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Mar 06 2023
Of Special Interest

Research Preview: I Own What?!

  • Mar 6, 2023

S&P rebalanced its style indexes in December, and the shuffle caused substantial turnover. The Value index now includes a sizeable swath of mega-cap tech companies, and this changing membership significantly affects the relative valuation metrics that defined those styles.

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Style Reconstitution S&P 500 Growth Index S&P 500 Value Index Style Spreads Growth Vs. Value Index Rebalancing

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About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

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