Returns can vary over time, but small value stocks have outperformed over the long term. A recent 13-month span showed how quickly the premiums can appear.
For over 40 years, Dimensional has employed a systematic and cost-effective approach to capture every bit of return they can for clients, in the real world.
The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows.
Outsize index fund positions in meme stocks draw attention to the style drift arising from infrequent rebalancing. Small cap value index fund investors may have less in small value than they expected.
July 2021 Stock market averages posted mixed results in June as economic headlines had investors vacillating between favoring cyclical or growth issues and ultimately choosing the latter to close the month. Large and small cap indexes outperformed mid-caps in June.…