All the remaining stocks in the S&P 500 that aren't Mag 7 (FYI, the number won't be exactly 493). Petty reasonable MER of 35 bps.
Stock price when the opinion was issued
As of Sep 23, 2026. Market Open.
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Baskin Wealth Management
Stockchase Premium
Virtus Investment Partners
Hightower
Cerity Partners
All the remaining stocks in the S&P 500 that aren't Mag 7 (FYI, the number won't be exactly 493). Petty reasonable MER of 35 bps.