Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out. That’s because researchers have found that the so-called small-cap effect — the tendency for ...

The January effect, initially observed in small-cap stocks, has diminished over time, likely due to randomness rather than a true market anomaly. From 1979 to 2024, November and December have been the ...

I am no fan of small-cap investing. And I haven’t been for at least the past decade or so. That’s partly a market structure issue, and partly due to how the original small-cap ETF, the $64 billion ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

Small-cap stocks have underperformed the large caps in the past year. SPDR Portfolio S&P 600 Small Cap ETF SPSM has gained 9.8% in the past year (as of Jan. 6, 2025) versus 25.4% gains in the SPDR S&P ...

Year to date, developed-world small-cap is showing renewed leadership over its large-cap counterparts. Small-cap valuations are relatively low, which implies higher expected returns. ICSF’s trailing ...

High-quality small-cap stocks perform significantly better. These 12 companies fit that description. Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out ...