Small-Cap Value Fund Outperforms MSCI Index in Q2 2026
1 report, 1 independent
Updated Sep 22
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
In the second quarter of 2026, the Third Avenue Small-Cap Value Fund returned 12.85%, surpassing the MSCI USA Small Cap Value Index return of 12.61%. Year-to-date, the fund returned 21.72%, compared to 15.91% for the MSCI index. The fund also added CRA International, Inc. to its portfolio during the quarter.
From yahoo.com
Why it matters
The fund's performance was strong, benefiting from diversified sources despite challenges in certain sectors, such as offshore energy services. While the fund outperformed the MSCI index, it lagged behind the Russell 2000 Value Index. This signals ongoing shifts in market dynamics within the small-cap space.
From yahoo.com
Who's involved
- MSCIBenchmark index used for comparison of fund performance