Our Very Attractive Stocks Index, aka the Bloomberg New Constructs Ratings VA-1 Index (you can look it up under this ticker: BNCVA1T:IND), has outperformed the S&P 500 by 68% over the last 5 years. In the first half of 2025, it also outperformed rising 7.3% compared to the S&P 500 rising 6.8%.
This outperformance highlights how our superior Stock Ratings produce novel alpha. We use those same Stock Ratings to determine our ETF and mutual fund ratings. After all, a fund is only as good as the stocks it holds.