When it comes to investing, two common methods of portfolio construction and index strategies are value-weighted and ...

Vanguard offers two excellent index funds for investors who want to focus on growth or value stocks, the Vanguard Growth ETF ...

Market-value-weighted corporate-bond index funds are naturally biased toward the largest debt issuers. It may seem intuitive to conclude that the largest debtors are the riskiest, which has led to the ...

The article was published in the August 2016 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor by visiting the website. In last month's issue, I outlined the case for ...

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 ...

After a stellar last week for the market-weighted S&P 500, its counterpart is getting some love. The S&P 500 reached a record close on Friday, bolstered by a handful of growth technology names such as ...

Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Recent gyrations have revealed the potential risk in such ...

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 ...

Bloomberg Indices has launched the Bloomberg US Total Fixed Income Market Index (Ticker: TOTALFI), a market-value weighted benchmark that aims to track the full investable US fixed income universe.