Fees are Below Average compared to funds in the same category. Hotchkis & Wiley Small Cap Value Fund has an expense ratio of 0.99 percent. Risk is Average compared to funds in the same category ...

Royce Small-Cap Special Equity Fund has an expense ratio of 2.24 percent. Like all stock funds, this one comes with some risks. Volitility measures reflect the uncertainty or risk of change in a ...

Franklin Small Cap Value Fund (Advisor Class without sales charges) underperformed its benchmark, the Russell 2000 Value ...

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 value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a ...

Investors have been taking the risk and drawn to smallcaps for their wealth creation potential. However, smallcaps aren’t for ...

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” third-quarter 2025 investor letter. During the quarter, the fund ...

Small-cap funds on average have lagged their benchmarks by wide margins this year while putting up respectable absolute returns. Strategies that avoid speculative small caps and focus on higher ...

Many of the "Magnificent Seven" stocks have been losing steam over the past year.

The Third Avenue Small-Cap Value Fund returned 4.62% during the fourth quarter of 2025, as compared to a return of 3.13% for the MSCI USA Small Cap Value Index.