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Nov 06 2023

Small Cap vs. Mid Cap vs. Large Cap

  • Nov 6, 2023

The most appropriate proxies for this comparison, the Equal Weighted S&P 500 and the S&P 600, were down 4.2% and 5.8%, respectively, in October. Hence, the minimal 1% widening for the Small Cap discount makes sense.

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About The Author

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