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9 Value Funds Whose Performance Has Flip-Flopped

As laggard value stocks have come back into favor over the past two quarters, it has given a boost to a number of struggling mutual funds with deep-value strategies. Meanwhile, funds that land in the value Morningstar Categories but tend to hold stocks with stronger earnings-growth profiles have seen their fortunes turn for the worse.  We drilled down into Morningstars large-value category to look for funds that have had significant swings higher or lower in their category rankings. To do so, ...
J Dale Harvey Tony Thomas Alec Lucas Kevin Mcdevitt Invesco Comstock Morningstar Categories

Going Abroad: How to Find Small Cap Performance Overseas

U.S. small cap stocks are in a groove, a scenario benefiting exchange traded funds such as the That also benefits ERSX. The fund selects the most entrepreneurial, primarily Non-US Small Cap companies, that meet the thresholds embedded in its proprietary Entrepreneur Factor (EF). ERShares’ ETF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. Their geographic diversity enables them to harness global advantage...
United States Kevin Mcdevitt Ershares International Equity International Smalls Caps International Equity Entrepreneur Factor

Which Funds Had Big Swings in 10-Year Performance Rankings?

It was a turbulent year across financial markets, and a handful of mutual funds were taken for a ride in 2020 when it came to their performance rankings. In general, fund rankings--which show a funds performance compared with other funds in their Morningstar Categories--tend to not move much over the course of a year, especially for longer-term track records. However, dramatic reversals in markets, such as what investors experienced in 2020, can lead some funds with heavy portfolio tilts to see...
United States Eric Jacobson Brian Moriarty Jack Shannon Dan Culloton Kevin Mcdevitt

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