Insights: U.S. Equities

Indexes & Model Portfolios

Beyond the Builders: Investing in the Next Phase of the AI Revolution

How the Barron’s 400 reveals a broader opportunity emerging beneath today’s concentrated market leadership. For much of the period following...

July 30, 2026

Global Equities

Competing with Active Management: How MarketGrader Indexes Ranked Against Professional Stock Pickers

In our previous article, we examined how MarketGrader’s indexes performed relative to their benchmark indexes during the second quarter and...

July 17, 2026

Global Equities

MarketGrader Indexes Rebound in Q2 as Long-Term Outperformance Endures

After a challenging first quarter, particularly across U.S. equities, MarketGrader Indexes delivered a much stronger second quarter, with 53 of...

July 15, 2026

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...

June 11, 2026

U.S. Equities

MarketGrader U.S. Core Indexes, Q1 2026 Update: Broad and Persistent Outperformance vs. Active Peers

MarketGrader continues to deliver strong results relative to actively managed peers across U.S. equities. Complementing our benchmark-based report cards, MarketGrader...

April 30, 2026

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...

April 15, 2026

U.S. Equities

The Rotation Taking Shape in U.S. Equities: Insights from the Barron’s 400 Index

Through February 10, 2026, the divergence between the two versions of the Barron’s 400 Index has become difficult to ignore....

February 12, 2026

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...

September 19, 2025

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...

September 2, 2025

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...

July 14, 2025