Tag Archives: large-cap stocks
S&P 500 Posts Best January Since 1997
If the glass can be more than half full, this stock market glass is so full, it’s time to wonder when it may spill over. Large-caps continue to lead the U.S. equity market with the S&P 500 (TR) delivering its 15th consecutively positive month, its best month since March 2016, its best January since 1997…
- Categories Equities, S&P 500 & DJIA
- Other Tags
Why Size Matters
This morning’s Financial Times revisits the argument that smaller funds generally have a performance advantage over larger funds. One contention advanced in favor of this view is that as funds grow, they “have” to hold more large-cap stocks, and that this large-cap weighting hurts overall performance: “Outperformance in large-cap companies is harder to achieve because…
- Categories Equities, S&P 500 & DJIA, Strategy
- Other Tags