Welcome to TrendMap, your guide to the performance of different investment segments. No single segment always leads. In this ...
Oberweis Asset Management, Inc. is a privately owned, independent Chicago-based investment management firm. Since its beginnings in 1989, the firm's mutual funds have invested in micro-cap, small-cap, ...
In the eventful quarter that closed the books on 2025, the small-cap Russell 2000 and Russell Microcap Indexes were each in positive territory, while the micro-cap index led all the major domestic ...
Closed-end funds offer an attractive investment class that covers various asset classes and promises high distributions to income investors. They can also offer reasonable total returns if the ...
VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over ...
A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...
An investor, depending on their risk profile, must diversify their equity portfolio across large-, mid-, and small-cap companies. In 2025, the Nifty 50 delivered a decent 10% return, the Nifty Midcap ...