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Small Cap Value

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  1. Smooth Transitions

    These managers have planned for the future—and protected strong records—by placing an emphasis on succession planning.

  2. Become a Better Index Investor

    Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.

  3. The Year's Biggest Fee Cuts and Hikes

    Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.

  4. The Year's Biggest Fee Cuts and Hikes

    Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.

  5. Ignore Fee Data at Your Own Expense

    Fee level comparison and other metrics can help you determine whether a fund is offering a good deal.

  6. Does the Small-Cap Premium Exist?

    It is unreliable at best.

  7. Discipline Gives DFA Its Edge

    Focus and low costs set Dimensional apart.

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