SPHB - Small Cap And Value Stocks Lag In This Year's Rally

2024-03-12 09:17:00 ET

Summary

• Shares of small companies and value stocks have had a tough time keeping up with the broad market in recent years, and the headwind for these risk factors is still blowing so far in 2024.
• The momentum factor surged nearly 17% so far this year, dramatically outperforming its counterparts, based on a set of US equity factor ETFs through Mar. 11's close.
• The strength of the broad market’s rally has triggered warnings from some analysts that the market has risen too far, too fast.

Shares of small companies and value stocks have had a tough time keeping up with the broad market in recent years, and the headwind for these risk factors is still blowing so far in 2024....

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