Small cap value fund performance
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 … WebbManage small, mid and large cap equity funds. Above benchmark performance with consistent top decile performance. Assets under …
Small cap value fund performance
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Webb31 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: $393 million Gross Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Net Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Benchmark: Russell 2000 Value Minimum Holdings: 75 Webb12 apr. 2024 · The objective of Optimum Small-Mid Cap Value Fund is to seek long-term growth of capital. LSV Asset Management uses a quantitative investment model to …
Webbför 18 timmar sedan · The ClearBridge Small Cap Strategy outperformed its Russell 2000 Index benchmark during the first quarter. Click here to read the full fund letter.
Webb11 apr. 2024 · As of 12/31/2024, Overall Morningstar Rating among 443 Small Value funds based on Morningstar weighted average of the Fund's three, five, and ten year Risk … WebbThe SPDR MSCI USA Small Cap Value Weighted UCITS ETF invests in stocks with focus Small Cap, United States. The dividends in the fund are reinvested (accumulating). The total expense ratio amounts to 0.30% p.a.. The fund replicates the performance of the underlying index by buying a selection of the most relevant index constituents (sampling ...
Webb11 apr. 2024 · Small Cap Value Fund Russell 2000® Value Index Portfolio Characteristics AS OF 12/31/22 Fund Index Number of Holdings 66 1383 Average Market Cap ($ …
WebbTo obtain performance information current to the most recent month end, please visit the performance summary. The performance of the Small Cap Value Fund reflects the deduction of fees for value-added services associated with a mutual fund, such as investment management and fund accounting fees. The inception date for Class A … ravi chandran arthrex inc. linkedinWebb14 apr. 2024 · FRVLX has an expense ratio of 0.98% compared with the category average of 1.16%.To view the Zacks Rank and the past performance of all small-cap value … simple beamer projector won\u0027t stay on longWebb30 mars 2024 · Small Caps Outperforming in 2024 This year, small-cap stocks have outpaced larger equities. The Vanguard Small-Cap ETF (VB) VB +2% is up 8.15% year-to-date, while the Vanguard... ravichandran ashwin 124Webb5 apr. 2024 · Stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Stocks in the bottom 10% of the capitalization of the … ravichandran and shilpa shetty songWebb3 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 … simplebeam gp70 led projectorWebb8 feb. 2024 · VSIAX Performance - Review the performance history of the Vanguard Small Cap Value Index Admiral fund to see it's current status, yearly returns, and dividend history. simplebeamer softwareWebb1 apr. 2024 · Overall, Fidelity Small Cap Value ( FCPVX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, worse downside risk, and lower fees, Fidelity Small Cap ... ravichandran and juhi chawla movies