This strategy can endure through a rough patch. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a ...

Sector weightings don't stray too far from the S&P 500 ... The trade-off is that the fund can look sluggish in rising markets like 2017, 2020, 2021, and 2023; it landed in the category's bottom ...