The Allspring Special Large Cap Value Fund underperformed the Russell 1000 Value Index during the first quarter. We made modest portfolio shifts, increasing exposure to industrials and IT while ...

The small-cap value ETFs are a great way to ready up for a return of lower rates and a value rotation. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial ...

A small-cap value fund is a good choice for investors seeking diversification across sectors and companies, and focusing on gaining exposure to stocks trading at a discount. Investors with a high-risk ...

Expenses for Institutional shares: Total 0.83%; Net, Including Investment Related Expenses (dividend expense, interest expense, acquired fund fees and expenses and certain other fund expenses) 0.75%.

Small-cap value funds have enjoyed a moment in the sun in the wake of the US election, but investors in these strategies have seen more than a decade of frustrating returns. Amid years of performance ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The Vanguard Small-Cap Value ETF (VBR) is an ...

Major U.S. indexes like the Dow, the S&P 500 and the tech-heavy Nasdaq have returned 12.3%, 23% and 29.1%, respectively, so far this year. The Federal Reserve, in its December meeting, slashed the key ...