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 ...

Over the last decade, the 10 largest stocks in the Russell 1000 Growth Index rose to dizzying heights to dominate the market. Market concentration rewarded passive investors who held market weights in ...

Index concentration has risen over the past decade. The largest issuers have become an increasingly sizable portion of the large-cap growth asset class and have been outsized contributors to index ...

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 ...

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 ...

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 ...