Indexes & Model Portfolios Beyond Mega Caps: Barron’s 400 and the Importance of Diversification in U.S. Equities For much of the past decade, U.S. equity returns have been increasingly concentrated in a relatively small group of large...
Global Equities MarketGrader Global Indexes: Q1 Performance Outpaces U.S. Equities MarketGrader’s Global Indexes delivered a more resilient performance than their U.S. counterparts in the first quarter of 2026, with broad...
Indexes & Model Portfolios MarketGrader U.S. Indexes: A Challenging First Quarter in 2026 MarketGrader Indexes started the year on a strong footing but faced a very challenging March following the outbreak of war...
Indexes & Model Portfolios The Barron’s 400 Index (Equal Weight): Hitting the Market’s Sweet Spot Over the past three decades, mid-cap stocks have quietly outperformed their large- and small-cap counterparts. From 1995 to 2025, the...
Indexes & Model Portfolios The Barron’s 400 Index: 18 Years of Outperformance Eighteen years ago this week, the Barron’s 400 Index (B400) was introduced on the cover of Barron’s magazine with a...
Global Equities MarketGrader Indexes Withstand Tariff Turmoil to Beat Global Benchmarks in First Half of 2025 MarketGrader’s disciplined stock selection continues to beat the market across global markets If you had fallen asleep on New Year’s...
Indexes & Model Portfolios Value Is Not Dead – It Just Needs a New Definition Since the U.S. stock market crash of 2008, growth stocks have outperformed value stocks by a wide margin. Figure 1...
Indexes & Model Portfolios How Do MarketGrader’s Smart Beta Indexes Stack Up Against Active Managers? We reported recently on the stellar performance of the MarketGrader Indexes in 2024, when a majority of them beat their...
Indexes & Model Portfolios U.S. Stocks Have Delivered Returns of at Least 20% in Six of the Last 10 Years – MarketGrader’s U.S. Core Indexes Have Done Even Better The MarketGrader Indexes closed a solid 2024 with 68% outperforming their benchmarks across global markets, and now nine out of...
Global Equities MarketGrader Indexes – 2023 Performance Review MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to...