In this episode of “Investment Management Foundations,” Aya Yoshioka, Portfolio Consulting Director at Wealth Enhancement, discusses US equity market performance relative to the European Union. VIDEO TRANSCRIPT:

U.S. Small Cap stocks have had an ugly year in 2014; as of 10/28/2014, U.S. Small Cap stocks (as measured by the Russell 2000 Index) trailed U.S. Large Cap stocks (as measured by the S&P 500) by 10%. Investors with a well-diversified portfolio—which includes small caps—have watched their returns trail major market indices. It wasn’t supposed to be this way.