A version of this article appeared in the August 2017 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here. Depending on which index provider's definition you rely on, ...

Double-digit returns for some small-cap exchange-traded funds have not been enough to close the gap on their larger counterparts so far in 2024. As mega-cap stocks grab headlines and hit fresh highs, ...

Starting small is usually good advice when beginning a new endeavor. If you’re trying to get back in shape, a quick run or light workout is a better starting point than a marathon. However, that logic ...

AVUV uses an active tilting quant-based strategy to invest in small caps that has generated alpha compared to the benchmark. It reflects value and profitability criteria, resulting in a ...

Small caps are poised to finish 2025 with a fifth consecutive year of trailing large caps, yet Bank of America says conditions are aligning for a long-awaited reversal in 2026. According to Bank of ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. So-called ‘small-cap’ stocks are the shares of companies with relatively low market ...