Sentences with phrase «represents small cap value»

Table 3 represents Small Cap Value (SV) managers, 33.6 % of whom outperformed the Small Cap style index.

Not exact matches

While not perfect, Royce Small Cap Value Fund's expense ratio does an acceptable job of representing the true costs of investing in the fund.

There are well over a thousand mutual funds to choose from and they represent a full range of industries and companies, from value or growth stocks, small cap or large cap companies, to domestic or emerging markets, to bonds and various cash equivalents.

As of 12/31/2017, Benchmark Electronics Inc., DMC Global Inc., Lamar Advertising Co., and MGIC Investment Corporation represented 2.09 %, 4.22 %, 3.14 %, and 2.86 % of the Small Cap Value Plus Composite, respectively.

Small - cap value stocks are represented by the Russell 2000 Value Index, which is an unmanaged index of those companies in the Russell 2000 Index chosen for their value orientavalue stocks are represented by the Russell 2000 Value Index, which is an unmanaged index of those companies in the Russell 2000 Index chosen for their value orientaValue Index, which is an unmanaged index of those companies in the Russell 2000 Index chosen for their value orientavalue orientation.

As of 9/30/2017, Centerra Gold Inc., LGI Homes, Inc., and SRC Energy Inc. represented 5.13 %, 1.95 %, and 4.18 % of the Small Cap Value Composite, respectively.

Just to play the devil's advocate, Bogle, Malkiel and Sharp appear to say that non-market cap weights in an index represent an attempt to tilt toward value and small cap stocks, and that proponents incorrectly assume the historical premiums on these sub-sectors will persist into the future (investors tend to arbitrage away excess profits once detected).

Since allocation decreases as market cap decreases, even though the error grows as market cap decreases, that error represents an increasingly small amount of the fund's actual value.

Equities can vary according to: * the size of companies represented in a «basket» (e.g. large vs medium vs small cap stocks) * the way the stocks» prices move as the stocks chart their growth (e.g. growth vs value stocks) * the geographical market in which the stock moves (e.g. domestic vs international)

The addition of broadly diversified small - cap blend and small - cap value asset classes raise the return more than the additional risk they represent on their own.

As of 12/31/2017, Hudson Global, Inc., MGIC Investment Corporation, Tesla, Inc., and The Bancorp, Inc. represented 4.32 %, 3.62 %, 0.00 %, and 4.02 % of the Small Cap Value Composite, respectively.

Using a low cap rate, which may be intended to represent regional shopping centres, and applying it to a small community retail plaza will considerably distort an estimated property value.