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June 3, 2026Practical Applications0 citations

Snapshots of Small, Value, or Small/Value?

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DEDerived from original PMR research written by Mohamed Rochdi Keffala and Achaf Ben Abdallah using AI and an editor

Key Points

  • This article aims to determine the effectiveness of including a small/value fund in equity allocations compared to separate investments.
  • Analyzed performance data from key PMR-published papers
  • Examined samples to compare fund performance
  • Focused on equity allocation strategies in investments
  • Adding one small/value fund led to better performance than using separate small-cap and value funds.
  • Demonstrated that core equity allocations can benefit from different fund structuring.

Abstract

Quickly apply original, key PMR-published papers with Snapshots—a short article companion that distills PMR research into compressed, digestible takeaways, so you can put the paper’s core ideas to work in your investment process—fast. This Snapshot article is based on research arguing that adding one small/value fund to a core broad-market equity allocation outperformed adding separate small-cap and value funds across the samples examined.

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Cite This Study

Derived from original PMR research written by Mohamed Rochdi Keffala and Achaf Ben Abdallah using AI and an editor (2026) studied this question.

synapsesocial.com/papers/6a1fc47adee9eb8c0dce5f84https://doi.org/10.3905/snp.2026.joi.011
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