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How to Pick a Large-Value Fund

As you make your investing plans for 2021 and beyond, bolstering the value side of your portfolio is worth considering. Value stocks appear to be one of the few underpriced areas of the U.S. equity market, as Morningstars Dave Sekera and Amy Arnott have recently noted in separate articles. The extreme value-growth spread has been a noted feature of the market for a number of years, for reasons not fully understood, but believers in mean-reversion would expect that pattern to shift at some point...
United States Clare Hart Amy Arnott Invesco Comstock Morningstar Dave Sekera Gerard Oreilly

Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?

Its been difficult for actively managed U.S. and international-equity funds to beat their benchmarks. According to Morningstars Active/Passive Barometer, only 48% of active U.S. stock funds survived and outperformed their average passive peer over the 12-month period ended June 2019, and only 23% of all active funds beat their passive benchmark over a 10-year period. As Morningstar director of global ETF research Ben Johnson notes in the report, foreign-stock and bond funds tend to have highe...
Morgan Stanley Jack Shannon Ben Johnson Adam Sabban Dennis Lynch Katie Rushkewicz Reichart

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