Hints and tips:
Related Special Reports
...The S&P BSE small-cap index is down 4.9 per cent month to date....
...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....
...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....
...“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...
...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....
...By comparison, relying on the small-cap premium has been a lot less profitable....
...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....
...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....
...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....
...small-cap Russell 2000....
...An index of small cap companies, the CSI 2000 index, jumped 5.3 per cent, reversing some heavy losses from earlier in the week....
...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....
...An index of small-cap Chinese stocks, the CSI 2000, jumped 5.4 per cent, reversing heavy losses to start the week....
...Which is perhaps a symptom of malaise among the small-caps....
...Still, cheap UK stocks are starting to grab the attention of fund managers....
...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....
...Twice a year it publishes an active/passive barometer that benchmarks active funds using a composite of passives rather than an index....
...“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....
...The small-cap focused Russell 2000 lost 0.7 per cent. The moves follow Federal Reserve chair Jay Powell saying on Tuesday that the fight against inflation will take “longer than expected”....
International Edition