Exploring Anti-Concentration Funds in Europe
Strategies for European Portfolios to Navigate Equity Concentration
Rising concentration has become one of the defining features of modern equity markets over the past decade. While large stocks have fueled global growth, this trend is especially pronounced in the US, where the "Magnificent Seven" stocks now dominate.
In this report, we review five exchange-traded fund options available to European investors who are seeking to make concentrated bets on US equities—a core allocation for many European portfolios.
Download now for an in-depth look at increasing concentration in equity markets and assessing equal weighted funds vs. market cap weighted passive funds.
What's Inside
- A review of five ETF options available to European investors
A comparison of each fund with the Morningstar US Target Market Exposure Index.
An assessment of equal weighted funds vs. market cap weighted passive funds