The Russell 2000 has fallen more than 10% off its recent high, becoming the first of the major U.S. benchmarks to fall into correction territory this year. A correction is defined as a decline of more ...
The iShares Morningstar Small-Cap Value ETF (NYSEMKT:ISCV) charges a much lower expense ratio and offers a higher dividend yield than the iShares Russell 2000 Value ETF (NYSEMKT:IWN). IWN delivered a ...
The adage that “elephants don’t gallop” – as the late investor Jim Slater put it – has become accepted wisdom. Yet for many years, large-cap stocks have comfortably outstripped small-cap stocks. The ...
Earnings growth is broadening beyond the Magnificent Seven. Falling interest rates benefit small-caps. AVDV gained 61% in the past year driven by dollar weakness and international rate declines. FNDA ...
SCHA holds a broader basket of small-cap stocks than SPSM and has outperformed over the past year. SPSM costs slightly less and offers a marginally higher dividend yield than SCHA. Both funds have a ...
Thanks to inflation, $100 doesn't sound like much these days, but there's another way for investors to look at that amount. Consider it as a seed to be planted and, when tended to, one that will grow ...
Small-cap ETFs are goldmines that contain some of the most promising opportunities. Instead of digging through small-cap ETFs, you can buy shares in the funds for diversified exposure. The analyst who ...
Small-cap stocks are on a tear: The Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the ...
With an average annual return of 12.4%, the Oberweis Micro-Cap Fund is the fifth-best-performing US stock fund of the past 25 years. The fund uses a strategy based on an investing phenomenon called ...
Closed-end funds offer an attractive investment class that covers various asset classes and promises high distributions to income investors. They can also offer reasonable total returns if the ...