Investors should look at small caps as a long-term allocation, says Varun Goel, Fund Manager, Mirae Asset Mutual Fund.
The Russell 2000 has returned 7% so far in 2025 but performance has been improving of late and the Fed's easing cycle is expected to improve prospects for the asset class. While large-cap megatech ...
Smaller energy companies have also proven more sensitive to rising oil prices, amplifying gains. While large-cap energy ...
In a stock market hunting for new leadership, the Russell 2000 Index has advanced about 5% in the past month, outpacing a 1% gain for the tech-heavy Nasdaq 100 which has been weighed down by weakness ...
Over 60% of capital currently allocated to small cap stocks is invested in passive vehicles, but historical data unequivocally shows that there is more opportunity for alpha (i.e., market ...
Russell 2000 companies collectively carry over $800 billion in debt, with approximately $368 billion maturing in 2026 and another $341 billion in 2027. Here’s the problem, tough. 43% of small-caps are ...
Despite a challenging 2025 with negative returns, small cap mutual funds saw renewed investor interest in February 2026 with ...
Small-caps have only outperformed the S&P 500 once since 2017. We're already seeing signs of a rotation into small caps and value stocks as investors question valuations. A 45% gain during the next ...
Small-cap and mid-cap stocks have sold off recently and now appear cheap relative to large-cap AI growth names. The iShares Core S&P Small-Cap ETF (IJR) offers a 1.9% dividend yield and focuses on ...
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 ...
If you’re cynical about whether the small-cap rally of 2026 will last, I don’t blame you. The month of January has long been associated with strong returns for the asset class, but overall performance ...
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 ...