Sentences with phrase «small cap equities tend»

Not exact matches

Investors have been taught that large - cap equities tend to be less risky investments than small - cap equities.

Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International Funds and Oakmark International Small Cap: The Funds» portfolios tend to be invested in a relatively small number of stSmall Cap: The Funds» portfolios tend to be invested in a relatively small number of stsmall number of stocks.

Since different types of equity securities (e.g., large - cap, mid-cap, small - cap) tend to shift into and out of favor with investors depending on market and economic conditions, the performance of the Fund may also be worse than the performance of equity funds that focus on other types of equities or have a broader investment style when the adviser's management style is out - of - favor.

Small - cap equities tend to outperform large - cap equities when markets are rising, due to their higher growth potential.

Those looking for an edge in Australian equities might note that mid caps tend to offer a unique balance between the high growth (and therefore higher risk) of small caps and the stability (but slower growth) of large caps, which has led to meaningful outperformance year - to - date.