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Small Cap Value

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  1. Small -cap value funds crush their large-cap brethren

    Small - cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.

  2. 10 Under-the-Radar and Up-and-Coming Funds

    We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.

  3. Cheap Exposure to Small-Growth Stocks

    This ETF's significant cost advantage should translate into attractive category-relative performance.

  4. Newly Reopened: A Risk-Conscious Small-Cap Fund

    Perkins Small Cap Value may lag in strong market rallies, but this Silver-rated fund's long-term risk-adjusted returns are very competitive.

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