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Feb 07 2024

Small Cap vs Mid Cap vs Large Cap

  • Feb 7, 2024

After a scorching December for the S&P 600 (+13%), the small cap index underperformed both the Equal- and Cap-Weighted S&P 500 in January. Interest rates—not valuations—seem to be in full control of the situation, as small caps patiently wait for rates to move lower.


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About The Author

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