Small-, Mid- or Large-Cap Stocks?
Small capitalization stocks, as measured by the Russell 2000 Index, have returned over 6 percent in 2018 as of May 29, whereas mid- and large-cap stocks have returned less than 3 percent.
What size stocks have performed the best so far this year – small, mid or large? Small capitalization stocks, as measured by the Russell 2000 Index, have returned over 6 percent in 2018 as of May 29, whereas mid- and large-cap stocks have returned less than 3 percent. Mike Matousek, head trader at U.S. Global Investors, explains this trend and why investors might be more interested in small caps right now.
For Mike’s full explanation, watch the video below!
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All opinions expressed and data provided are subject to change without notice. Some of these opinions may not be appropriate to every investor.
The Russell 2000 Index is a U.S. equity index measuring the performance of the 2,000 smallest companies in the Russell 3000, a widely recognized small-cap index.
The S&P MidCap 400 Index is a capitalization-weighted index, which measures the performance of the mid-range sector of the U.S. stock market.
The S&P 500 Stock Index is a widely recognized capitalization-weighted index of 500 common stock prices in U.S. companies.
The Wilshire 5000 Index is a price appreciation index where dividends are reinvested. The index measures the performance of all U.S. headquartered equity securities with readily available price data.
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