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Small-cap and mid-cap stocks are outrunning large caps in 2026, and one portfolio manager says the shift has room to run. Key Takeaways: Earnings estimates for small caps are rising after 10 quarters of declines.
Small-cap stocks remain the cheapest corner of the U.S. market. That's true even after posting their best first-half performance in more than three decades, according to Morningstar's Q3 2026 stock market outlook.
The ETF three-year milestone is more than just an opportunity for firms to tout their funds or celebrate years of work. That marker has material consequences for current and future investors in a fund, opening up those strategies to new flows.
Beyond the Mega Caps: Advisors Eye Small- and Mid-Cap Strategies The strong run by the Nasdaq-100 and the S&P 500 the last few years has loaded portfolios with heavy concentration risk. As a tiny group of mega cap tech giants shapes the market, finding meaningful diversification has become a priority for advisors.
Concentration risk has emerged as a dominant threat to portfolios this year. Even as geopolitical tensions show signs of cooling under a potential U.S.-Iran deal, market crowding remains a top concern.
Small-cap stocks are drawing renewed attention from T. Rowe Price as the firm's 2026 midyear outlook signals a broad shift in market leadership away from the largest technology companies.
Small-cap stocks are the most attractively valued capitalization segment of the U.S. equity market right now, trading at a 17% discount to fair value, according to Morningstar's Q2 2026 US Stock Market Outlook. Key Takeaways Small-cap stocks are trading at a 17% discount to fair value, the deepest of any market segment.
In a notable milestone, T. Rowe Price now holds ten ETFs with $1 billion in AUM.
SEC filings for TMSL aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.