Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation?

Topics covered include:

How big are small and mid-cap stocks
How have small and mid-cap stocks performed relative to large-cap stocks
How have active small and mid-cap managers performed relative to indexing options
Are bigger IPOs contributing to small and mid-cap stocks underperformance
How expensive or cheap are small-cap stocks relative to large-cap
What is the capital asset pricing model and how do academics use it to identify outperforming factors
How value, momentum, and quality drive small-cap stock outperformance
How to invest in small and mid-cap stocks

Thanks to Policygenius for sponsoring the episode.

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Show Notes

The Morningstar Active/Passive Barometer

Should You Invest In Small and Mid Cap Stocks? Is Now the Time? 25:32 Share

Money For the Rest of Us