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...
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...
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...
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....
Global Equities MarketGrader Indexes vs. Active Managers: 2025 Performance Review Following the publication of our 2025 benchmark report card summary, we now turn to the second component of our annual...
Global Equities Why Stock Selection Mattered in Australian Small Caps in 2025 The 2025 calendar year was a strong one for Australian equities. While the broad S&P/ASX 300 delivered a respectable total...
Global Equities Global Equity Strength Drives MarketGrader Indexes Performance in 2025 MarketGrader’s 2025 report cards cover 73 indexes across US, developed, and emerging equity markets. This excludes a small number of...
Global Equities Is Health Care Turning the Corner? Recent Results Suggest So Investors in global health care stocks may be forgiven for their skepticism toward the sector’s recent resurgence. Health Care has...
Global Equities Israel & Brazil Shine in MarketGrader’s Latest Global Index Report Card MarketGrader’s US Indexes continue their strong run in 2025, with 21 of our 26 core indexes outpacing their benchmarks through...