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.
We’ve added to our Morningstar Prospects list of intriguing, little-known, or new strategies.
This ETF's significant cost advantage should translate into attractive category-relative performance.
The Brexit made waves.
Perkins Small Cap Value may lag in strong market rallies, but this Silver-rated fund's long-term risk-adjusted returns are very competitive.