Large-cap stocks are stocks issued by corporations that have major influence over the economy. The “cap” in large-cap refers to the company’s “market capitalization,” which is equal to the company’s ...

There are four main mid-cap indexes, the CRSP, Dow, Russell, and S&P Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and finance from ...

Morningstar expects the highly rated small-/mid-cap funds on this list to outperform their peers over a full market cycle. But even though all the funds on our list fall into the same category, they ...

A micro-cap stock is a stock with a total market capitalization between $300 million and $2 billion. These stocks are often smaller, less established operations. But these companies have limitless ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

The Magnificent Seven represent 34.4% of the S&P 500 as of January 2026, up from 12.5% in 2016. From 2016 through 2025, these seven companies achieved an 870.1% return, outperforming the S&P 500. The ...

Tech giant Apple is proof of how far high-quality products and strong brand loyalty can go. It first became the world's most valuable company on Aug. 9, 2011, 15 days before Steve Jobs resigned as CEO ...

A stable mid-cap value index fund. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a ...