And as the charts above show, they always bounce back strongly. Nguyen sees small-cap indexes, on average, beating large-cap returns by about 4% annually over the coming decade.

Investors have pulled out a record $80 billion from small-cap stocks so far in 2025, setting the stage for what could be the ...

This month’s charts reveal high stock valuations, larger equity allocations in retirement plans and reasons for small stock underperformance.

As a result of this long-term outperformance, the valuation gap between large caps and small caps is the widest it has been ...

To elaborate, the large-cap to mid-cap ratio is currently trading at a 34% premium to its long-term average of 0.65x, while the large-cap to small-cap ratio is trading at an even larger premium of ...

Wells Fargo Investment Institute on Tuesday downgraded U.S. small-cap equities to "unfavorable" from "neutral", pointing to ...

1. Domestic focus The logic is straightforward. Small- and mid-cap companies tend to generate a larger share of their revenue from domestic markets compared to their large-cap counterparts.

In 4Q24 Thornburg Small/Mid Cap Growth Fund (I share class) returned 2.96%, 53 basis points ahead of the Russell 2500 Growth Index. Read more here.