Small-cap stocks are on a tear: The Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. So-called ‘small-cap’ stocks are the shares of companies with relatively low market ...

Small caps have underperformed large caps for years. Yield curve steepening, looser financial conditions, and tight credit spreads have led to outperformance year to date. Is 2026 finally going to be ...

Over 60% of capital currently allocated to small cap stocks is invested in passive vehicles, but historical data unequivocally shows that there is more opportunity for alpha (i.e., market ...