The investment seeks long-term growth of capital. The fund invests primarily in equity securities of U.S. small capitalization growth companies. Under normal circumstances, the fund invests at least ...

SFLO ETF review: top-quartile small-cap value returns, strong ROTC, but Energy volatility and weak earnings durability risks.

Fees are Above Average compared to funds in the same category. abrdn US Small Cap Equity Fund has an expense ratio of 1.64 percent. Risk is Average compared to funds in the same category according to ...

First Eagle Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 13.00% in third quarter 2025. The leading detractors in the quarter were FTAI Infrastructure Inc. (FIP), ...

Small-cap funds generally invest in companies having a market cap of less than $2 billion. The companies, smaller in size, ...

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 ...

Few investing phenomena have been as consistent as the tendency for quality small caps—thought of as those with positive earnings, less debt, and lower volatility—to outperform the broader small-cap ...

Fed rate cuts could boost mid-cap companies—and the earnings outlook is strong. The T. Rowe Price Diversified Mid Cap Growth ...

Although small value stock strategies have lagged the overall market in recent years, the long-term outperformance of such stocks has been empirically demonstrated since at least the 1990s. However, ...

Below is a list of the worst small-cap financial stocks with D+ Earnings Revisions grades as earnings approach. The list spans diverse financial sectors, including Regional Banks, Asset Management and ...