Fees are Below Average compared to funds in the same category. Hotchkis & Wiley Small Cap Value Fund has an expense ratio of 0.99 percent. Risk is Average compared to funds in the same category ...
Launched on January 26, 2004, the Vanguard Small-Cap Value ETF (VBR) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity ...
Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive.
Royce Small-Cap Special Equity Fund has an expense ratio of 2.24 percent. Like all stock funds, this one comes with some risks. Volitility measures reflect the uncertainty or risk of change in a ...
The UBS High Short Interest Index advanced more than 25% during the first two weeks while major stock market averages barely budged. Read more here.
Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” third-quarter 2025 investor letter. During the quarter, the fund ...
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 ...
Although small value stock strategies have lagged the overall market in recent years, the long-term outperformance of such stocks has been empirically demonstrated since at least the 1990s. However, ...
Franklin Small Cap Value Fund (Advisor Class without sales charges) underperformed its benchmark, the Russell 2000 Value ...