These indices help reduce the risk of outsized exposure to individual stocks within an equity universe. This metric gauges the concentration level of an index, indicating how many stocks are driving ...

One of the most common and best pieces of investment advice is to invest in a low-cost S&P 500 index fund. These funds allow investors to participate in the long-term growth of the economy by ...

Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

Although investors spend a great deal of time on stock selection, academic research has shown that aggregate characteristics of a diversified portfolio or index are often the primary drivers of risk ...

EQWL's equal-weight approach offers low valuation and moderate volatility but underperforms the S&P 500 index due to limited exposure to high-growth mega-cap tech stocks. The fund's large allocation ...

Cap-weighted funds focus on large companies, impacting fund performance and risk. These funds often feature lower expense ratios due to minimal trading requirements. Consider your investment strategy ...

A smart beta exchange traded fund, the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) debuted on 03/21/2012, and offers broad exposure to the Style Box - Large Cap Growth category of the ...

To say the technology sector is dominating the 2023 investment landscape is an understatement and the implications of the group’s impressive year-to-date run extend beyond sheer performance. Consider ...

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Equal-weight funds offer similar long-term returns as cap-weighted but higher volatility and expense ratios. Equal-weight strategy avoids over-concentration in large cap stocks, reducing bias toward ...