Rethinking Diversification After the Rebalance

With this year’s annual Russell equity index reconstitution, significant shifts are expected in both growth and value, as well as at the sector level.

Watch as we break down what’s changing — and what it could mean for client portfolios.

In this session, we cover:

• How mega-cap leaders are driving shifts between growth and value
• Why technology exposure is rising across both benchmarks—and what that means for diversification
• The growing overlap among growth, value, and the S&P 500—and potential portfolio implications
• How MFS applies a long-term, fundamentals-based approach amid evolving index dynamics

As benchmarks evolve, understanding what’s beneath the surface can help you position client portfolios.