Returns for Small, Mid, and Large Caps

Returns for Small, Mid, and Large Caps U.S. small caps have a track record of outperforming larger companies over extended periods, with potential for a resurgence in performance based on valuation, profitability, and historical trends. Image: BofA US Equity & Quant Strategy

U.S. Large Cap Flows

U.S. Large Cap Flows Over the past week, U.S. large cap funds experienced significant outflows, indicating a cautious trend and profit-taking among investors following a period of bullishness in the U.S. stock market. Image: BofA Global Investment Strategy

Small Cap Stocks vs. Large Cap Stocks Relative Performance

Small Cap Stocks vs. Large Cap Stocks Relative Performance Is it time for U.S. equity investors to increase their allocation to small-cap stocks compared to large-cap stocks in their portfolio? Image: BofA US Equity & Quant Strategy

Performance – Large Cap vs. Small Cap

Performance – Large Cap vs. Small Cap Given attractive valuations, is it still possible for U.S. small caps to outperform U.S. large caps in 2024? Image: Goldman Sachs Global Investment Research

S&P 500 Stocks and Non-S&P 500 Stocks as a % of U.S. Large Cap Funds AUM

S&P 500 Stocks and Non-S&P 500 Stocks as a % of U.S. Large Cap Funds AUM Despite the abundance of stocks, the lack of interest in investing beyond the “Magnificent Seven” creates bias, leading to excessive attention and favoritism that may undervalue or neglect other investment opportunities. Image: BofA US Equity & Quant Strategy