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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. Flows + Bloat = Headaches for Funds

    Goldilocks knows there are problems with being too hot or too cold.

  3. A Different Way to Frame Fees

    Investors know what they are paying in fees, but more should be asking if they are getting what they pay for.

  4. First Quarter in U.S. Equity Funds: Growth Dominates Value

    After a tough 2016, growth made a comeback in 2017's first quarter.

  5. Fidelity Small Cap Discovery Downgraded as Myers Exits

    The departure of a long-tenured manager is a big loss for the fund; we lowered our rating to Bronze from Gold.

  6. A Small-Value ETF With an Eye on Profitability

    This exchange-traded fund filters out some distressed stocks, but there are cheaper alternatives. 

  7. Buying Losers Might Work for Stocks, but Not for Funds

    The contrarian signal doesn’t translate well.

  8. This Dynamic Small-Cap ETF Should Find an Edge

    Bronze-rated Schwab Fundamental U.S. Small Company ETF attempts to profit from mean-reversion in valuations among small-cap stocks. 

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