A great small-cap option. 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 risk ...

She prefers management teams with a history of value creation and whose interests are aligned with shareholders through stock ... s experience on Fidelity’s small-cap team and prior work ...

A stock represents an ownership interest in a ... and companies across a range of market capitalizations (small, mid, and large). In addition, it would hold bonds, cash, real estate, and commodities.