Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a range-bound market. Concerns arise from the concentration of gains within a few names, particularly in the tech sector, within the S&P 500.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
Catalyst Funds
Rational Funds
Strategy Shares
