Performance of Sectors, Style, and Capitalization

Style and Capitalization

Style and capitalization investing are also popular ways to diversify a portfolio, because in both the short and long term, investment styles (growth and value) and capitalization can behave quite differently from each other.

1. Because of a narrower focus, sector investing tends to be more volatile than investing across many sectors and companies.

• Past performance is no guarantee of future results. All indices are unmanaged and performance of the indices include reinvestment of dividends and interest income, unless otherwise noted, are not illustrative of any particular investment and an investment cannot be made in any index.
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