Goldman Sachs Small Cap Value Insights Fund beat its benchmark in Q4 2025 with a 3.86% return. Read the full analysis for ...
The John Hancock Small Cap Core Fund outperformed its benchmark in Q4 due to strong stock selection in industrials. Read the ...
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” Q4 2025 ...
Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund” ...
Many small-cap funds lagged their benchmarks by wide margins in 2025 while putting up respectable absolute returns. Strategies that eschew speculative small caps and focus on higher-quality companies, ...
In 2025, small-cap stocks underperformed. The Russell 2000 Index tracks the performance of 2,000 U.S. small-cap stocks, delivering a total return of around 13% in 2025. This was significantly below ...
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap ...
Small caps have been plagued by negative earnings growth for years. That has led to significant underperformance relative to ...
At the beginning of 2025, I called the Vanguard Russell 2000 ETF one of the best investments for the year. It didn’t perform poorly by any means, but it underperformed the S&P 500. I still believe ...
Small and mid-cap biotech stocks entered 2025 like a compressed spring, and it finally snapped higher. “Biotech was a coiled spring following several quarters of underperformance,” Dr. Terry Smith, ...
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