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SMALL CAP FUNDS News & Analysis

Our favourite ASX small cap ETFs
ETFs
Our favourite ASX small cap ETFs
Gold rated funds to watch amidst interest rate cuts.   
Simonelle Mody | 06 March 2025
What is the best way to invest in Australian small caps?
Personal Finance
What is the best way to invest in Australian small caps?
The nature of Australia's stock market appears to have given active managers an edge.
Joseph Taylor | 21 January 2025
ASX small caps offering great value right now
Stocks
ASX small caps offering great value right now
Considering investing in small caps? See our top ASX picks. 
Simonelle Mody | 28 November 2024
Should you invest in small caps?
Stocks
Should you invest in small caps?
With small capitalisation stocks gaining momentum, there are important considerations to determine whether they are right for your portfolio. 
Simonelle Mody | 26 November 2024
Morningstar’s ETF pick for small cap exposure
Personal Finance
Morningstar’s ETF pick for small cap exposure
A deep dive into small caps – how they behave, and the types of investors they suit
Shani Jayamanne | 23 October 2023
3 ASX small caps with bright futures
Stocks
3 ASX small caps with bright futures
Simon Conn of Investors Mutual says small caps are poised for a turnaround and there are three stocks that he likes right now. 
James Gruber | 12 October 2023
Small-cap investing: Limiting risk at the riskier end of the market
Stocks
Small-cap investing: Limiting risk at the riskier end of the market
Ed Prendergast, co-fund manager at the gold-rated Pengana Emerging Companies Fund, explains how to limit risk in the often-volatile small-cap space.
Joshua Peach | 30 March 2023
Investing compass: Small caps
Stocks
Investing compass: Small caps
In a listener requested episode, we speak about whether small caps have a place in your portfolio. 
Mark Lamonica | 30 March 2023
3 questions for small-cap portfolio manager Katie Hudson
Funds
3 questions for small-cap portfolio manager Katie Hudson
We discuss her approach to stock picking, the sectors she's holding, and whether markets are still too optimistic.
Sarah Dowling | 22 March 2023
Investing opportunities across these 3 asset classes
Markets
Investing opportunities across these 3 asset classes
Small caps, private assets, and bonds: Morningstar spoke with experts from each asset class to find out where the opportunities lie in the current...
Sarah Dowling | 07 March 2023