Benchmark Trackers Should Have Ultra-Low Costs

Investors can reduce their costs, and thereby improve their outcomes, by paying as little as possible for tracking the market

Dan Lefkovitz 27 March, 2018 | 8:55AM

US Equity Market Benchmarks

Triggered by fears of rising US interest rates, stocks plummeted early in February, then recovered, before ending down. How did benchmarks designed to represent the US equity market gauge the volatile month? 

The following benchmarks delivered nearly identical returns in February 2018: S&P 500 TR USD, Russell 1000 TR USD, Russell 3000 TR USD, CRSP US Total Market TR USD, MSCI USA IMI GR USD, Morningstar US Market Index TR USD.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Apple Inc254.29 USD-0.20

About Author

Dan Lefkovitz

Dan Lefkovitz  is content strategist for Morningstar’s Indexes group

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