For years, owning small-cap stocks felt like watching a neighbor’s party through a window. Large-cap indexes kept climbing, ...

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 ...

Small-cap stocks could rally as the Federal Reserve continues its rate-cutting campaign in 2025. The Russell 2000 small-cap benchmark index is popular, but it lacks a quality filter. These two ETFs ...

“We have been net sellers of large and mega-cap companies and buyers of mid-cap companies.” That’s what value investor Brian Selmo of First Pacific Advisors told me recently on Morningstar’s The Long ...

We have covered a few different index topics recently, from looking at what makes a company American to how much of your shares outstanding really could be owned by index trackers if you’re added to a ...

Small-cap stocks have trailed large caps for 15 years -- an historical anomaly. Eras of small-cap and large-cap outperformance generally last 6 to 16 years. There are three reasons to believe a ...