US Large Cap Equity

Growth > Value and Large > Smaller

  • High Valuation outperformed low valuation and dividend yield. Continuing the reversal from 2022.
  • Artificial Intelligence (AI) popularity provided strength to long-term growth factors.
  • Size effect has been a dominate force in 2023 and continued in May. The S&P 500 Cap weight Index has beaten the Equal weight Index by nearly 1000 bps YTD.
  • Style trends were broadly similar in both the domestic and international small cap markets.

All charts are available in the FULL REPORT.

Please contact Derek Tubbs at CornerCap Institutional for any questions or feedback: 404-445-5117.

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