Talk about following the herd. Today nearly all global bond portfolios use issuance-weighted indexes as benchmarks. Big, developed bond markets like the U.S., Europe and Japan dominate such indexes.

It’s no secret among active bond managers that the conservative nature of the Bloomberg Barclays U.S. Aggregate Bond Index makes it an easy benchmark to top. More than 70% of the index is invested in ...

The Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) was launched on 03/21/2012, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Growth ...

The investment seeks to provide investment results that correspond to the aggregate price and interest performance of the debt securities in the Bloomberg U.S. Aggregate Bond Index. The fund normally ...

Launched on March 21, 2012, the Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of ...

Last year, nearly two-thirds of the top 100 active US stock funds by assets lagged their index, as shown below. How could that be? I assumed the funds’ stock holdings were left untouched from Dec. 31, ...

Although investors spend a great deal of time on stock selection, academic research has shown that aggregate characteristics of a diversified portfolio or index are often the primary drivers of risk ...

According to a filing with the Securities and Exchange Commission dated November 7, 2025, Frisch Financial Group, Inc. trimmed its stake in Direxion NASDAQ-100 Equal Weighted Index Shares by 45,311 ...