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Should CVS Split Up? Plus, the Case for Small-Caps.

Barron's Streetwise

CHAPTER

Understanding Index Investment Costs

This chapter highlights the necessity of assessing investment indexes beyond expense ratios, focusing on how trading and rebalancing decisions affect returns. Using Tesla's inclusion in the S&P 500 as a case study, it underscores the importance of a comprehensive understanding of index valuation and associated investing costs.

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