Royce Micro-Cap Trust (RMT) was incepted in Dec. 1993 as a perpetual equity closed-end fund. The Fund's investment goal is long-term capital growth, which it seeks by investing primarily in equity ...
Closed-end funds offer an attractive investment class that covers various asset classes and promises high distributions to income investors. They can also offer reasonable total returns if the ...
Trailing one-year results for small-cap index products have been surprisingly robust. One of the most common reasons for the surge is the desire for a high risk-high reward holding. Small-cap funds ...
You have to admire Dimensional Fund Advisors’ timing. In March, the money manager launched DFA U.S. Micro Cap Portfolio, an exchange-traded fund version of a top ...
With an average annual return of 12.4%, the Oberweis Micro-Cap Fund is the fifth-best-performing US stock fund of the past 25 years. The fund uses a strategy based on an investing phenomenon called ...
U.S. small-capitalization stocks are undervalued and underperforming vis-à-vis larger-cap stocks, which is why some investment strategists believe they’re due to shine. Problem is, small-cap boosters ...
ReposiTrak recently crept above micro-cap territory but is currently at about a $292 million market cap as of March 26. The ...