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 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....