AVDV is an active ETF targeting international small-cap value, beating major benchmarks over one and five years with a rising ...

For the first time since 2022, “value” has started to outperform “growth,” and it’s started in the small-cap asset class.

Quick Read 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 ...

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 ...

Fee structure, dividend yield, and portfolio breadth set these two value ETFs apart for investors weighing cost against liquidity.

A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk ...

Wealth Enhancement’s latest 13F filing highlights USVM as a deliberate tool for accessing small- and mid-cap stocks, a move ...

The small-cap value ETFs are a great way to ready up for a return of lower rates and a value rotation. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...

Large-cap growth stocks have dominated for so long because most investors have stopped looking at anything else. The thinking ...

Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a ...

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in ...