The Heartland Small Cap Value Strategy posted an outstanding second quarter, beating its benchmark and has continued to ...

Small-cap stocks and value investments may be the big winners of 2024. Spencer Platt/Getty Images 2024-02-11T10:07:01Z Share. Facebook Email X LinkedIn Copy link. An icon ...

Franklin Small Cap Value Fund (Advisor Class) outperformed its benchmark, the Russell 2000 Value Index, for the quarter ended ...

Small-cap value funds are up an average of 12.4% in 2024, trailing far behind the 28.5% gain on large growth funds—the best-performing category among the nine diversified US stock fund categories.

Want to try your luck investing in individual stocks? Investing legend Rob Arnott says go for it.

After filtering out the larger-capitalization stocks, AAII’s O’Shaughnessy Small-Cap Growth and Value screen looks for stocks with price-to-sales ratios of less than 1.5.

Small-cap growth stocks are up 16.5% during the first half of the year, while small-cap value stocks are up 30.6%. The total return (including dividends) for the S&P SmallCap 600 index is 23.6% ...

While studies show value stocks have beaten growth stocks since 1980, their corresponding ETF returns suggest the opposite.

Ten thousand dollars invested in small cap value stocks in 1972 would be worth over $6.9 million today vs. $1.7 million if invested in the broader U.S. stock market.