How much of my portfolio should be allocated to small cap funds?

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This site is for Institutional Investors in the United States only and not for retail investor use or distribution. The Fund typically holds 45-50 small capitalization stocks that the investment team believes are attractively valued relative to their growth prospects. Fund Strategy. The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U.S. stocks. The MSCI EAFE Small Cap Index is an equity index which captures small cap representation across Developed Markets countries around the world, excluding the US ... One of the oldest open-end funds dedicated to investing in micro-cap stocks, which Royce defines as companies with market caps no higher than that of the ... The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives. Rankings include the reinvestment ... The Ariel Small Cap Value Tax-Exempt Composite seeks long-term capital appreciation by investing in small cap undervalued companies that show strong potential ... Profile. The Cambiar Small Cap Fund is a diversified strategy that invests primarily in small-cap companies domiciled in the U.S. This equal-weight portfolio ... The Fund invests at least 80% of its net assets in US equity securities with small market capitalizations that we believe are undervalued. Description. Fund Objective. The fund's investment objective is to provide you with long-term growth of capital. Distinguishing Characteristics. A pioneer in ...
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