The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows.

Outsize index fund positions in meme stocks draw attention to the style drift arising from infrequent rebalancing. Small cap value index fund investors may have less in small value than they expected.

July 2021 Stock market averages posted mixed results in June as economic headlines had investors vacillating between favoring cyclical or growth issues and ultimately choosing the latter to close the month. Large and small cap indexes outperformed mid-caps in June.…

June 2021 After some volatile trading sessions for May, stock market averages finished in positive territory with the small and mid-cap segments outpacing the gains in large capitalization stocks. Earnings reporting season concluded with a larger than average percentage of…

Stock market slides over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of…

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

May 2021 Stock prices moved higher in April with positive average performance across market capitalization sectors. The news headlines during the month continued to reflect economic expansion. The indexes that measure manufacturing and non-manufacturing activity both indicated growth above forecasts.…