We are pleased with UGI Corp's improved financial position, green shoots at Amerigas and the upgrade to UGI’s long-term EPS ...

Royce Small-Cap Fund advanced 1.95% for the quarter, lagging its benchmark, Russell 2000 Index, which was up 2.19% for the ...

Any investors hoping to find a Small Cap Growth fund could think about starting with Federated Kaufmann Small Cap C (FKCSX). FKCSX possesses a Zacks Mutual Fund Rank of 2 (Buy), which is based on ...

Most small-cap funds give you size exposure. Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) gives you something more targeted: a systematic bet that small, cheap, profitable companies outperform ...

The investment seeks capital appreciation. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities, including common ...

The investment seeks long-term capital appreciation. The fund invests primarily in stocks of small companies that its investment manager believes have a combination of attractive valuations, growth ...

The stock market is shifting away from a few dozen tech and mega-cap winners into stocks that have been under-the-radar and left behind. We’re still early in this trend, and buying small-cap ETFs like ...

Small Cap Growth fund seekers may want to consider taking a look at JPMorgan Small Cap Growth Fund A (PGSGX). PGSGX possesses a Zacks Mutual Fund Rank of 3 (Hold), which is based on various ...

The recovery of small, cheap stocks has been promised before. Maybe, if the market tires of Microsoft, Apple and Meta, we’ll finally get it. Miles Lewis, manager of the Royce Small Cap Total Return ...

Aristotle Capital Boston, LLC, an investment advisor, released its fourth-quarter investor letter for “Small Cap Equity Fund” ...

Small-cap stocks are on a tear: The Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the ...

While bigger funds may get the headlines, small-value funds have their own appeal. As Morningstar fund reporter Gabe Alpert explains, “The long-term outperformance of such stocks has been empirically ...