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Jul 08 2025

Valuations: Small Cap Vs. Large Cap

  • Jul 8, 2025

For the first time since November 2024, the Russell 2000 posted a better monthly return than the S&P 500! The excellent Q2 results for each segment have pushed up their absolute valuations, but both are still well short of their contemporary highs.

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About The Author

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