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....
...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....
...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....
...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....
...“A fee skirmish broke out in high-yield index ETFs in July, when [Charles] Schwab entered the high-yield bond market at the same price as the lowest-cost high-yield bond ETF [State Street’s high-yield bond...
...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....
...By contrast, the amount of cash parked in Schwab money market funds jumped 70 per cent to $477bn during the fourth quarter. Schwab earns a 0.26 per cent fee on these funds....
...Charles Schwab, which also provides commission-free ETF trading on its platform and already charges a small group of ETF sponsors fees of 10 per cent, would not comment on whether it was also considering...
...The Nasdaq Composite fell 0.2 per cent, and the small-cap focused Russell 2000 declined 0.5 per cent....
...Berkshire produces returns exactly like those of the large cap US index (this is true over five and 10 years, too)....
...The Russell 2000 index of smaller US companies has performed even worse, sitting about 20 per cent below its 2021 peak, with analysts at Morgan Stanley noting earlier this week that small caps were showing...
...small-cap Russell 2000....
...By comparison, relying on the small-cap premium has been a lot less profitable....
...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....
...Admittedly the field of choice is small on the stocks side....
...The small-cap focused Russell 2000 gained 0.2 per cent. The yield on the 10-year Treasury bond was down 0.03 percentage points at 4.46 per cent, hovering around a one-month low....
...Which is perhaps a symptom of malaise among the small-caps....
...The small cap-focused Russell 2000 also finished at its highest level in a month after closing 0.9 per cent higher....
...Cap Equity UCITs ETF (BBSD) for small caps....
International Edition