Over the long-term, small-caps have historically produced higher levels of return than large-caps. However, they have also generally performed with more volatility. Nationwide Funds President Mike Spangler compares the Russell 3000 Index with the S&P 500 Index to illustrate the historical correlation of small-cap and large-cap behavior during various market cycles.
In September we will continue to explore small-caps and look at why small-caps may be a valuable part of a balanced, long-term asset allocation plan.
This information is for discussion purposes only, does not constitute investment advice and is not intended to reflect any Nationwide Funds® product. This report does not have regard to the specific investment objectives, financial situation and particular needs of any specific person who may receive this report.
Small company stocks are subject to stock market risk and risks associated with investing in stocks of smaller companies. Stocks of smaller companies may be subject to greater volatility than that of large company stocks.