Small-cap ETFs can potentially help investors unlock alpha, but implementation and design remains crucial for success.

Actively managed small-cap exchange-traded funds often beat their indexed counterparts—but investors have yet to pile in. Consider the First Trust Multi-Manager Small Cap Opportunities ETF. It has ...

Thanks to inflation, $100 doesn't sound like much these days, but there's another way for investors to look at that amount. Consider it as a seed to be planted and, when tended to, one that will grow ...

While bigger funds may get the headlines, small-value funds have their own appeal. As Morningstar fund reporter Gabe Alpert explains, “The long-term outperformance of such stocks has been empirically ...

Zachary Evens: Small-cap stocks have spent the last few years in the market’s shadow, but 2026 could shape up to be a different story. With interest rates falling, economic growth broadening, and ...

Fri, January 9, 2026 at 3:15 PM UTC Small-cap stocks are finally having their moment. After years of mega-cap tech dominance, the Russell 2000 is surging in the first week of 2026, outpacing both the ...

These ETFs have flown under the radar, but they have performed better than many popular ETFs.

The First Trust Dow Jones Select MicroCap Index Fund ETF (FDM) was launched on 9/27/2005 and tracks the Dow Jones Select Microcap Index. FDM has a portfolio of 150 stocks, a 30-day SEC yield of 1.29%, ...

Dimensional Targeted Value (DFAT) returned 25.58% in one year, 51.8% in five years, 28 basis point expense ratio. iShares Russell 2000 Value (IWN) gained 29.82% in one year, 38.76% in five years.

The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity ...

From broad domestic exposure to global pharma and biotech, these funds cover the healthcare sector's main themes.