Beyond the well-documented size premium, small caps may also offer a key advantage for income-focused investors.

There’s been plenty of debate about the small-cap value premium, an investment analysis first published by Eugene Fama and Kenneth French in a 1992 paper, “The Cross-Section of Stock Returns ...

Within the small cap universe, some of the best returns over time have come from small cap stocks trading at low valuations. This excess return is called the “Small Cap Value” premium.

Companies with smaller market capitalizations could see larger tax deductions, boosting profits, should the One Big Beautiful Bill pass ...

This added onto the year-to-date gains of 2.6% for the S&P 500, 9.4% for the S&P Small Cap 600 and 3.5% for the S&P Mid Cap 400, and again widening the small cap premium this year to the 5 th ...

This video was recorded on March 02, 2024. Bill Mann: What you're really looking for in a small-cap company is the opportunity to invest in a Home Depot, whether it is a couple of shops in Atlanta ...

Premium Members of Morningstar.com can access a full list of all small-cap mutual fund medalists here and ETF medalists here. Start your free 14-day trial of Morningstar Premium . Rely on the gold ...

First, they confirm what AQR discovered two years earlier: “If one accounts for the quality difference between small and large stocks, a highly significant and distinct small-cap premium is, in ...

Deep Dive Small-cap growth stocks are the cheapest they’ve been in at least 24 years. Here’s how one manager is playing it. The current market environment may be the “best of both worlds for ...

Premium Members of Morningstar.com can access a full list of all small-cap mutual fund Morningstar Medalists here and ETF medalists here. Start your free 14-day trial of Morningstar Premium .