2024-07-04 08:50:45 ET
Summary
- IVE warrants a buy rating due to its strong historical performance of value stocks compared to growth, looking back at rolling 15-year periods over the past 97 years.
- While the S&P 500 Value has underperformed the broader S&P 500 index since roughly 2008, there are multiple indicators that a return to the long-term trend is likely.
- As a result of its holdings mix, IVE has a more attractive valuation with lower volatility metrics compared to broader S&P 500 Index funds.
Investment Thesis
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For further details see:
IVE: History Points Towards An Opportunity In S&P 500 Value