Parsing the details of index methodologies is central to understanding the processes of index funds and ETFs and informs our overall assessment of these funds' investment merit.
Low-vol strategies may limit investors' upside in a bull market, but their truncated downside risk may be worth the trade-off in the long run, says S&P Dow Jones Indices' Craig Lazzara.
While this isn’t the only ETF that tracks the S&P MidCap 400 Index, a structural advantage gives this fund an edge.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...