If you bought a small-cap fund and a large-cap fund recently, I bet it took you longer to find a good small-cap fund. Limited capacity means there are fewer good small-cap funds, and some of those ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

It’s common knowledge that small-cap stocks are generally more volatile than their large-cap counterparts. Some reasons proposed for this include lower liquidity, reduced analyst coverage, and more ...

US small cap stocks (Russell 2000) enter 2026 at deep valuation discounts to large caps, with rotation underway and rates as the pivotal catalyst. Despite high absolute P/E, forward earnings growth ...

Forbes contributors publish independent expert analyses and insights. Brett uses “second-level thinking” to find dividend stocks to buy. Small-cap stocks haven’t been this cheap in decades. This ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. So-called ‘small-cap’ stocks are the shares of companies with relatively low market ...

Small-cap stocks have struggled to beat large caps for most of this decade. Their time to shine may be drawing near.

Bank of America strategists are bullish on small cap stocks (IWM), (SP600) in 2026, expecting them to outperform both mid- (SP400) and large caps (SP500) after facing numerous challenges in 2025. “The ...