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Beating the S&P 500 at Its Own Game

The triumph of the equally weighted index. ....

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How the Largest Stock Funds Did in the First Quarter

Fidelity Contrafund, Invesco QQQ lead the pack, while Vanguard Value Index lags. ....

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This Is Why Passive Strategies Don't Work for Value Investors

Last month, value stocks either beat or lagged growth equities depending on the index. ....

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How the Largest Stock Funds Performed in 2022

Total market funds lagged, while value and dividend-focused strategies remained buoyant. ....

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4 Portfolio Lessons From 2022

Here are some key takeaways for investors after a tough year for most markets. ....

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