A closer look at Fundamental Index®
A guide to exploring a different approach to investing
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:
- How Fundamental Index compares with a market cap-weighted approach
- How Fundamental Index selects and weights stocks
- The potential benefits of Fundamental Index and how the strategy can be used in portfolio construction
- What's important to consider when evaluating Fundamental Index products
Discovery
Explore how Fundamental Index works, why this approach was developed, and how it compares with a market cap-weighted approach.
- What is Fundamental Index investing?
- How does this approach work?
- How does Fundamental Index compare with a market cap-weighted approach?
Strategy
Understand how a portfolio may benefit from the Fundamental Index approach and how this strategy can be used in portfolio construction.
- How can Fundamental Index help diversify portfolios?
- How can Fundamental Index help diversify portfolios through weighting exposure?
- How can Fundamental Index help diversify portfolios through factor exposure?
Evaluation and selection
Learn what's important to consider when evaluating Fundamental Index products, and access tools to help with the product selection process.
- What is important to consider when evaluating Fundamental Index products?
- 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.