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

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 ...

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 ...

Although investors spend a great deal of time on stock selection, academic research has shown that aggregate characteristics of a diversified portfolio or index are often the primary drivers of risk ...

Designed to provide broad exposure to the Style Box - Large Cap Growth category of the market, the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) is a smart beta exchange traded fund launched ...

The S&P/TSX Composite Index (INDEXTSI:OSPTX) is the principal market measure for the Canadian equities market, and is calculated and managed by S&P Dow Jones Indices. The index, which was launched in ...