Equity mutual funds saw a significant surge in inflows during February, with large, mid, and small-cap categories experiencing notable increases. This rise, driven by lower redemptions, suggests a ...

The Royce Small-Cap Special Equity Fund rose 3.3% in 2025 but trailed its benchmark. Read the full analysis for more details.

During the quarter, the Lazard US Small Cap Equity Select Portfolio outperformed its benchmark, the Russell 2000 Index (net ...

Risk-loving investors, who give precedence to capital appreciation along with dividend payouts, may consider small-cap blend mutual funds to derive healthy returns. These funds focus on realizing an ...

The investment seeks a favorable long-term total return, mainly through capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in small-cap and mid-cap equity ...

Earnings are picking up among small-caps. Consider these under-the-radar stocks and top-notch mutual funds.

Small-cap stocks were rallying Friday, in a positive start to 2026 as they outperformed major U.S. large-cap equity benchmarks in early afternoon trading. The Russell 2000 Index, a measure of U.S.

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the ...

Compare how cost, sector focus, and risk profiles set IVV and IWM apart for investors seeking different equity exposures.

For investors who want equity exposure without the anxiety of picking the right market cap at the right time, an all-cap fund of funds strategy can be the right solution.