Small caps

This has been a very good year for major small-cap benchmarks. For example, the widely followed Russell 2000 Index and the S&P SmallCap 600 Index are up 24 percent and 29 percent, respectively, year-to-date. Some small-cap strategies are doing even better, namely small-cap exchange-traded funds...

Since Election Day, small-cap stocks and exchange-traded funds have been enjoying a blistering pace, but that rally is eliciting concern among some market observers. For example, the iShares Russell 2000 Index (ETF) (NYSE: IWM) is up 13.3 percent over the past month, but there are signs some of the...

Small-cap stocks and exchange-traded funds are integral parts of properly diversified equity portfolios and the asset class is receiving increased attention after posting banner November returns. Still, many investors do not associate small-caps with dividends. DES And Small-Cap Strategies For ten...

With any luck, the current bull market will celebrate its ninth anniversary in March 2017. A wide array of non-leveraged exchange traded funds have posted stellar returns since March 2009, but among broader market equity funds, small- and mid-cap funds have generated particularly breathtaking...

The "Trump rally," the term applied to the post-election run-up in equities following the U.S. presidential election, ebbed a bit Monday. One trading day does not define a trend, but it is fair to say some asset classes have enjoyed the stunning election results. ETF Strategies Post-Election That...

Jefferies’ Randal J. Konik believes the Q3 results announced by Callaway Golf Co (NYSE: ELY) reaffirm that the company has continued to gain market share against the backdrop of a mixed environment. Konik reiterated a Buy rating on the company, while raising the price target from $14 to $16....

Emerging markets stocks and exchange-traded funds are back in style this year, but some ETFs tracking developing economies are going unnoticed. That is particularly true of emerging markets small-cap ETFs. Perhaps the reason for that is investors often associate smaller stocks with volatility and...

Small-cap stocks and exchange-traded funds are often thought as destinations for investors seeking growth. With that can come added volatility and making that trade-off all the more the difficult is that small caps are usually a low-yielding corner of the equity market. Add to that, if U.S. small-...

When it comes to exchange-traded funds tracking the technology sector, the largest sector weight in the S&P 500, the funds that command the most attention are large-cap products heavy on familiar stocks such as Apple Inc. (NASDAQ: AAPL) and Microsoft Corporation (NASDAQ: MSFT). However, as is...

Actively managed funds are under considerable pressure, much of it coming courtesy of lower-cost, passively managed exchange-traded funds. However, active's advocates, of whom there remain plenty, believe there are asset classes and market segments where active management works for investors....

Skypeople Fruit Juice Inc (NASDAQ: SPU), a China-based holding company that sells fruit juice concentrates, fell more than 4 percent Tuesday morning following a report by Geo Investing. Geo Investing first highlighted the relatively unknown nano-cap company in late July after the company entered...

Forget FANG. According to Turning Point Analytics, small-cap tech is the place to be. In a new report, Turning Point argued small-cap tech stocks are well-positioned to continue to outperform the rest of the tech sector. So far this year, the Russell 2000 TECH Index is up 13 percent, more than...

There is a slew of data points suggesting that active management has some, to put it delicately, shortcomings. Those issues are particularly acute when drifting away from large caps to mid and small caps. “The March 2016 persistence scorecard, published last week, showed that just 19 percent...

Among precious metals, it's silver that actually deserves the gold medal this year. Just look at the iShares Silver Trust (ETF) (NYSE: SLV), which is higher by nearly 44 percent compared to gains of about 26 percent for comparable gold exchange traded products. No one is going to complain...