Viewpoints about Small Cap
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Growth or value in small caps? Consider a core approach
A core approach to U.S. small-cap equities can blend the attributes of both the value and growth styles while addressing sector concentration risks.
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Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
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Understanding the performance of small-cap stocks
Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.
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Plain English, please: stock market jargon explained for average investors
It can be hard for an average investor—and even many professionals—to make sense of the jargon you encounter about investing. Here's a look at key stock market terms, from bull and bear markets to P/E and P/B ratios.
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All that glitters: the problem with speculative small caps
A third of all small caps are unprofitable, speculative companies that are vulnerable to volatility. For this reason, a focus on quality small caps matters to investors.
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3 things every investor should know about factor investing
What are factors? They’re the key to higher expected returns. Here are a few things every investor should know about factor investing.
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How small-cap stocks may benefit from the new tax law
The recently passed tax law carries investment implications across sectors and capitalizations. Here's why we believe small caps stand to benefit in particular.
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Four reasons to consider small- and mid-cap international stocks
The small- and mid-cap segments of today’s international equity markets offer strong potential for investors seeking superior risk-adjusted returns as well as enhanced portfolio diversification.
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