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Oct 05 2024

Large Cap vs Mid Cap vs Small Cap

  • Oct 5, 2024

Our Ratio of Ratios now sits at the widest Small Cap discount of the last 18 months. The Small Cap advantage generated in July was gradually undone in August and September, with the S&P 400 and Equal Weighted S&P 500 (the best proxies for this study) both ending Q3 with 9% gains.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

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