The Role Of Small Caps – 2Q/2018

Small caps are part of the market portfolio and provide important diversification benefits to portfolios of large cap stocks.

Small caps are an important component of the total market—investors need a reason to exclude them, not a reason to include

them. They tend to behave differently from large caps, thus providing important diversification benefits to portfolios

of large cap stocks. Without these diversification benefits, returns of the equity market may not be captured in the most

effective way.

Read our 2018 2Q Newsletter

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