The Russell 2000 index (i.e., the small-cap stock index) is up about 2.5% in the five days ending September 19. It’s not a surprise that this is coming during a time in which the Federal Reserve lowered interest rates. This cut does not matter much, but many are optimistic that it is the beginning of a deeper rate cut cycle in the next 12 months. That’s typically bullish for small-cap stocks that are frequently unprofitable and, in some cases, have little to no revenue. Companies like these that require deb ...

The rally in small-cap stocks isn't nearly as broad — or as healthy — as it appears. ...

It is easy to assume that avoiding taxes is an ideal strategy for managing your retirement account — but it is not ideal for everyone, according to Sean Mullaney and Cody Garrett, the authors of the new book, “Tax Planning To and Through Early Retirement.” - Getty Images Roth IRA conversions are a hot topic, with an aging population and retirees trying to limit their tax burdens. When you contribute to a traditional individual retirement account, 401(k) or 403(b), those amounts aren’t taxed that year, no ...

Small caps may have had a slow start to the year, but the Russell 2000 set a record high earlier this week. Can the group continue to climb. Let's see what the chart master has to say.So, Carter, what do you say. >> My hunch is no, but let's get right to it. So, first, what do we know.There are 100 1,956 constituents in this index. The whole thing is valued at 3.43% trillion. Um, next slide.Guess what. That is less than Apple, as all will know. That's less than Nvidia. That's less than Microsoft.So, we're a ...

The Russell 2000 made headlines earlier this month for finally eclipsing its November 2021 all-time high. U.S. small-cap stocks have performed well leading up to and immediately following the Fed's resumption of its rate-cutting cycle . Interestingly, the higher-quality S&P SmallCap 600Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firm ...

High-quality small-cap stocks perform significantly better. These 12 companies fit that description. ...

Federal Reserve officials lowered the target range for their benchmark interest rate by 25 basis points to a range of 4% to 4.25% — with Chair Jerome Powell flagging weakening jobs data  — and penciled in two more cuts by the end of 2025. Yawn. The only thing less surprising than that yesterday was the calendar showing the day was Wednesday. But as Powell emphasized the Fed’s jobs, jobs, jobs focus, a winner emerged on the trading floor: the small-cap Russell 2000, a laggard during this year’s market rall ...

行业并购趋势 - 小型公司可能迎来被大型公司收购的时机成熟 [1] - 该趋势促使投资机构重新评估相关领域的投资机会 [1] - 五星级投资组合经理建议关注该领域的潜在价值 [1]

小盘股投资机会 - 小盘股在不确定时期提供引人注目的投资机会 利率下调可能使小型公司受益 但地缘政治和政策挑战依然存在 [1] - 投资者可通过小盘股投资实现分散化配置 规避集中度风险 [1] OUSM ETF产品特性 - OUSM管理规模突破10亿美元大关 采用质量小盘股策略 收取48个基点费用 [1][2] - 筛选标准包括质量 低波动性 高股息收益率和股息质量因子 [2] - 股息导向策略有助于识别内部前景健康的小型公司 这些公司既能抵御市场波动 又能为投资者创造收益 [3] 资金流动与业绩表现 - 基金年内实现净流入1.09亿美元 推动规模临时突破10亿美元里程碑 [4] - 过去三年回报率达12.76% 超越ETF数据库类别和FactSet细分市场平均水平 [4] 行业专家观点 - 美联储重启降息周期使小盘股ETF重获青睐 OUSM规模突破10亿美元证明投资者开始超越市值加权型小盘股ETF [4] - 该ETF可为投资者提供小盘股领域 exposure 同时规避潜在弱势企业 [5]

小盘股近期表现 - iShares Russell 2000 ETF(IWM)过去一个月上涨6.3% 显著跑赢SPDR S&P 500 ETF Trust(SPY)的2%涨幅 [2] - 年初至今IWM上涨5.7% 仍落后于SPY的10%涨幅 [2] - 4月特朗普宣布提高关税对小盘股造成严重冲击 [2] 资金流向与货币政策 - 美国银行客户上周购入15亿美元小盘股和微盘股 创2008年以来第二大单周流入纪录 [3] - CME FedWatch工具显示9月降息25个基点概率达97.6% [4] - 美联储主席鲍威尔在杰克逊霍尔暗示即将开启降息周期 [3] 企业盈利状况 - 标普600小盘股指数586家成分股Q2盈利同比增长8.6% 营收增长3.4% [5] - 61.1%公司超EPS预期 72.4%超营收预期 [5] - 对比标普500公司盈利增长12.4%和营收增长6.0% 小盘股仍在追赶 [5][6] 估值水平比较 - 罗素2000指数市盈率32.75倍(2025年8月29日) 高于去年同期的27.79倍 [8] - 接近纳斯达克100指数32.97倍市盈率 显著高于标普500指数的25.15倍 [8][9] 经济数据表现 - 美国2025年Q2 GDP增长3.3% 较Q1的0.5%萎缩显著改善 [10] - 7月JOLTS职位空缺降至718.1万 低于经济学家预期的737.8万 [11] - 消费支出和私人投资超预期强劲 占GDP比重约70% [10] 小盘股ETF表现分化 - 价值型小盘股ETF过去一个月表现突出：Invesco纯价值ETF(RZV)涨11.0% Invesco价值动量ETF(XSVM)涨9.9% [12] - 混合型ETF表现强劲：iShares价值因子ETF(SVAL)涨9.1% First Trust核心AlphaDEX ETF(FYX)涨7.8% [12] - 成长型ETF相对落后：First Trust成长AlphaDEX ETF(FYC)涨7.7% [12]