Globalan hour ago

BOFA: ACTIVE FUNDS STRUGGLE AS MEGACAPS DOMINATE

Just 44% of large-cap active funds beat their benchmarks in September, as market leadership narrowed sharply toward megacaps, according to BofA. The cap-weighted S&P 500 outperformed its equal-weight counterpart by nearly 5 percentage points. Growth managers struggled most, with Meta and AMD accounting for 70% of the Russell 1000 Growth’s monthly gain.

AI Take

Neutral

시장 주도권이 메가캡에 집중되는 흐름은 대형 성장주와 액티브 펀드의 성과 격차에 영향을 줄 수 있습니다.

#메가캡#액티브펀드#S&P 500AMD

View original

Sources (3)

TelegramWalter Bloomberg19:32
TelegramMarket Feed19:32
X@firstsquawk19:32

Is this news bullish for the market?

0 votes

No comments yet