to give them time to sell out of a position or as a place to park cash while shopping for small-cap stocks. These funds can present challenges when they grow too large, effectively hamstringing a portfolio manager who doesn't have enough good ideas to invest in...
Small-cap firms provide a significant nexus for entrepreneurship and innovation and hence might be viewed as less prone to governance problems than large firms. (1) This could in part explain the superior performance of small-cap firms over long time horizons, and during times of recovery from ...
TheS&P SmallCap 600 Indexwas established by Standard & Poor's (the creator of the S&P 500). It uses a capitalization-weighted index to broadly track the performance of small-cap stocks on the U.S. equities market. It includes 600 companies and represents close to 3% of the U.S. market...
Advantage Small Cap Core Fund Performance Returns Average Annual Cumulative Calendar Year 1y3y5y10y Total Return (%) as of Dec 31, 2024 10.750.446.377.84 Return w/ Sales Charge (%) as of Dec 31, 2024 9.750.446.377.84 Benchmark (%)...
Small-Cap Value -1.98 3.44 3.44 5.66 7.28 5.93 7.41 7.14 8.82 Russell 2000 Value -1.06 8.05 8.05 1.94 7.29 7.14 9.46 7.01 8.21 Russell 2000 0.33 11.54 11.54 1.24 7.40 7.82 10.33 7.79 8.04 Annual Operating Expenses: Gross 1.35 Net 1.24 Important Performance and Expense Information All performa...
Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe.
The fund has returned 1.02 percent over the past year, -1.95 percent over the past three years, 5.13 percent over the past five years and 6.06 percent over the past decade. SEE MORE SCWFX PERFORMANCE Fees American Funds SMALLCAP World Fund has an expense ratio of 1.05 percent. Net Expens...
Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe.
Principal U.S. Small-Cap ETF Price:undefined undefined Change: Category:Small Cap Blend Equities Last Updated:Jan 02, 2025 Vitals IssuerPrincipal BrandPrincipal StructureETF Expense Ratio0.38% ETF Home PageHome page InceptionSep 21, 2016 Index TrackedACTIVE - No Index ...
The fund has returned 4.54 percent over the past year, -5.84 percent over the past three years, 7.75 percent over the past five years, and 8.55 percent over the past decade. SEE MORE CGOAX PERFORMANCE Fees Fees are Average compared to funds in the same category. Columbia Small Cap Growth...