This article was originally published on ETFTrends.com. Concentration risk remains one of investors' key concerns about the U.S. stock market right now. With just 10 or so firms driving the vast ...

The S&P 500 has grown more than 17% YTD, but is that rise deceptive? A significant amount of that growth owes to just a few key names. Those include the usual mega-cap tech firms like Apple (AAPL) and ...

This article was originally published on ETFTrends.com. Megacap tech’s leadership role in the markets has done much of the heavy lifting for markets this year. Concentration risk in the S&P 500 has ...

Index concentration was a central theme at this year’s Schwab IMPACT conference in Denver, Colorado. In particular, advisors are grappling with how to avoid undue risk as a bull market powered by a ...

Market concentration today is the highest it has been in the last 29 years. This has created an unprecedented headwind for active managers in the post-COVID era. Historical relationships suggest if ...

As long as there have been stockbrokers and mutual funds, there has been a significant portion of investment advisers (many of whom, it should be noted, have an economic interest in the question) who ...

You’d be hard-pressed to tell the difference. The two perform almost in lockstep, earning nearly the same return in the end. What closet index fund is this? It’s not any one fund. It’s a composite I ...

Concentration risk remains one of investors' key concerns about the U.S. stock market right now. With just 10 or so firms driving the vast majority of the S&P 500’s gains, the index may be becoming ...