IWD News and Press, iShares Russell 1000 Value From 05/31/23

2023-05-31 21:03:00 ET Summary Large-cap U.S. equities have rallied year-to-date by approximately nine percent (as of May 29th) and appear to show resiliency in the face of a potential recession. The outperformance of the ‘Big 8’ group has seen its market cap weight ...

2023-05-30 10:18:25 ET Jefferies tapped nine themes and then ran a quant screen on factors that fit their strategy best. It came up with 19 names, but with a twist. "We decided to use our quant model and factors to determine our themes and in the end, we came away with 19 Buy rated ...

2023-05-26 09:18:10 ET FTSE Russell will rebalance its indexes at the end of June and, as usual, a great deal of buying and selling will come from mutual funds and ETFs to track those changes. The preliminary list of changes came out last week, using April 28 for a cutoff date for marke...

2023-05-25 23:30:00 ET Summary Sector tilts can skew risk and reward when selecting value stocks. Unintended sector bets can be a trap for value investors and the bane of high Sharpe ratios. By keeping a watchful eye on sector tilts and potential overconcentration, we believe ...

2023-05-25 15:33:33 ET Summary Fidelity Blue Chip Value ETF is an actively managed value ETF. It lacks the transparency of usual ETFs regarding rules and holdings. It has beaten its benchmark since inception, but it is on par with several competitors. This article ...

2023-05-23 10:00:36 ET With the broader stock market still up solidly year to date, a big question for investors is whether or not to succumb to the fear of missing out ( FOMO ) and put cash to work in equities, according to Societe Generale. In 2023, U.S. equities ( NYSEARCA: S...

2023-05-21 15:17:24 ET A return to Big Tech stocks while has helped the broader market through the year. The S&P 500 ( SP500 ) ( NYSEARCA: SPY ) ( IVV ) ( VOO ) is up nearly 10%, while the equal-weighted S&P ( RSP ) has gained a little more than 1%. T...

2023-05-20 06:00:00 ET Summary While virtually no global market segment escaped the turmoil of the past year, US large cap equities were dealt a particularly sharp blow. As defensive industries have cycled into favor, the market turmoil has led many investors to seek a defensive s...

2023-05-16 23:35:00 ET Summary 2023 is now continuing that past pattern of growth and large-cap growth relative performance. If you look at the 10 and 15-year annualized returns across all the US equity asset classes, even straight value vs. growth, the returns are not all that ap...

2023-05-15 02:00:00 ET Summary As the economy begins to accelerate, value companies begin to outperform. The market continued to favor many of the more value-oriented or economically sensitive sectors of the market. The financial sector fell to the bottom of returns as balance...