Small cap value fund performance
Webb12 apr. 2024 · Small-Caps Why Small-Cap Stocks Could Get an Earnings Pop This Quarter Apr. 13, 2024 at 8:10 a.m. ET by Barron's Arcus shares jump 13% after announcing plans … WebbSmall Cap Value Fund Generic RFP. Small Cap Value Fund Kit. 06/30/2024. From time to time, certain fees and/or expenses have been voluntarily or contractually waived or reimbursed, which has resulted in higher returns. Without these waivers or reimbursements, the returns would have been lower.
Small cap value fund performance
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Webb12 apr. 2024 · The Lipper Small-Cap Core Funds Average represents the average return of small-cap core mutual funds tracked by Lipper. View quarterly holdings Performance The performance quoted represents past performance and does not guarantee future results. Webb3 apr. 2024 · Small-cap stocks are among the most volatile equity investments, although they can reward investors with the potential for higher growth rates than their larger competitors. Over the longer...
Webb11 apr. 2024 · Small Cap Value Fund. Russell 2000® Value Index. Portfolio. Characteristics AS OF 03/31/23. Fund. Index. Number of Holdings. 65. 1363. Average Market Cap ($ Weighted) $3.58B. ... Standard Deviation measures the degree to which a fund’s performance has varied from its average performance over a particular time period. The … Webb30 nov. 2024 · Before adding a small-cap fund to your portfolio mix, though, double check that you don't already have plenty of exposure to small-company stocks through your …
Webbför 18 timmar sedan · The ClearBridge Small Cap Strategy outperformed its Russell 2000 Index benchmark during the first quarter. Click here to read the full fund letter. Webb12 apr. 2024 · The objective of Optimum Small-Mid Cap Value Fund is to seek long-term growth of capital. LSV Asset Management uses a quantitative investment model to …
Webb3 apr. 2024 · Small-cap stocks offer big advantages for your investment portfolio. Nimble, small companies grow faster than large-cap firms, and they can deliver higher returns …
WebbThe Russell 2000 Value TR Index measures the performance of Russell 2000 Index companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000 TR Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. theoretical mappingWebbför 14 timmar sedan · Franklin Small Cap Value Fund has a three-year annualized return of 14.4% as of Feb 28, 2024. FRVLX has an expense ratio of 0.98% compared with the … theoretical markWebb31 juli 2024 · LSV Small Cap Value Fund Fund Information (as of 12/31/22) Asset Class: U.S. Equity Fund Inception: February 28, 2013 Assets in Fund: $393 million Gross Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Net Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Benchmark: Russell 2000 Value Minimum Holdings: 75 theoretical market priceWebb31 juli 2024 · The LSV Small Cap Value Fund applies the LSV quantitative model to a universe of stocks to create and maintain a broadly diversified portfolio of primarily … theoretical machine learning booksWebbSmall Cap Value Fund Generic RFP. Small Cap Value Fund Kit. 06/30/2024. From time to time, certain fees and/or expenses have been voluntarily or contractually waived or … theoretical marketWebb931 views, 61 likes, 0 loves, 10 comments, 0 shares, Facebook Watch Videos from 3FM 92.7: Welcome to Hot Edition with Alfred Ocansey on 3FM92.7 theoretical marketingWebb31 mars 2024 · VICTORY SMALL CAP VALUE COLLECTIVE FUND (NET 75)- Performance charts including intraday, ... Performance Current Year: 2.61: Performance since Inception: 360.74: Maximum Loss 1 Year-12.55: theoretical markov spectrum