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Apr 08 2021

Small Cap vs Mid Cap vs Large Cap

  • Apr 8, 2021

During the first quarter, the Russell 2000 (+12.7%) easily beat the S&P 500 (+6.2%) and the Small Cap discount within our L3000 universe shrank significantly, from 18% to 8%.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager