#small-cap-value-investing

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from24/7 Wall St.
2 weeks ago

The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now

Dimensional US Targeted Value ETF (DFAT) delivers concentrated exposure to U.S. small-cap stocks that score highly on value and profitability metrics simultaneously. Rather than buying every cheap small-cap stock, Dimensional filters out unprofitable companies, overweighting those with low price-to-book ratios and stronger earnings. That dual screen is the key distinction from a plain vanilla small-cap value index fund.
Business intelligence
Business intelligence
from24/7 Wall St.
3 weeks ago

The Profitability Filter That Separates AVUV From Every Other Small Cap Fund

AVUV combines small-cap, value, and profitability factors to target undervalued, profitable companies, outperforming generic small-cap value indexes through systematic screening that eliminates value traps.
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