Diversification Constraints

Published on July 1, 2024 by Premium

The narrow rally in the stock market seems to be intersecting with mutual fund diversification rules in a way that provides ongoing market support. The bulk of the gains in the major stock market indexes this year have come from companies involved in AI, while other companies have largely languished. This has increased the concentration of benchmark indexes and made it more difficult for active managers operating under diversification rules to outperform. Recent analysis from […]

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