"Value Index is also tax efficient, so any investor can use it, " he says.
Historically, adding a small-cap value index fund to a diversified equity portfolio has lowered portfolio risk and increased returns.
The first takes a low-cost, total market index fund and augmenting it with a value index fund as desired.
The portfolio is tilted to value stocks using a second value index fund.
Go with Vanguard Value Index (VIVAX), if you're looking for an index choice.
In fact, retail apparel is the number one ranked industry on my Validea Value Index as we head into 2013.
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Their large-cap value index returned 54% over the decade, while their small-cap value index returned 140% and emerging markets returned 140%.
Zillow analyzed forecasted Zillow Home Value Index (ZHVI) data for more than 5, 100 individual neighborhoods in hundreds of cities nationwide.
With model in hand, the question becomes how much of a position should one take in a small-cap value index fund?
See Figure 1 for a comparison of both variants of Case-Shiller and their corresponding analogues based on the Zillow Home Value Index.
Its five-year average annual return of 6.6% was 2.8 percentage points better than that of its benchmark, the Russell Mid Cap Value index.
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This forecast is in line with the trend in the Zillow Home Value Index reported in the Q3 Zillow Real Estate Market Report.
The Russell 2000 value index had the highest correlation and, in fact, outperformed the median fund in both the private equity and VC categories.
This strategy can also be expanded to international investing by adding a small-cap international value index and real estate fund to a broad international index fund.
According to Zillow's home value index, the median value of top-tier homes in the Sandy Springs area is down 11.2% since July 2006, just after the Erbeys bought the house.
And we should point out that not holding Apple in the Russell 3000 Value index had cost that benchmark 349 basis points of performance versus the Russell 3000 Growth index.
According to the ETF Finder at ETF Channel, WGL and ANR collectively make up 1.13% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is relatively unchanged on the day Monday.
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According to the ETF Finder at ETF Channel, CBT and APOL collectively make up 1.12% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is lower by about 0.1% on the day Friday.
According to the ETF Finder at ETF Channel, DAN and RRD collectively make up 1.11% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is up by about 0.2% on the day Thursday.
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According to the ETF Finder at ETF Channel, WHR and DGX collectively make up 1.57% of the iShares Morningstar Mid Value Index Fund ETF (JKI) which is higher by about 0.7% on the day Tuesday.
According to the ETF Finder at ETF Channel, CBT and APOL collectively make up 1.11% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is lower by about 0.7% on the day Thursday.
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According to the ETF Finder at ETF Channel, WBS and ANR collectively make up 1.02% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is lower by about 1.4% on the day Monday.
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According to the ETF Finder at ETF Channel, TCB and APOL collectively make up 1.15% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is higher by about 0.6% on the day Wednesday.
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According to the ETF Finder at ETF Channel, HLX and WPO collectively make up 1.15% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is lower by about 0.2% on the day Monday.
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According to the ETF Finder at ETF Channel, GEO and APOL collectively make up 1.21% of the iShares Morningstar Small Value Index Fund ETF (JKL) which is higher by about 0.3% on the day Monday.
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According to the ETF Finder at ETF Channel, SYMC and AMP collectively make up 1.31% of the iShares Morningstar Mid Value Index Fund ETF (JKI) which is higher by about 1.7% on the day Monday.
According to the ETF Finder at ETF Channel, FDX and PNC collectively make up 1.18% of the iShares Russell Top 200 Value Index Fund ETF (IWX) which is up by about 0.9% on the day Tuesday.
According to the ETF Finder at ETF Channel, GE and UNH collectively make up 5.46% of the iShares Russell Top 200 Value Index Fund ETF (IWX) which is up by about 0.8% on the day Wednesday.
According to the ETF Finder at ETF Channel, GE and PG collectively make up 8.11% of the iShares Russell Top 200 Value Index Fund ETF (IWX) which is lower by about 0.2% on the day Thursday.
To forecast the indices we used the current Zillow Home Value Index value for May, which we released almost three weeks ago, the April Case-Shiller home indices numbers and the national percentage for foreclosure re-sales in May.
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