The Applied Enhanced Index Russell 1000 Strategy seeks to achieve Russell 1000 Index-like returns after fees. By employing quantitative models, the team aims to identify 200-300 stocks that, in ...

For Q3 2024, Aristotle Atlantic’s Focus Growth Composite posted a total return of 2.84% gross of fees, underperforming the ...

In the third quarter, the fund returned 3.21% (gross) and 2.99% (net) compared to 3.19% for the Russell 1000 Growth Index and ...

For Q3 2024, Aristotle Atlantic’s Large Cap Growth Composite posted a total return of 1.26% gross of fees, underperforming ...

In the third quarter, the fund returned 3.21% (gross) and 2.99% (net) compared to 3.19% for the Russell 1000 Growth Index and ...

When equal weighting, sector weights are determined by the number ... into industrials and real estate stocks relative to the Russell 1000 Index. Equal weighting reins in stock-specific risks ...

According to Morningstar’s Risk Model, this portfolio is typically more exposed to companies with economic moats and healthy balance sheets than its Russell 1000 Value Index. Sector weights will ...

The stock market set fresh records on Friday, with the Dow Jones and S&P 500 concluding their strongest week in a year after Donald Trump’s election victory. The Dow Jones Industrial Average climbed ...

Small-caps have significantly underperformed their large-cap rivals over the past decade. To invest successfully in ...

2-Year U.S. Treasury Note Continuous Contract $102.762-0.066-0.06% 5-Year U.S. Treasury Note Continuous Contract $106.992-0.055-0.05% 10-Year U.S. Treasury Note Continuous Contract $110.266 0.078 ...