significantly higher than the commonly accepted small-cap range of $250 million to $2 billion. Nearly 40% of SCHA's holdings overlap with the Dow Jones U.S. Mid-Cap Index, skewing the fund toward ...
When interest rates are low, small-cap stocks begin to shine and outpace larger companies in value. These stocks are stocks with a market capitalization between $300 million and $3 billion.
They’ll hold onto their winners but will start to sell once they hit the $10 billion market-cap range. Despite its small-cap moniker, the portfolio contains both small- and mid-cap stocks.
Trading frictions can make indexing small-cap stocks difficult ... can temporarily stray outside the index's targeted market-cap range. The index keeps close tabs on turnover to avoid unnecessary ...