Louis Bellucci
Senior Director, Index Governance, S&P Dow Jones Indices
Get to Know Mid-Cap U.S. Equities
S&P Dow Jones Indices’ recent paper “The S&P MidCap 400®: Outperformance and Potential Applications” shows that mid-cap stocks have often been overlooked in favor of other size ranges in investment practice and in academic literature. This is despite the fact that the S&P MidCap 400 has outperformed the S&P 500® and the S&P SmallCap 600®…
- Categories Equities
- Tags 400, equities, mid-caps, S&P 400, S&P MidCap 400, U.S. Equities
- Categories
- Equities
Large-Cap Real Estate Was the Top U.S. Segment in May
After four consecutive months of gains by the S&P 500®, the U.S. equity market broadly declined in May. The S&P 500, S&P MidCap 400®, and S&P SmallCap 600® declined 6.6%, 8.1%, and 8.9%, respectively. The primary catalyst was the renewed trade tension between the U.S. and China, which reversed course from the optimism coming out…
Historic Start for U.S. Equities Continues into the Start of May
The S&P 500® was up 3.93% in April, marking the fourth consecutive month of gains. The YTD gain of 17.51% was the best since 1987 and the fifth-best in the entire history of the index. The index set a new all-time high in April, surpassing the previous high close from Sept. 20, 2018. This completed…
- Categories Equities, S&P 500 & DJIA
- Tags core, equities, S&P 500, S&P MidCap 400, S&P SmallCap 600, sectors
- Categories
- Equities, S&P 500 & DJIA
S&P 500® Closes at New Record High
The S&P 500 closed April 23, 2019, at a new record high. The index’s closing value of 2,933.68 is the highest since the 2,930.75 posted on Sept. 20, 2018. From that previous high, the benchmark declined 19.86% to 2,351.10 by Dec. 24, 2018, narrowly avoiding bear market territory. December 2018 was the second-worst December in…
S&P 500® Has Best First Quarter in over 20 Years – But Upward Momentum Slows
The S&P 500 finished Q1 2019 up 13.07%. This was the best first quarter return since the 13.53% posted in Q1 1998. January’s 7.87% return was the best start to the year since 1987 (13.18%). The hot start cooled some with the 10th-best February since 1987, at 2.97%. In March, the upward momentum slowed further,…