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Chart of the Day: Equal Weight for an Even More Incredible Win

Crews Bank & Trust Wealth Management Services Jul 20, 2023
three blue pie charts showing under performance and out performance of three different funds

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Today’s Chart of the Day is from S&P Global. If you follow my posts, you will not be surprised that over the last 20 years the S&P 500 index, where larger companies make up more of the index than smaller ones, beat actively managed funds an incredible 92.4% of the time. That is a high bar to beat.The S&P 500 Equal Weight Index, in which regardless of the size of the company, each company makes up the same amount, had an even more incredible 98.6%-win rate! The past is no predictor of the future, but it is good to keep in mind when you are “shopping” or “being sold” investments.
Chart of the Day

About the Author

Crews Bank & Trust Wealth Management Services
Crews Bank & Trust Wealth Management Services

Experienced professionals from our wealth management services team can help you achieve a bright financial future through investment strategies tailored to you. We’ll show you all of the options available and help you choose the ones best suited to you. We’ll provide high-quality, personal service as we work toward your goals together. Our Portfolio Managers do not receive commissions on trades; our recommendations of investments are based solely on your best interests.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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