Small cap value fund performance
Webb31 juli 2024 · LSV Small Cap Value Fund Fund Information (as of 12/31/22) Asset Class: U.S. Equity Fund Inception: February 28, 2013 Assets in Fund: $393 million Gross Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Net Expense Ratio: 0.83% (LSVQX), 1.08% (LVAQX) Benchmark: Russell 2000 Value Minimum Holdings: 75 WebbAvantis International Small Cap Value ETF Fact Sheet Prospectus Share Market Price $58.33 as of 04/06/2024 1 Day Market Price Change $0.13 (0.21%) as of 04/06/2024 YTD Market Price Total Return 5.71 as of 03/31/2024 NAV $58.24 as of 04/06/2024 1 Day NAV Change -$0.01 (-0.02%) as of 04/06/2024 YTD NAV Total Return 5.57 as of 03/31/2024
Small cap value fund performance
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WebbOmni Tax-Managed Small-Cap Value Fund Mutual Fund Overview & Performance Bridgeway Mutual Funds Omni Tax-Managed Small-Cap Value Fund As of March 13, 2024, the Bridgeway Omni Tax-Managed Small-Cap Value Fund (BOTSX) has been reorganized into the EA Bridgeway Omni Small-Cap Value ETF (BSVO). Please click here to visit the … Webb14 apr. 2024 · Value-creating strategies for small and mid-cap chemical companies. April 14, 2024. In this article published in Chemical Industry Journal, CRA’s energy experts …
Webbför 14 timmar sedan · Franklin Small Cap Value Fund has a three-year annualized return of 14.4% as of Feb 28, 2024. FRVLX has an expense ratio of 0.98% compared with the … Webb11 apr. 2024 · Small Cap Value Fund Russell 2000® Value Index Portfolio Characteristics AS OF 12/31/22 Fund Index Number of Holdings 66 1383 Average Market Cap ($ …
WebbCurrent and Historical Performance Performance for Vanguard Small-Cap Value Index Fund Institutional Shares on Yahoo Finance. WebbSmall-value portfolios invest in small U.S. companies with valuations and growth rates below other small-cap peers. Stocks in the bottom 10% of the capitalization of the U.S. …
Webb31 juli 2024 · The LSV Small Cap Value Fund applies the LSV quantitative model to a universe of stocks to create and maintain a broadly diversified portfolio of primarily …
Webb14 apr. 2024 · FRVLX has an expense ratio of 0.98% compared with the category average of 1.16%.To view the Zacks Rank and the past performance of all small-cap value … how to say hub in spanishWebb10 apr. 2024 · The investment seeks to track the performance of the S&P SmallCap 600® Value Index that measures the investment return of small-capitalization value stocks in … north idaho classical academyWebb30 okt. 2024 · Performance: Small-cap value funds have the potential to deliver solid returns to investors if the stocks in the fund benefit from growth and price appreciation … north idaho college accreditation issuesWebb28 feb. 2024 · WMIDX Performance - Review the performance history of the WCM Mid Cap Quality Value Investor fund to see it's current status, yearly returns, and dividend history. north idaho christian school hayden idWebbManage small, mid and large cap equity funds. Above benchmark performance with consistent top decile performance. Assets under … how to say hug in italianWebb23 juli 2024 · Historical Returns of Small-Cap Stocks. Small-caps are generally stocks with market capitalizations of less than $2 billion. When looking at historical returns, the … north idaho classic car clubWebb12 apr. 2024 · The objective of Optimum Small-Mid Cap Value Fund is to seek long-term growth of capital. LSV Asset Management uses a quantitative investment model to … north idaho christmas tree permit