These indices help reduce the risk of outsized exposure to individual stocks within an equity universe. This metric gauges the concentration level of an index, indicating how many stocks are driving ...

The widely followed Standard & Poor’s 500 Index is the standard by which stock market performance in the U.S. is often measured, as it tracks 500 of the largest and most stable publicly traded ...

As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...

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 ...

Bloomberg announced today the 2024 target weights and composition for the Bloomberg Commodity Index (“BCOM”). Launched in 1998, with historical information dating back to 1960, BCOM is a widely ...

If a fund manager sinks more than 10% of assets into a single stock, is that a bold move or a conservative stance? The answer may depend on whom you’re asking. A recent study by Morningstar senior ...

Goldman Sachs believes market concentration will be a serious problem for the S&P 500 in the next decade, such that the index will return an average of just 3% annually. The Goldman analysts estimate ...

There is a belief that the growth of index funds, which prefer to trade in the closing auctions so they track their index, has led to an increase in market-on-close trading. However, the premise ...

How can we assess concentration levels in a given index? A popular way to measure concentration levels in an index is by looking at the “effective” number of stocks in an index (also known as the ...

The annual BCOM Target Weights are determined in accordance with the rules described in the BCOM methodology. The index rules account for liquidity and production data in a 2:1 ratio and are subject ...

Bloomberg announced the 2026 target weights and composition for the Bloomberg Commodity Index (“BCOM”). Launched in 1998, with historical information dating back to 1960, BCOM is a widely tracked ...