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Jun 07 2024

Small Cap vs Mid Cap vs Large Cap

  • Jun 7, 2024

Our Small Cap discount has hardly budged this year, staying between 23%-26%. Looking at the best proxies for this vignette (the equal-weighted S&P 500 and the S&P 600), that range makes a lot of sense. Those two indexes are up 5.7% and 5.1%, respectively, through the first five months of 2024.

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About The Author

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