The Royce Small-Cap Special Equity Fund rose 3.3% in 2025 but trailed its benchmark. Read the full analysis for more details.

During the quarter, the Lazard US Small Cap Equity Select Portfolio outperformed its benchmark, the Russell 2000 Index (net ...

Launched on September 9, 2010, the Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value ...

Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically ...

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for download here. Robust ...

Small caps are enjoying a renaissance in 2026. This ETF targets the space better than the others.

The Russell 2000 certainly represents the most comprehensive way to invest in small caps, but it's important to know exactly ...

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund." In the quarter, the Fund returned 4.62%, ...

Small-cap stocks are on a tear: The Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the ...

The small-cap-tracking Russell 2000 index was getting hit hard on Thursday, trading 1.9% lower, as Treasury yields were rising. The Russell is sensitive to rates and yields because smaller companies ...

The Russell Midcap Index, a market-weighted index, includes 800 U.S. companies with market caps from $2 billion to $10 ...

A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...