Tag Archives: Core U.S. Equities
Quarterly Changes May Not Be Constant
The S&P 500®, commonly referred to as The 500™, underwent its latest quarterly update—commonly known as rebalances—at the end of last week. S&P 500 rebalances take place after the close of the third Friday of the quarter-ending month and can involve constituent changes (additions and deletions) as well as updates to company characteristics, such as…
- Categories S&P 500 & DJIA
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Celebrating 30 Years of the S&P Composite 1500
Launched on May 18, 1995, the S&P Composite 1500® (the S&P 1500™) celebrated its 30th anniversary yesterday. Designed for investors looking to replicate the performance of the U.S. equity market or to benchmark against a representative universe of tradeable stocks, the S&P 1500 combines the S&P 500®, S&P MidCap 400® and S&P SmallCap 600® indices…
- Categories Equities
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S&P 500 Highs Keep Coming
The S&P 500® closed at another record high today, marking the ninth all-time high closing price level so far this year. Although all-time highs are not unprecedented—2024 is the 41st year since 1957 to host a new high—a few observations stand out when looking at this year’s records. First, January 2024 saw the end of…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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