Large-cap growth stocks have dominated for so long because most investors have stopped looking at anything else. The thinking ...

Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” fourth-quarter 2025 ...

Small-cap value funds have enjoyed a moment in the sun in the wake of the US election, but investors in these strategies have seen more than a decade of frustrating returns. Amid years of performance ...

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here. In the third ...

Launched on 09/09/2010, the Vanguard S&P Mid-Cap 400 Value ETF (IVOV) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity ...

Over the last 12 months, mid-cap value funds have returned 10.05%. On an annualized rate, these funds have returned 6.13% over the last three years and 12.09% over the last five. That compares with ...

A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk ...