When it comes to investing, two common methods of portfolio construction and index strategies are value-weighted and ...
Most investors reach for a broad, market-value-weighted bond fund to fill the bond portion of their portfolio. While no weighting approach is perfect, market-value weighting often provides the most ...
A version of this article previously appeared in the April 2022 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. Investors have long looked to bonds to control risk in ...
Home values rose for a second straight month in October, according to the Zillow Home Value Index. Read more here.
Vanguard Mid-Cap Value ETF (VOE) is rated a buy due to its lower fees, higher quality holdings, and superior performance ...
Launched on December 11, 2009, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US ...
The Direxion NASDAQ100 Equal Weighted Index Shares (QQQE) was launched on 03/21/2012, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment ...
Maybe you thought the stock market had moved on from what could be called the Year of the Magnificent Seven in 2023, when that group of companies dominated the performance of the S&P 500. But the ...
Indeed, JPMorgan Chase analysts estimate U.S. large-cap stocks will return 6.7% annually over the next 10 to 15 years. And ...