Dividend and value-focused funds are topping the performance charts so far in the first quarter of 2026, according to data compiled by FSA.
US equities have been on a tear over the past few years, with the S&P 500 index delivering three consecutive years of double-digit returns, up 26.3% in 2023, 25% in 2024 and 17.9% in 2025.
After a strong run in performance, investor anxiety began to build abou...
**Steelman:** The narrative presents a compelling case for the resilience of dividend and value strategies in volatile markets. The data is clear: after years of growth-driven outperformance, a geopolitical shock triggered a rotation into defensive, income-oriented assets. The article rightly highlights the role of oil price surges in boosting dividend funds with energy exposure, and it acknowledges the diversity of top performers—both passive and active. This is a well-supported observation of ...