The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

Value outperformed growth over the quarter, with MSCI EAFE Value returning 8% compared to MSCI EAFE Growth, which returned 2% ...

For the quarter ended December 31, 2025, the fund returned 1.59% (Class I shares at NAV) versus the ICE BofA VXA0 - ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

Most of the largest active and index stock funds that outperformed their peers had greater exposure to tech. The best-performing large active name was the American Funds Fundamental Investors Fund.

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Mid-cap stocks are often overlooked. Larger firms are familiar to most investors, while smaller stocks get attention from academic researchers who point out the benefits of owning small caps. The ...

There are plenty of choices in the Small Cap Blend category, but where should you start your research? Well, one fund that might be worth investigating is T. Rowe Price Small Cap Stock Fund (OTCFX).

The stock market continued to rise in the third quarter, with index funds outperforming and a more mixed bag for active funds. The JPMorgan Large Cap Growth Fund ranked highest among the largest ...