The Royce Small-Cap Special Equity Fund rose 3.3% in 2025 but trailed its benchmark. Read the full analysis for more details.
A smart beta exchange traded fund, the First Trust Small Cap Core AlphaDEX ETF (FYX) debuted on 05/08/2007, and offers broad exposure to the Style Box - Small Cap Blend category of the market. What ...
BNY Mellon Small/Mid Cap Growth Fund (Class A shares at NAV) outperformed its benchmark, the Russell 2500 Growth Index, ...
Risk-loving investors, who give precedence to capital appreciation along with dividend payouts, may consider small-cap blend mutual funds to derive healthy returns. These funds focus on realizing an ...
Small caps are enjoying a renaissance in 2026. This ETF targets the space better than the others.
Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically ...
Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund”. A copy of the letter can be downloaded here. U.S. small-cap equities ...
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 $1.10 billion ...
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 ...
Small-cap mutual funds in India offer high growth potential for investors willing to take calculated risks in 2026. Axis Small Cap Fund ...