Small-cap growth funds are natural choices for investors with a high-risk appetite when capital appreciation over the long term takes precedence over dividend payouts. These funds focus on realizing ...

Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a ...

Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...

Fees are Below Average compared to funds in the same category. Hotchkis & Wiley Small Cap Value Fund has an expense ratio of 0.99 percent. Risk is Average compared to funds in the same category ...

Franklin Small Cap Value Fund (Advisor Class without sales charges) underperformed its benchmark, the Russell 2000 Value ...

Lumentum: Shares of this market-leading designer and manufacturer of innovative optical and photonic products rallied in the third quarter, fueled by apparent investor enthusiasm for its AI-driven ...

Making its debut on 06/16/2017, smart beta exchange traded fund Pacer US Small Cap Cash Cows ETF (CALF) provides investors broad exposure to the Style Box - Small Cap Value category of the market.

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” third-quarter 2025 investor letter. During the quarter, the fund ...

While bigger funds may get the headlines, small-value funds have their own appeal. As Morningstar fund reporter Gabe Alpert explains, “The long-term outperformance of such stocks has been empirically ...

Royce Small-Cap Special Equity Fund has an expense ratio of 2.24 percent. Like all stock funds, this one comes with some risks. Volitility measures reflect the uncertainty or risk of change in a ...