Group 1 - The "Ten Titans" are the largest growth-focused U.S. companies, comprising approximately 38% of the S&P 500 [2][9] - The combined market capitalization of the Ten Titans is $20.2 trillion, a significant increase from $2.5 trillion a decade ago [6] - The Ten Titans have contributed 51.6% of the S&P 500's market cap growth over the last decade, which totaled $34.3 trillion [8] Group 2 - The Vanguard S&P 500 ETF is highlighted as a low-cost option for investors seeking exposure to the Ten Titans, with an expense ratio of 0.03% [4][5] - The S&P 500 has transformed into a growth-focused index due to the concentration of the Ten Titans, which may not suit all investors [9][12] - Investors with a high risk tolerance may benefit from the concentrated nature of the index, while risk-averse investors might need to adjust their portfolios to avoid overexposure to growth stocks [14]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks ...

Growth stocks have been dominating the market in the last few years, resulting in global indices being driven by only a few stocks and record high valuation metrics.I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative analysis, demonstrated ...

Launched on December 11, 2009, the Schwab U.S. Large-Cap Growth ETF (SCHG) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity market.The fund is sponsored by Charles Schwab. It has amassed assets over $46.57 billion, making it one of the largest ETFs attempting to match the Large Cap Growth segment of the US equity market.Why Large Cap GrowthCompanies that fall in the large cap category tend to have a market capitalization above ...

Group 1 - Growth stocks experienced sluggish performance in the second half of last year due to narrowing earnings outperformance among the Magnificent Seven and overbought technical conditions [1] - A necessary rest and reset for growth stocks occurred following the March/April market crash, leading to renewed gains in growth [1] - The investment approach focuses on long-term strategies, utilizing low-risk ETFs and CEFs to capitalize on macro ideas [1] Group 2 - The analyst has a beneficial long position in the shares of VUG, indicating confidence in the stock's future performance [2] - The article reflects the author's personal opinions and is not influenced by compensation from any company mentioned [2]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones involves significant risk and volatility [1] Group 1: Company Overview - Kaiser Aluminum (KALU) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 5.5%, but projected EPS growth for this year is expected to be 84.9%, significantly higher than the industry average of 3.4% [5] Group 2: Key Growth Metrics - The asset utilization ratio for Kaiser is 1.3, indicating that the company generates $1.3 in sales for every dollar in assets, outperforming the industry average of 0.85 [6] - Kaiser’s sales are projected to grow by 14.8% this year, compared to an industry average of 0% [7] Group 3: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Kaiser, with the Zacks Consensus Estimate for the current year increasing by 11.3% over the past month [8] Group 4: Investment Positioning - Kaiser holds a Growth Score of B and a Zacks Rank of 2, positioning it well for potential outperformance in the growth stock category [10]

Core Viewpoint - The WisdomTree U.S. High Dividend ETF (DHS) is a passively managed ETF that provides exposure to the Large Cap Value segment of the US equity market, with assets exceeding $1.28 billion [1]. Group 1: ETF Overview - DHS was launched on June 16, 2006, and is sponsored by WisdomTree [1]. - The ETF targets companies with a market capitalization above $10 billion, which are generally considered stable with lower risk compared to mid and small cap companies [2]. Group 2: Value Stocks Characteristics - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates [3]. - Historically, value stocks have outperformed growth stocks in long-term performance, although growth stocks may perform better in strong bull markets [3]. Group 3: Costs and Performance - The annual operating expenses for DHS are 0.38%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 3.42% [4]. - As of August 18, 2025, DHS has increased approximately 8.58% year-to-date and 14.15% over the past year, with a trading range between $87.71 and $100.58 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Energy sector, with the top three sectors being Energy, Industrials, and Materials [5]. - The top 10 holdings account for about 139.08% of total assets, with major holdings including Philip Morris International Inc (PM) and Johnson & Johnson (JNJ) [6]. Group 5: Risk and Diversification - DHS aims to match the performance of the WisdomTree U.S. High Dividend Index, which focuses on companies with high dividend yields [7]. - The ETF has a beta of 0.69 and a standard deviation of 14.43% over the trailing three-year period, indicating a medium risk profile and effective diversification with approximately 372 holdings [8]. Group 6: Alternatives - Other ETFs in the same space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases of $71.11 billion and $141.73 billion, respectively [11]. - SCHD has a lower expense ratio of 0.06%, while VTV charges 0.04% [11]. Group 7: Bottom Line - Passively managed ETFs like DHS are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong growth stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - The Pennant Group, Inc. (PNTG) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - The historical EPS growth rate for The Pennant Group is 11.2%, with projected EPS growth of 20.7% this year, surpassing the industry average of 17.7% [5] Group 3: Cash Flow Growth - The Pennant Group exhibits a year-over-year cash flow growth of 35.2%, significantly higher than the industry average of 2.3% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 10.6%, compared to the industry average of 4.4% [7] Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for The Pennant Group, with the Zacks Consensus Estimate for the current year increasing by 3.3% over the past month [9] Group 5: Conclusion - The combination of a Zacks Rank 2 and a Growth Score of A positions The Pennant Group as a potential outperformer and a solid choice for growth investors [10][11]

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the SPDR S&P 400 Mid Cap Value ETF (MDYV) , a passively managed exchange traded fund launched on November 8, 2005.The fund is sponsored by State Street Investment Management. It has amassed assets over $2.41 billion, making it one of the average sized ETFs attempting to match the Mid Cap Value segment of the US equity market.Why Mid Cap ValueMid cap companies, with market capitalization in the range of $2 bi ...

Core Insights - Apellis Pharmaceuticals (NASDAQ: APLS) has faced significant challenges over the past two years, including safety concerns regarding its product Syfovre, which have since been largely resolved, and a rejection from the European Medicines Agency [2]. Company Overview - Apellis Pharmaceuticals is currently navigating a recovery phase after overcoming a safety scare related to Syfovre, which has been a critical product for the company [2]. Investment Focus - The Growth Stock Forum, which covers Apellis Pharmaceuticals, emphasizes attractive risk/reward situations and closely tracks a model portfolio of 15-20 stocks, along with a top picks list of up to 10 stocks expected to perform well in the current calendar year [1].