Key Takeaway
A surprising trend over the past year has been the performance of small-cap value stocks compared to the broader market, outperforming the S&P 500 by 13%. Typically, these companies are not very attractive to investors because of their size and moderate growth. While semiconductors and other growth companies continue to dominate the market, why have small value stocks been so appealing?
This material is for informational purposes only and is not intended as investment, tax, or legal advice. Past performance is not indicative of future results.
See how we can help you reach your financial goals
Markets shift, but a properly structured financial plan should be able to handle whatever comes next. Schedule a complimentary meeting with our team to talk through what this update means for your portfolio and your goals.