The iShares Semiconductor ETF tracks semiconductor sector performance with major holdings like Broadcom, Nvidia, and AMD. SOXX has underperformed its benchmark, has a ...

Equity factor strategies have experienced performance challenges relative to cap-weighted indexes since the COVID-19-induced market crash of 2020. In cap-weighted indexes, companies with higher market ...

Research has shown that adding constraints to total portfolio volatility can substantially improve the performance of managed portfolios. Although other work has ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. What is tracking error, and what information does it yield about mutual funds? Joining me to discuss that topic is Russ Kinnel. He is ...