The Fund returned 2.47% and the Russell 2500™ Value Index returned 3.15%. Stock selection in the information technology and industrials sectors detracted from relative performance, while stock ...

Institutional class shares of the Columbia Select Small Cap Value Fund returned 0.35% for the quarter ending December 31, 2025. Read more here.

Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...

Small-cap funds are good choices for investors seeking diversification across different sectors and companies. Investors with a high-risk appetite should pick these funds. Small-cap funds generally ...

Launched on 06/16/2017, the Pacer US Small Cap Cash Cows ETF (CALF) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Value category of the market. What Are ...

The Heartland Value is snapping up regional banks and consumer-discretionary stocks.

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the Vanguard Small-Cap Value Index Fund ETF Shares (VBR), a passively managed exchange traded ...

While small-cap value stocks can outperform the broader market over time, they tend to be volatile and carry a meaningful risk of value traps, where low valuations reflect fundamental problems. A well ...

Moerus Capital Management (Moerus) today announced that the Moerus Worldwide Value Fund was the recipient of two LSEG Lipper United States Fund Awards for 2026. The Moerus Worldwide Value Fund ...

The investment seeks long-term capital appreciation. The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies ...

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 ...