Sentences with phrase «against small cap indices»

Those who favor active investing have pointed to the small cap premium as a justification for their activity, and during the periods of history when small cap companies outperformed the market, it did make them look like heroes but it quickly gave rise to a counterforce, where performance measurement services (like Morningstar) started incorporating portfolio tilts, comparing small cap funds against small cap indices.

Not exact matches

We reach the same conclusion when we compare Pinnacle just against Morningstar's «Gold» rated small cap value funds and Vanguard's SCV index.

And Third Avenue remains fiercely independent: the active share for the Value Fund is 98.2 % against the MSCI World index, Small Cap Value is 95 % against the Russell 2000 Value index, and International Value is 97.6 % against MSCI World ex US.

OR invest the money into say some small cap index fund and buy a double short option of that index expiring in 1 + years to hedge against your investment.

The Russell 2000 small - cap index, for example, has a correlation of 0.75 against the S&P 500.