It’s a small world after all. Small-caps stocks, that is. The Russell 2000 and S&P Small Cap 600 indexes are up 22% and 23% ...
It all comes down to what your goal is for the investment.
The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.
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Current market confidence masks a dangerously narrow, expensive, and concentrated bull market structure reminiscent of late-cycle dynamics. Over a third of the S&P 500's weight is now concentrated in ...
Our research team assigns Gold ratings to strategies that they have the most conviction will outperform their Morningstar Category average over a market cycle on a risk-adjusted basis. The S&P ...