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.
Goldilocks knows there are problems with being too hot or too cold.
Investors know what they are paying in fees, but more should be asking if they are getting what they pay for.
After a tough 2016, growth made a comeback in 2017's first quarter.
The departure of a long-tenured manager is a big loss for the fund; we lowered our rating to Bronze from Gold.
This exchange-traded fund filters out some distressed stocks, but there are cheaper alternatives.
The contrarian signal doesn’t translate well.
Bronze-rated Schwab Fundamental U.S. Small Company ETF attempts to profit from mean-reversion in valuations among small-cap stocks.