Should I take the help of a financial advisor for investing in small cap funds?

... Small Cap ETF, and US Targeted Value ETF. Prior to listing on September 13 ... Shares of The DFA Short Term Investment Fund have not been registered ... Fund details ... The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any ... Vulcan Value Partners Small Cap Fund · The Fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded equities the Fund ... The total expense ratio for the Longleaf Partners Small-Cap Fund is 1.07% (gross)/0.95% (net). Southeastern has contractually committed to limit operating ... Dec 3, 2023 ... Large cap doesn't consistently outperform small cap. It has recently but over the longer term small cap has outperformed. The Fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the Fund ... Tax-Managed Small-Cap Fund seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The Fund typically holds 45-50 small capitalization stocks that the investment team believes are attractively valued relative to their growth prospects. The Fund defines Small Companies as companies with market capitalization no higher than the greater of US $5 billion or the market capitalization of the largest ... The Fund invests primarily in common stocks of companies with smaller market capitalizations located in developed and emerging markets outside the US. The Fund ...