforming the Russell 2500™ Index's ...
With small-caps strutting their stuff to start 2026, this ETF may be garnering more attention, but investors can do better.
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 ...
Small-cap growth funds are natural choices for investors with a high-risk appetite when capital appreciation over the long term takes precedence over dividend payouts. These funds focus on realizing ...
IShares Core S&P Small-Cap ETF’s IJR low fee, broad diversification, and profitability bias makes it hard to beat. These funds track the S&P SmallCap 600 Index, which collects the smallest 600 stocks ...
The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities in smaller domestic companies based on a market ...
Class A shares of the Alger Small Cap Focus Fund outperformed the Russell 2000 Growth Index during the fourth quarter of 2025 ...
A major dynamic that's led to some unusual market action of late could be on the verge of a sweeping reversal.
Even as the BSE SmallCap index slumped 21% since December 2024, most fund managers outperformed the benchmark, proving the power of active stock-picking — yet investors are still in the red.
While Berkshire Hathaway shares averaged a 19.9% return from 1965 to 2024, its biggest annual gains (+77.8%, +80.5%, +129.3%, ...