Does It Pay to Diversify by Style?
Different styles all have high correlations with the overall market, but that doesn’t translate into identical returns.
Source: morningstar.com
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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 floppin...
Source: etftrends.com
Large-Growth Funds That Flip-Flopped in the Value Rally
Valuation-conscious growth approaches have seen their fortunes turn for the better this year.
Source: morningstar.com