Investing against the crowd is not easy. Contrarian investors often make bold bets that may take time—sometimes years or longer—before paying off. Contrarian investing comes in many different shapes.

As artificial intelligence fuels mega-cap stock gains, some investors worry their index funds are now tied too tightly to Big ...

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 ...

SPDR MSCI USA StrategicFactors ETF (QUS) combines quality, value, and low-volatility strategies in a large and mid-cap universe. QUS is better diversified than the Russell 1000 across sectors and ...

Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the Invesco Large Cap Value ETF (PWV) is a smart beta exchange traded fund launched on 03/03/2005. What ...

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 ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Specialist in global markets, economics and alternative investments. Investors holding the S&P 500 are on track to earn returns ...

Market expectations for longer duration equities and mega-cap stocks appear elevated, creating potential future risk. Market expectations for longer duration equities and mega-cap stocks appear ...

A stock index, often referred to simply as an "index," is a statistical measure that represents the performance of a specific segment of the stock market. It serves as a composite indicator, tracking ...