On January 2, Royce Investment released its Small-Cap Recap Q4 2025 report, highlighting that the last quarter of 2025 saw ...

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 ...

Small-cap’s relative strength doesn’t have longer-term significance because it is caused by short-term seasonal factors. Small-cap stocks are having a great start to the year, but that doesn’t mean ...

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 ...

In 2025, small-cap stocks underperformed. The Russell 2000 Index tracks the performance of 2,000 U.S. small-cap stocks, delivering a total return of around 13% in 2025. This was significantly below ...

A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...

Leading the charge higher this year: micro caps - IWC - which is still running hot in 2026 and posting an 8.7% YTD gain. Read more here.

In the fourth quarter, the Heartland Small Cap Value Strategy gained 2.98%, compared with the 3.26% return for the Russell 2000® Value Index. Read more here.

Small-cap stocks have struggled to beat large caps for most of this decade. Their time to shine may be drawing near.