Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market ...

Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely. At the same time, the ...

Smaller energy companies have also proven more sensitive to rising oil prices, amplifying gains. While large-cap energy stocks are up 29% this year, small-cap energy names have surged 41%, ...

Bad stuff can happen when funds are beset with outflows. Flows are generally of the minor variety, but at extreme levels, they can cause real problems. As passive exchange-traded funds soak up most ...

For more than a decade, large caps have consistently outperformed small caps. The early performance of equities in 2026 demonstrates why small caps should be held as part of a diversified portfolio ...

Investors with a high-risk appetite and an interest in growth and value investing may choose small-cap blend mutual funds to boost their portfolio. While blend funds, also known as "hybrid funds," aim ...

Zacks has identified five small-cap value mutual funds with top rankings and strong multi-year returns, positioned for investors seeking diversification and growth potential. These funds invest across ...

Small caps have been plagued by negative earnings growth for years. That has led to significant underperformance relative to the S&P 500. S&P 600 earnings growth finally turned positive in 2025 and is ...

Three weeks ago, I wondered if the leadership rotation this year toward small- and micro-cap stocks would persist. Leading the charge higher this year: micro caps - IWC - which is still running hot in ...

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