The departure of a long-tenured manager is a big loss for the fund; we lowered our rating to Bronze from Gold.
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.
This exchange-traded fund filters out some distressed stocks, but there are cheaper alternatives.
This small-cap dividend-oriented fund's thoughtful index construction sets it apart from its peers.
These funds have lost less in downturns than the S&P 500.