'SIZE' Matters When Turning the Market-Cap Equation Upside Down

The video tutorial discusses a financial index known by its ticker size, which reverses the traditional market cap equation by giving smaller companies a heavier index weight. The index includes around 650 US-based companies, with a focus on tech, industrials, financials, and consumer discretionary sectors. Despite trailing the S&P 500 by 10 percentage points since its 2013 launch, the fund has attracted $450 million in assets and maintains a low expense ratio. It receives a favorable rating from Bloomberg Intelligence for its alternative weighting approach.

What is the significance of the index weight allocation in the discussed fund?

What types of companies are represented in the fund's holdings?

What is the expense ratio of the fund mentioned in the text?

How does the fund's performance compare to the S&P 500 since its launch?

What does the Bloomberg Intelligence traffic light system indicate about the fund?