Small Cap Blend

Why invest in Small Cap Blend

Small caps are companies with a market capitalization between $300 million  to $2 billion . Blend offers both growth and value and being in small cap universe this means a potential for higher returns. Thorough research can expose some market inefficiencies for higher gains . On the downside is higher volatility and lower liquidity is common for small cap stocks.

Key indicators to consider before investing

  • Interest Rate
  • Inflation
  • Consumer Confidence

Top 5 ETF’s by Market Capitalization

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
 Vanguard Small Cap   VB  01/26/2004  0.08%
 iShares  Russell 2000   IWM  05/22/2000  0.20%
 iShares S&P SmallCap 600  IJR  05/22/2000  0.07%
 Schwab US Small Cap   SCHA  11/03/2009  0.06%
 Powershares FTSE RAFI US 1500 Small-Mid   PRFZ  09/20/2006  0.39%

Leave a Reply

Your email address will not be published. Required fields are marked *