Small Caps: The Good, Bad and the Ugly

U.S. Small Cap stocks have had an ugly year in 2014. U.S. Small Cap stocks (as measured by the Russell 2000 Index) trailed U.S. Large Cap U.S. stocks (as measured by the S&P 500 Index) by 10% . Investors with a well-diversified portfolio—which includes small caps—have watched their returns trail major market indexes.