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...The S&P BSE small-cap index is down 4.9 per cent month to date....
...An index of small cap companies in mainland China dropped 4.8 per cent on Tuesday despite the country’s stronger than expected first-quarter gross domestic product figures....
...Today, DFA manages about $677bn, and a decent chunk of that is invested in its suite of small-cap funds. such as its $15.4bn US Small Cap Portfolio....
...“If those Fidelity trading fees are socialised across the fund base as increased fund expenses, that makes the fund more expensive for everybody,” Kashner said....
...Georgina Brittain, manager of the JPMorgan UK Small Cap Growth & Income trust, notes that in the past, mid-caps have traded at a premium to the FTSE 100 as they are considered more nimble and faster growing...
...The overall market size remains small, at €33.8bn spread across 87 active ETFs, but it has expanded by about €10bn in the past 12 months....
...US small caps notched their longest winning streak of the year in a session that proved relatively muted for their large-cap counterparts. The Russell 2000 finished 1.3 per cent higher on Tuesday....
...It was the fourth straight positive session for the index — which tracks Wall Street’s 2,000 largest small cap stocks — the first such run since late December....
...Charles Schwab and Fidelity, for example, use some self-constructed indices or cheaper brand variants for a lot of their suites of super-cheap ETFs and index funds....
...Of these, the 227 that traded the CSI1000 index — composed of Shanghai and Shenzhen-listed small cap stocks — reported an average annual return of 8.57 per cent....
...China’s stock market rally gained momentum on Tuesday afternoon as the country’s small-cap and tech companies rebounded....
...small-cap Russell 2000....
...For Jill Carey Hall, US equity strategist and head of US small and mid-cap strategy at Bank of America, the lower valuations of small-caps bode well for returns....
...By comparison, relying on the small-cap premium has been a lot less profitable....
...Which is perhaps a symptom of malaise among the small-caps....
...Still, cheap UK stocks are starting to grab the attention of fund managers....
...The small-cap focused Russell 2000 added 1.1 per cent. Treasury prices rose after a Thursday sell-off. The yield on the 10-year bond fell 0.04 percentage points to 4.67 per cent....
...Cap Equity UCITs ETF (BBSD) for small caps....
...Fidelity includes Royal London Short Duration Global Index Linked Fund M Inc in its “Select 50” list of recommended investments, saying: “The loans are made over short periods (under five years usually)...
...The domestic stock market index, the ASE, is up almost 40 per cent over the past year, outperforming the S&P 500....
...By 1990 there were already 1.7mn of these accounts, helping drive the launch of domestically focused small and mid-cap funds....
...I mean, Robin Wigglesworth wrote this piece on small caps recently. Katie MartinFor FT Alphaville, yeah. Toby NangleAlphaville....
...“If I’m a small cap manager, I want to get my capacity before I tell the world what I’m investing in, because the world is going to front-run me and . . . move the market away from me....
...Upside caps therefore can differ widely as new funds are launched. At the start of 2022, the popular Innovator US Equity Power Buffer ETF had a 9 per cent cap....
...Twice a year it publishes an active/passive barometer that benchmarks active funds using a composite of passives rather than an index....
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