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Value stocks tend to lead small and mid-caps in January, BofA says

Fri, 19 Dec 2025 10:43:46 -0500

Investing.com -- Value stocks have historically outperformed other factor styles among U.S. small- and mid-cap equities in January, according to Bank of America’s equity and quant strategist Jill Carey Hall, who says recent market action is consistent with that seasonal pattern.

In a note on small- and mid-cap factors, Hall said November was “marked by reversals,” with risk-oriented factors such as high beta, price volatility and momentum lagging within the Russell 2000.

In contrast, “Value factors, which have lagged YTD, were among the top performers,” led by high earnings yield and book-to-price, while high-quality stocks also outperformed after trailing earlier

Value stocks tend to lead small and mid-caps in January, BofA says

Fri, 19 Dec 2025 10:43:46 -0500

In a note on small- and mid-cap factors, Hall said November was “marked by reversals,” with risk-oriented factors such as high beta, price volatility and momentum lagging within the Russell 2000.

Value stocks tend to lead small and mid-caps in January, BofA says

Fri, 19 Dec 2025 10:43:46 -0500

In a note on small- and mid-cap factors, Hall said November was “marked by reversals,” with risk-oriented factors such as high beta, price volatility and momentum lagging within the Russell 2000.

Value stocks tend to lead small and mid-caps in January, BofA says

Fri, 19 Dec 2025 10:43:46 -0500

In a note on small- and mid-cap factors, Hall said November was “marked by reversals,” with risk-oriented factors such as high beta, price volatility and momentum lagging within the Russell 2000.