Small-cap stocks and value investments may be the big winners of 2024. Spencer Platt/Getty Images 2024-02-11T10:07:01Z Share. Facebook Email X LinkedIn Copy link. An icon ...

The Heartland Small Cap Value Strategy posted an outstanding second quarter, beating its benchmark and has continued to ...

Small-cap growth stocks are up 16.5% during the first half of the year, while small-cap value stocks are up 30.6%. The total return (including dividends) for the S&P SmallCap 600 index is 23.6% ...

Small-cap value funds are up an average of 12.4% in 2024, trailing far behind the 28.5% gain on large growth funds—the best-performing category among the nine diversified US stock fund categories.

After filtering out the larger-capitalization stocks, AAII’s O’Shaughnessy Small-Cap Growth and Value screen looks for stocks with price-to-sales ratios of less than 1.5.

Ten thousand dollars invested in small cap value stocks in 1972 would be worth over $6.9 million today vs. $1.7 million if invested in the broader U.S. stock market.

While studies show value stocks have beaten growth stocks since 1980, their corresponding ETF returns suggest the opposite.

Here are four small-cap value stocks that could rebound sharply in response to rate cuts later in 2024 or early 2025. For this article, ...

Small-cap value funds rose 5% in May but are still down nearly 25% so far this year, according to Lipper data. Photo: Lucas Jackson/Reuters Small-capitalization “value” stocks have been among ...