Small-cap stocks have underperformed the large caps in the past year. SPDR Portfolio S&P 600 Small Cap ETF SPSM has gained 9.8% in the past year (as of Jan. 6, 2025) versus 25.4% gains in the SPDR S&P ...

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 ...

High-quality small-cap stocks perform significantly better. These 12 companies fit that description. Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out ...

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 ...

Wall Street had a wobbly start to 2026, with major stock indices ending the year’s first trading day with a mixed note. While the S&P 500 inched up 0.2% and the Dow Jones Industrial Average gained 0.7 ...

Though investors do not universally agree on the existence of the January Effect, there is at least in theory a phenomenon in which small-cap stocks may rise at the start of the year after investors ...