Web3 Jun 2024 · Small-cap index funds are investment vehicles that are designed to provide investors with a return that reflects the performance of an index of stocks with small market capitalizations.... WebInvestment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited. Performance data for periods of less than one year do not reflect the deduction of purchase and redemption fees.
Value Tilt – Don’t Give Up On Your Small-Cap Value Strategy
WebVanguard Spliced Small Cap Index; Broad Based Index: Russell 2000 Index; Net Assets: Inception Date: 11/13/2000; Ticker: VSMAX; Gross Expense Ratio: 0.05%; Morningstar Category: ... asset value of an investment over a stated period, assuming the reinvestment of dividends and capital gain distributions. Past performance is not indicative of ... Web12 Apr 2024 · The iShares Russell Mid-Cap Value ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. Next: Previous: ... and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found … four worst hypertension drugs
Vanguard U.S. Stock Index Funds Small-Capitalization Portfolios
WebVanguard Small-Cap Value Index Fund ETF Shares VBR: NYSE Arca Cumulative Growth of $10,000 Investment Data as of 02/28/2024 15,000 20,000 25,000 30,000 35,000 $40,000 13 14 16 18 20 22 This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital WebThe best-known index of the series is the Russell 2000, which tracks US small-cap stocks and is made up of the bottom 2,000 stocks in the Russell 3000 index. History [ edit ] Seattle, Washington -based Russell's index began in 1984 when the firm launched its family of U.S. indices to measure U.S. market segments and hence better track the performance of … WebThe Spliced Small Cap Value Index reflects the performance of the MSCI US Small Cap Value Index through April 16, 2013, and the CRSP US Small Cap Value Index thereafter. Keep in mind that the Fund's past performance (before and after taxes) does not indicate how the Fund will perform in the future. four ws outdoors