Telemus Blog

Plain-Vanilla S&P 500 Index Funds Are Out. Here’s What In.

Written by Barron's | Jan 25, 2024 1:17:04 PM

 


In the current landscape where tech giants dominate the S&P 500, investors are turning their attention to "equal-weight" funds as a strategic investment approach. These funds distribute investments across all stocks, giving preference to smaller companies and value-oriented assets. This shift is driven by the pursuit of potentially stronger long-term returns and a desire to mitigate risks associated with the market's current concentration in technology. Matt Dmytryszyn, Chief Investment Officer, discusses considering the inclusion of the Invesco fund in client portfolios and expresses intrigue over its lower valuation.