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Aug 05 2023

Additional Factors

  • Aug 5, 2023

During the last two months, the Equal Weighted index has beaten the Cap Weighted version by 1.3%. That’s not much of a turnaround considering the 10.6% advantage for the top-heavy SPX from February to May. The seven largest firms (28% of the index weight) have contributed two-thirds of this year’s 20% gain in the S&P 500.


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager