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10 Minute Tuesday - Small Cap and Value Stock Performance
Presented by:

Apollo Lupescu, Vice President
Dimensional Fund Advisors

Investors who diversify beyond the large companies in the S&P 500 or the Dow Jones also have exposure to small caps or value stocks. Over the past few years these asset classes have not performed as well. Has anything changed fundamentally, or does it still make sense for investors to hold those small and value stocks? Have we seen other similar periods of longer-term underperformance? Ultimately how should investors think about these market dimensions and diversification going forward?


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