Mega IPOs Impact on the CRSP U.S. Market Indexes (Morningstar Indexes)
Despite the recent focus on the initial inclusion of the mega IPOs, for indexes that use float-adjusted…
Index Investing
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U.S. Persistence Scorecard Year-End 2025 (S&P Dow Jones Indices)
Among top-half funds within all reported active domestic equity categories in calendar year 2021, only a handful…
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The Search for Elusive Outperforming Active Funds in Japan (S&P Dow Jones Indices)
Of the 933 active equity funds domiciled in Japan, more than 80% underperformed their respective benchmarks in…
Performance Insights Europe – June 2026 (FTSE Russell)
Early May’s risk-off sentiment reversed around mid-month upon renewed Middle East deal hopes, infusing optimism in…
