Mega-caps drive sector returns, but most ETFs can't fully own them. Regulatory caps force funds to underweight the companies that matter most. The 25/5/50 rule creates a hidden gap in sector exposure.

KUWAIT - JANUARY 15: A derek pumps in a oil field January 15, 2003 near the Saudi Arabian border, Kuwait. Kuwait produces 10% of the worlds oil and has promised to increase production as needed in the ...

January presented another opportunity for thoughtful tilts, as investors navigated the unexpected following an election-year November and a December marked by high dispersion. Although losses among a ...

Sector performance is more insightful than just looking at broader S&P 500 movements. Not all growth stock gains are pure euphoria. Now is a great time to buy stocks in beaten-down sectors that have ...

The S&P 500 (SP500) materials sector has lagged much of the market in 2025, landing on the weaker end of sector performance rankings and currently sitting seventh out of the index’s 11 major groups.

While the Morningstar US Real Estate Index is up about 23% since July 2024, the index has underperformed the Morningstar US Market Index by about 5% over the same timeframe. Relative performance ...

The Technology Select Sector SPDR Fund and the Roundhill Generative AI & Technology ETF both include AI-related stock holdings. The Technology Select Sector SPDR Fund offers a low expense ratio and a ...