jo_exh4


Exhibit 4: S&P 500 Composition by Capitalization

Because of capitalization weighting, investment in
an S&P 500 index fund does not necessarily
provide broad market diversification.

Source: Invesco, as of September 30, 1999.

 

SPONSORED REPORT

A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.