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Image by David Jones

Equity Categories

01

Sector-Based Equities

Includes equities categorized by industries such as technology, healthcare, financials, energy, etc

02

Market Capitalization

Divides equities into large-cap, mid-cap, and small-cap stocks to represent company sizes and investment styles.

03

Geographic Regions

Focuses on equities by regions or countries (e.g., North America, Europe, Emerging Markets, Asia-Pacific).

04

Equity Styles

Categorizes equities by investment style, such as growth, value, and dividend-focused stocks.

01

Sector-Based Equities

Includes equities categorized by industries such as technology, healthcare, financials, energy, etc

Image by Chad Stembridge
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