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U.S. Small-Cap Equities and Funds

U.S. small-caps are attractive now—what should investors consider?

Do your clients’ portfolios contain small-cap equities or funds? With small-caps expected to rebound and their valuations sitting at historical lows, it’s critical for advisors to understand the opportunities that exist within the industry.

Our research looks in-depth at the U.S. small-cap landscape, including historical performance reviews, fund manager considerations, key growth drivers, industry pitfalls, and more.

Download the full report to learn how you can help your clients take advantage of the latest insights in the small-cap universe.

What's inside

  • The importance of quality and its impact on performance for small-cap stocks and small-cap funds 
  • How index composition is affecting manager decisions 
  • A look at analyst recommendations for actively managed small-cap funds 

Get the report