Most of the glowing analysis of so-called smart beta ETFs focuses on individual funds and how they offer advantages over their conventionally designed counterparts that weight securities by market ...

Equal weighting has an encouraging record as a design choice for earning a moderately higher premium in the stock market compared with the conventional weighting system of holding shares in proportion ...

An investor portfolio can't thrive if it's too top heavy in say one or even a few stocks. The same can be said for exchange traded funds (ETFs), which is where an equal-weight strategy can help with ...

Wed, March 25, 2026 at 2:45 PM UTC The S&P 500 you own through a standard index fund is not as diversified as it looks. The cap-weighted version of the index hands roughly a third of your money to a ...

The purpose of this article is to evaluate the Invesco S&P 500 Equal Weight ETF (RSP) as an investment option at its current market price. This is an alternative play on the S&P 500, given that most ...

Pro rata is a term used to describe a proportionate allocation. It's a method of assigning an amount to a fraction according to its share of the whole.

Global X announced today the launch of the Permanent ETF (NYSEArca:PERM - News), a new fund that will offer one stop exposure to a number of core asset classes. The new ETF will be linked to the ...

A version of this article appeared in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. It is hard to beat the ...

The third installment of analyzing equal weighting for asset allocation reviews the results for maintaining identical weights for funds and asset classes. In the previous posts in this series (here ...