Want to Focus on Mega-Cap Companies? 2 Funds to Consider

RELATED CONTENT

S&P 500: Equal Weighted vs. Market Cap Weighted

The S&P 500 has become very top heavy. On a market-capitalization basis, big tech dominates the index. That creates concentration risk. Our expert suggests a solution to consider: An equal weighted S&P 500 index.

How the Top S&P 500 Companies Have Changed Over Time

ChartTalk: The S&P 500 changes over time. The influential benchmark index also serves as a barometer of our evolving economy. Look at how it has changed over several decades.

The Stocks Driving S&P 500 Returns in 2024

ChartTalk: Fully 60% of the rise in the S&P 500 in 2024 is attributable to the stocks of five companies. Here’s a graphic that shows what the Fab Five have contributed to the growth and some of the other firms that have been driving the index to new heights.

Use These Realistic Benchmarks for Diverse Portfolios

Clients want to know how their portfolio performance measures up against other portfolios. But to what portfolios should you compare? For comparisons, our expert offers six allocation models and how they have performed during the past 50 years.