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Aug 06 2021

Small Cap vs Mid Cap vs Large Cap

  • Aug 6, 2021

Using non-normalized trailing operating earnings, Small Caps are selling at an 18% valuation discount to Large Caps. At the end of March, we had an 8% discount for Small Caps. Since then, the Russell 2000 has done its best to tread water with a +0.5% gain, while the S&P 500 has shot +11.1% higher.

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About The Author

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