The Heartland Small Cap Value Strategy posted an outstanding second quarter, beating its benchmark and has continued to ...

2024 may see a resurgence of small-cap stocks, challenging the recent dominance of large-cap stocks. Small caps are undervalued and well-positioned to capitalize on market trends, experts say.

Franklin Small Cap Value Fund (Advisor Class) outperformed its benchmark, the Russell 2000 Value Index, for the quarter ended ...

Small-cap value funds are up an average of 12.4% in 2024, trailing far behind the 28.5% gain on large growth funds—the best-performing category among the nine diversified US stock fund categories.

While studies show value stocks have beaten growth stocks since 1980, their corresponding ETF returns suggest the opposite.

Ten thousand dollars invested in small cap value stocks in 1972 would be worth over $6.9 million today vs. $1.7 million if invested in the broader U.S. stock market.

This fund is one of the most sprawling in the small-value category with more than 900 stocks. The portfolio managers consider the bottom 10% of US stocks by market cap, excluding companies working ...