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Under normal circumstances, the fund invests at least 80% of its net assets in U.S. equity securities, including exchange-traded investment companies that provide exposure to U.S. equity securities, subject to the limitations. It may invest in equity securities of companies of any market capitalization other than penny stocks. The fund is non-diversified.
Is CAPE's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Navigating the macroeconomic landscape in the first half of 2026 has been a study in contrasts. Markets have marched toward all-time highs even as historic valuation metrics flash warning signs behind the scenes.
While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.
Barclays today announced the launch of the Shiller Barclays CAPEÂ US SMID Sector Index, expanding its long-standing Shiller Barclays CAPEÂ index family to U.
The fixed income asset class has been anything but sleepy thus far this year. In fact, fixed income investors may be experiencing bouts of insomnia as higher-for-longer interest rates and a new Fed chair continue to add uncertainties.
Despite numerous reasons why investors might expect otherwise, 2026 appears to be off to an excellent start across many parts of the market. As evidenced by strong earnings growth often topping analyst expectations, hearty revenue growth, and continued elevation in profit margins, a market buoyed by AI investment has thrived.