Standard investment trust risks apply — the fund may decline in value, trade at a persistent discount to NAV or fail to outperform a similar
passive small cap index fund.
Not exact matches
Beyond the S&P 500, you can find
passive investments in many
indexes, including the Russell 2000 for
small -
cap stocks, the Wilshire 5000 for the broad market as a whole, and various international
indexes as well.
I'll probably focus on the mid-large-mega
cap size in international markets,
small caps internationally are harder for me to judge so I'm best letting a managed trust / LIC take care of those or just invest in a
passive small -
caps index.
Beyond the S&P 500, you can find
passive investments in many
indexes, including the Russell 2000 for
small -
cap stocks, the Wilshire 5000 for the broad market as a whole, and various international
indexes as well.
- the problem hasn't been active management — you would have had the same results in the
passive NASDAQ
index or some ultra
small cap ETF