The low volatility, quality, and yield factors outperformed the market in September.
In U.S. equities, flows favored value over growth, despite growth stock outperformance.
Stretched valuations and shifting momentum may disrupt the group of market leaders.
Strong July performance helped low volatility edge out momentum, while value finished last.
The economic and interest rate picture in international markets may attract dividend investors.
Systematic quarterly rebalancing may help revenue-weighted portfolios seek potentially high yields.
More than a buzzword, smart beta offers sophisticated strategies to pursue market returns.
As rates rise, opting for a non-traditional approach to dividend investing may offer benefits.
Revenue weighting can bring valuations in line while maintaining above-market growth characteristics.