A closer look at Fundamental Index®
A guide to exploring a different approach to investing
Introduction
Deepen your knowledge of Fundamental Index, an objective and contrarian approach to investing. This approach can be used to help diversify portfolios and complement traditional market-capitalization index strategies.
Use the information in this guide to learn:
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How Fundamental Index compares with a market cap-weighted approach
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How Fundamental Index selects and weights stocks
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The potential benefits of Fundamental Index and how the strategy can be used in portfolio construction
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What's important to consider when evaluating Fundamental Index products
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What is Fundamental Index investing?
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How does this approach work?
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How does Fundamental Index compare with a market cap-weighted approach?
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How can Fundamental Index help diversify portfolios?
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How can Fundamental Index help diversify portfolios through weighting exposure?
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How can Fundamental Index help diversify portfolios through factor exposure?
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What is important to consider when evaluating Fundamental Index products?
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What tools are available to help with Fundamental Index product selection?
Additional resources
Build your ETF expertise with ETF Know:How, our ETF education curriculum for advisors.