Need Growth/Value Flexibility? Go with Active ETFs : vimarsa

Need Growth/Value Flexibility? Go with Active ETFs


June 3, 2021
Growth and value are perhaps the most obvious rivals in the factor universe. The two are the most paired in factor conversations, so it stands to reason that if one is performing well, market participants are likely to take unfavorable views of the other.
However, not all growth funds are cut of the same cloth, meaning investors holding those products this year are encountering varying outcomes this year as growth stocks trail value rivals.
As Morningstar analyst Benjamin Slupecki notes, diverging fortunes of value and growth stocks in 2021 is creating some flipping and flopping among actively managed strategies addressing these factors.

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