Tag Archives: large caps
The S&P Israel 30 LargeCap Index: Uncovering the Performance of Israel’s Large Caps
Opening the Door to Untapped Opportunities As investors broaden their opportunity set beyond the most widely held markets, Israel’s large-cap equities have increasingly drawn attention. The S&P Israel 30 LargeCap Index offers a focused way to access this segment of the market, capturing many of the country’s most liquid companies across sectors such as Information…
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Addressing Concentration with the S&P 500 3% Capped Index
Concentration within the S&P 500® has risen sharply in recent years, reaching multi-decade highs (see Exhibit 1) and reflecting broader trends in the U.S. large-cap equity market. As a result, more market participants are actively seeking ways to mitigate concentration risk. The S&P 500 3% Capped Index offers a practical approach by applying a straightforward…
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Rethinking U.S. Equity Exposure: A New Index Approach
With global fragmentation accelerating and geopolitical risks rising, the traditional assumptions underpinning U.S. equity investing may be due for a fresh look. While the S&P 500® has long served as the cornerstone for broad-based U.S. market exposure, globalization has reshaped the revenue profile of many constituents. Today, more than a quarter of the companies in…
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S&P World Index: A Global Benchmark for Comprehensive Coverage
Introducing a benchmark that digs deeper into developed markets, with data that extends over several economic cycles. Discover how the S&P World Index sets the standard for developed market indices.
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SPIVA U.S. Year-End 2019 Scorecard: Active Funds Continued to Lag
2019 was a remarkable year for risky assets. All benchmarks tracked in the SPIVA U.S. Year-End 2019 Scorecard delivered positive returns. Information Technology-heavy and more internationally diversified companies of the S&P 500® pushed the index to its second- and fourth-highest annual return since 2001 and 1990, respectively. In addition, the S&P MidCap 400® (26.2%) and…
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Size Matters for Active Large-Cap Fund Performance
Over the 15-year period ending March 31, 2019, the biggest 25% of active large-cap equity funds managed about 90% of all the assets under management (AUM) held in active large-cap equity funds. This may suggest that investors’ fund selections skew toward larger funds. But is bigger always better? This topic has been widely debated: although…
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Large Caps Lag In Rebounds
The entire U.S, equity market lost on Monday, Dec. 17, 2018, meaning every one of the 42 segments by size, sector and style finished negative for the day. This was the second day in a row with losses across the board. From Oct. 10-11, 2018 was the last time two consecutive days with all losses…
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Mid Caps Less Risky Than Large Caps?
In November, there was high market volatility in response to at least a few major events including the U.S. midterm elections, Brexit, G20 and Fed Chair Powell’s comments. The risk (measured by 30-day annualized volatility) on Nov. 30, 2018 for the S&P 500 was 20.6%, which is 3.5 times higher than its risk of 5.9%…
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The S&P BSE 500: How Has it Performed?
As highlighted in a prior post, “Getting to Know the S&P BSE 500,” the S&P BSE 500 is considered a proxy for India’s listed equity market, as it covers more than 88% of India’s listed equity universe in terms of total market capitalization. The index also offers diversified exposure to all key sectors of India’s…
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