The Virtus KAR Small-Cap Core Fund (PXSGX) returned -0.74% (Class I) in the quarter, underperforming the Russell 2000® Index’s 2.19% return.
The Harbor Small Cap Growth Fund outperformed its benchmark this quarter. Strength in Industrials and Information Technology offset relative weakness in Health Care.
There are plenty of choices in the Small Cap Growth category, but where should you start your research? Well, one fund that may not be worth investigating is Brown Capital Management Small Company ...
The Schwab U.S. Small-Cap ETF (NYSEARCA:SCHA) has delivered a 5.5% return YTD, tracking the broader small-cap market’s ...
After undergoing a prolonged seesaw ride, Ivy Small Cap Growth finally seems to be finding its rhythm. As of ((UNHANDLED TYPE: NoneType for 'None')), the fund has assets totaling almost $1.08 billion ...
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 ...
Edelweiss Flexi Cap Fund has maintained a disciplined large-cap allocation of 63–69%, even as several flexi-cap peers have ...
AVDV’s $14.6B portfolio concentrates heavily in materials and energy across Australia, Canada and Japan. Top holdings include gold miners Perseus and B2Gold plus coal producer Whitehaven and energy ...
When small-cap stocks underperform for years, investors often forget they exist. Then sentiment shifts, and suddenly everyone ...