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  • Writer's pictureMainstreet RIA LLC

Equity Stylebox- How many options do your participants have to choose from?


According to J.P. Morgan Asset Management, in 2022, Large Cap Growth finished the year -29.1% while Large Cap Value finished at -7.5%. Historically, as rates rise, growth positions take more of a hit than value positions.


We feel it is important to give your particpants the options to choose from whether they pick their own funds, or they are working with a professional.


For a comprehensive fund lineup analysis, please email us at info@mainstreet-ria.com


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