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Aug 06 2024

Small Cap vs Mid Cap vs Large Cap

  • Aug 6, 2024

The S&P 600 (+10.7%) outperformed the Equal Weighted S&P 500 (+4.4%) in July—the widest margin in three-and-a-half years (these two indexes are the best proxies for this vignette). Our Ratio of Ratios, in turn, shrank by a similar margin.

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About The Author

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