Small-caps testing key breakout, but mid-cap growth looks stronger bet

Published 25/08/2025, 18:30
© Reuters.

Investing.com -- Russell 2000 is attempting to break above 2,350, a resistance level that has capped the small-cap index since early 2021.

Previous attempts in November 2021 and December 2024 failed, but Oppenheimer analysts said the current setup shows improving trading action as long as the index holds above its 200-day average of 2,180.

Though investors should distinguish between participation and leadership, with small-caps continuing to lag on a relative basis.

“We still believe the longer-term trend favors large over small,” the analysts at Oppenheimer said.

Instead, Oppenheimer highlighted mid-cap growth stocks as offering a better balance between leadership potential and rotation.

The mid-cap growth ETF (VOT) reached a record high in July, an indication of relative strength. The firm said mid-cap growth is further along in building a base than small-caps, while being less crowded than large-cap peers.

For the broader market, Oppenheimer pointed to the S&P 500 grinding higher despite seasonal headwinds.

Cyclical sectors have helped offset softer breadth, with 59% of Russell 3000 stocks in an uptrend compared with a 75% cycle high in mid-2024. The brokerage set near-term support for the S&P 500 at 6,427, followed by 6,260 at the 50-day average and 6,030 at the June 24 gap.

Oppenheimer also updated its 50/50 list of small- and mid-cap stocks, balancing 50 buy ideas with 50 sells across sectors.

The list includes relative trend plays in energy, materials, industrials, consumer, technology, healthcare, financials, utilities and real estate.

Overall, the firm said portfolio selection remains more important than market timing, with mid-cap growth standing out as a stronger opportunity than small-caps at current levels.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.