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Feb 04 2022

Small Cap vs. Mid Cap. vs. Large Cap

  • Feb 4, 2022

This is the fourth consecutive month with a Small Cap discount greater than 20% for our Ratio of Ratios. The Small Cap discount had narrowed to as little as 8% last March, but since then, the S&P 500 has gained 13% (price only), while the Russell 2000 has lost 8%.

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About The Author

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