The Value Plus Strategy was down 0.10% in the fourth quarter, compared with the 3.26% gain for the Russell 2000® Value Index.
The Mid Cap Value Fund lost 1.92% in the fourth quarter, trailing the Russell Midcap Value Index, which was up 1.42%. Read ...
Value investing rewards patience, but not all value strategies are equal. Some use passive index replication, while others ...
The Vanguard Value Index Fund ETF offers exposure to hundreds of quality stocks. At the same time, its fees are minimal with an expense ratio of just 0.04%. Its above-average yield of 2.2% also makes ...
We believe Copart (CPRT) stock could represent a solid value investment. Currently, it is trading below the average valuation ...
Vanguard Value ETF VTV offers investors a broadly diversified, market-cap-weighted portfolio of value stocks at a minuscule cost. The exchange-traded fund tracks the CRSP US Large Cap Value Index, ...
Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted ...
The investment seeks long-term capital appreciation and its secondary objective is income. The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks ...
Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...
In this piece, we will take a look at the 10 Value Stocks in Ken Fisher’s Portfolio. Trump’s “stupid” tariffs will fail; that’s the sentiment echoed by billionaire investor Ken Fisher as their impact ...