'SIZE' Matters When Turning the Market-Cap Equation Upside Down

The video tutorial discusses a financial index known by its ticker size, which reverses the traditional market cap equation by giving smaller companies a heavier index weight. The index includes around 650 US-based companies, with a focus on tech, industrials, financials, and consumer discretionary sectors. Despite trailing the S&P 500 by 10 percentage points since its 2013 launch, the fund has attracted $450 million in assets and maintains a low expense ratio. It receives a favorable rating from Bloomberg Intelligence for its alternative weighting approach.

What is the significance of the index weight allocation in the discussed fund?

Evaluate responses using AI:

OFF

What types of companies are represented in the fund's holdings?

Evaluate responses using AI:

OFF

What is the expense ratio of the fund mentioned in the text?

Evaluate responses using AI:

OFF

How does the fund's performance compare to the S&P 500 since its launch?

Evaluate responses using AI:

OFF

What does the Bloomberg Intelligence traffic light system indicate about the fund?

Evaluate responses using AI:

OFF