Revenue-weighted indices have historically exhibited lower price multiples than market-cap-weighted indices, which naturally allocate the largest weights to stocks with the highest share price ...

The rise of the "mega-caps" in recent years has caused a significant divergence in the performance of the S&P 500. The cap-weighted S&P 500 has posted a total return of just over 110% over the last ...

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 ...

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 ...

Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

One of the most common and best pieces of investment advice is to invest in a low-cost S&P 500 index fund. These funds allow investors to participate in the long-term growth of the economy by ...