Launched on January 26, 2004, the Vanguard Small-Cap Value ETF (VBR) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity ...

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 ...

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in ...

This ETF is one of the biggest in the small-cap category. Beyond its large asset base, it has a legacy of outperformance. Its track record is all the more impressive when considering other factors.

IJT targets U.S. small-cap growth stocks through a rules-based, index-tracking approach for diversified equity exposure.

Small-cap stocks have struggled to deliver alpha. Get an updated take on why large caps dominate and how to trade IWM/RWM short term—read now.

ISCV charges a much lower fee and holds nearly four times as many stocks as IJJ. ISCV has delivered a higher 1-year total return but with a steeper maximum drawdown, while IJJ has delivered a higher 5 ...

AVDV’s $14.6B portfolio concentrates heavily in materials and energy across Australia, Canada and Japan. Top holdings include gold miners Perseus and B2Gold plus coal producer Whitehaven and energy ...

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the First Trust Small Cap Core AlphaDEX ETF (FYX), a passively managed exchange traded fund ...

The Harbor Small Cap Growth Fund delivered a 3.09% return in Q4 2025, outperforming its Russell 2000 Growth Index benchmark.

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Small Cap Value Equity Strategy” third-quarter investor letter. A copy ...