The Case for Holding AVUV in Your Roth IRA

Small-cap value has been among the strongest-performing asset classes over the past year, but the “tax bill” to investors depends on the account type (e.g., taxable vs. tax-advantaged). The article provides context rather than a new data point or corporate/market catalyst, implying limited immediate impact on prices.

Analysis

Small-cap value has been among the strongest-performing asset classes over the past year, but the “tax bill” to investors depends on the account type (e.g., taxable vs. tax-advantaged). The article provides context rather than a new data point or corporate/market catalyst, implying limited immediate impact on prices.