Small cap value fund performance
Webb31 juli 2024 · LSV Small Cap Value Fund Fund Information (as of 12/31/22) Asset Class: U.S. Equity Fund Inception: February 28, 2013 Assets in Fund: $393 million Gross Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Net Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Benchmark: Russell 2000 Value Minimum Holdings: 75 Webb11 apr. 2024 · Small Cap Value Fund Russell 2000® Value Index Portfolio Characteristics AS OF 12/31/22 Fund Index Number of Holdings 66 1383 Average Market Cap ($ …
Small cap value fund performance
Did you know?
Webb11 apr. 2024 · JSCOX Small Cap Value Fund Defensive-minded specialists aiming to identify undervalued small-cap opportunities Share Class - I NAV $21.52 As of … WebbSmall-value portfolios invest in small U.S. companies with valuations and growth rates below other small-cap peers. Stocks in the bottom 10% of the capitalization of the U.S. …
WebbOmni Tax-Managed Small-Cap Value Fund Mutual Fund Overview & Performance Bridgeway Mutual Funds Omni Tax-Managed Small-Cap Value Fund As of March 13, 2024, the Bridgeway Omni Tax-Managed Small-Cap Value Fund (BOTSX) has been reorganized into the EA Bridgeway Omni Small-Cap Value ETF (BSVO). Please click here to visit the … Webb3 apr. 2024 · Small-cap stocks offer big advantages for your investment portfolio. Nimble, small companies grow faster than large-cap firms, and they can deliver higher returns …
WebbThe Russell 2000 Value TR Index measures the performance of Russell 2000 Index companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000 TR Index represents the smallest 2,000 companies in the Russell 3000 Index, ranked by total market capitalization. Webb31 dec. 2024 · The Overall Morningstar Rating™ among 453 Small Value funds is derived from a weighted average of the risk-adjusted performance figures associated with its 3-, 5- and 10-year periods Morningstar Ratings as of 31 December 2024. Carefully consider the Fund’s investment objectives, risks and expenses.
Webb10 apr. 2024 · The investment seeks to track the performance of the S&P SmallCap 600® Value Index that measures the investment return of small-capitalization value stocks in …
WebbCurrent and Historical Performance Performance for Vanguard Small-Cap Value Index Fund Institutional Shares on Yahoo Finance. small dining table for front porchWebbManage small, mid and large cap equity funds. Above benchmark performance with consistent top decile performance. Assets under … sondra thiedermanWebb31 dec. 2024 · Investing primarily in stocks of small-cap companies, Touchstone Small Cap Value Fund utilizes a classic value-driven fundamental investment process to identify companies believed to be selling at a discount to their intrinsic value. It seek long-term capital growth for its investors. Contact Us sondrawmyers yahoo.comWebbSmall Cap Value Fund Generic RFP. Small Cap Value Fund Kit. 06/30/2024. From time to time, certain fees and/or expenses have been voluntarily or contractually waived or reimbursed, which has resulted in higher returns. Without these waivers or reimbursements, the returns would have been lower. Voluntary waivers or reimbursements may be applied … sondra washington fauWebbför 14 timmar sedan · Franklin Small Cap Value Fund has a three-year annualized return of 14.4% as of Feb 28, 2024. FRVLX has an expense ratio of 0.98% compared with the … sondra wolff lcswWebbSmall Cap Value Fund Generic RFP. Small Cap Value Fund Kit. 06/30/2024. From time to time, certain fees and/or expenses have been voluntarily or contractually waived or … sondra\u0027s jewelry schenectadyWebb14 apr. 2024 · FRVLX has an expense ratio of 0.98% compared with the category average of 1.16%.To view the Zacks Rank and the past performance of all small-cap value … sondre wiersholm