Bond market behavior reinforces this dynamic. Periods of tightening credit spreads have historically coincided with stronger ...

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 ...

Equity Ex-top 100 long-short fund invests a minimum 65% of the money in equity and equity-related instruments of companies, ...

The investment seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of smaller domestic companies. Under normal circumstances, the fund ...

Small-cap stocks generally provide higher levels of both risk and reward than the broader market, presenting dynamic sectors ...

Historically, small caps have tended to perform best around economic turning points, particularly when financial conditions ...

The iSIF Equity Ex-Top 100 Long-Short Fund offers investors exposure to mid- and small-cap stocks through a long–short ...

When it comes to portfolio allocations strategies, for years small-cap equities have found their way into many investors’s portfolios, proving to be a useful and potentially lucrative allocation. The ...

Over the past 20 years, the Cambridge Associates Private Equity Index has beaten public equity benchmarks by a wide margin. But, as the saying goes, past performance is no guarantee of future returns.

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the ...

Small-cap stocks were rallying Friday, in a positive start to 2026 as they outperformed major U.S. large-cap equity benchmarks in early afternoon trading. The Russell 2000 Index, a measure of U.S.

The best small-cap ETFs post above-average returns while taking on lower-than-expected risk. Learn about these six top picks ...