MGK News and Press, Vanguard Mega Cap Growth From 03/01/23

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Some mega-caps will retain dominant business positions and may continue to offer attractive investing opportunities. By positioning be...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary We likely experienced peak rates of inflation during the fourth quarter of 2022, and as price increases abate, the coming months may bring the end of the central-bank tightening. However, we believe inflation is likely to remain above the historically low levels experienced duri...

Summary Mega-cap growth stocks led the market higher in January as rates fell and what failed in 2022 snapped back. SPY appears poised for more 2023 gains, but the bulls have work to do with the biggest of big names. With a Fed meeting and key earnings on tap, expect volatility. ...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Appreciation Strategy seeks to balance upside r...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Aggressive Growth Strategy follows a focused, h...

Summary The top two mega themes in terms of global net inflows in 2022 were Climate Change-related themes and Big Data. The largest net outflows came from tech-heavy themes, led by Robotics & Automation. 2023 may bring a return to more normal markets driven by economics rather t...

Summary Vanguard's Mega-Cap Value and Growth ETFs have significantly diverged in 2022. Ignoring valuations and negative market sentiment has cost risk-takers about 30% YTD. MGC is one option for investors unsure why style to favor. It's essentially just a more-focused S&P 500 Index ...

Summary MGK tracks the CRSP Mega Cap Growth Index, selecting nearly 100 mega-cap stocks based on six growth factors. Long-term performance is excellent and MGK has a cheap 0.07% expense ratio. MGK's Seeking Alpha Profitability Score is 9.72/10, the second-best of any of the large-...