Small cap value fund performance
Webb5 apr. 2024 · Stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Stocks in the bottom 10% of the capitalization of the … WebbTop mutual fund holders, according to SEC filings, company interviews and Yahoo Finance, include: Fidelity Balanced Fund with 1,936,100 shares; Fidelity Value Fund with 1,138,760 …
Small cap value fund performance
Did you know?
Webb30 mars 2024 · Small Caps Outperforming in 2024 This year, small-cap stocks have outpaced larger equities. The Vanguard Small-Cap ETF (VB) VB +2% is up 8.15% year-to … WebbTo obtain performance information current to the most recent month end, please visit the performance summary. The performance of the Small Cap Value Fund reflects the deduction of fees for value-added services associated with a mutual fund, such as investment management and fund accounting fees. The inception date for Class A …
Webb11 apr. 2024 · Small Cap Value Fund Russell 2000® Value Index Portfolio Characteristics AS OF 12/31/22 Fund Index Number of Holdings 66 1383 Average Market Cap ($ … Webbcap value universe used in the study) is not representative of the performance of the Integrity Small Cap Value Fund. NOT A DEPOSIT • NOT FDIC OR NCUA INSURED • MAY LOSE VALUE • NO BANK OR CREDIT UNION GUARANTEE ©2024 Victory Capital Management Inc. V19.147 // 4Q 2024 INTGY Small Cap Val Fund FLY Small-cap value …
Webb3 apr. 2024 · Small-cap stocks offer big advantages for your investment portfolio. Nimble, small companies grow faster than large-cap firms, and they can deliver higher returns … Webb29 sep. 2024 · Individual small-cap stocks offer higher growth potential, and small-cap value index funds outperform the S&P 500 in the long run. Small caps also experience higher volatility, and individual ...
Webb31 juli 2024 · The LSV Small Cap Value Fund applies the LSV quantitative model to a universe of stocks to create and maintain a broadly diversified portfolio of primarily …
Webb11 apr. 2024 · Small Cap Value Fund. Russell 2000® Value Index. Portfolio. Characteristics AS OF 03/31/23. Fund. Index. Number of Holdings. 65. 1363. Average Market Cap ($ Weighted) $3.58B. ... Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. The … onlytrashedonlytrashed laravelWebb28 feb. 2024 · WMIDX Performance - Review the performance history of the WCM Mid Cap Quality Value Investor fund to see it's current status, yearly returns, and dividend history. only trained dogs for saleWebbSmall Cap Value Fund Generic RFP. Small Cap Value Fund Kit. 06/30/2024. From time to time, certain fees and/or expenses have been voluntarily or contractually waived or … only trashWebb14 apr. 2024 · FRVLX has an expense ratio of 0.98% compared with the category average of 1.16%.To view the Zacks Rank and the past performance of all small-cap value … in what increments are fences estimatedWebbför 18 timmar sedan · The ClearBridge Small Cap Strategy outperformed its Russell 2000 Index benchmark during the first quarter. Click here to read the full fund letter. in what important way does mathilde changeWebbThe Russell 2000 Value TR Index measures the performance of Russell 2000 Index companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000 TR Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. in what increment are cabinets manufactured