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 Morningstar's large-value category to look for funds that have had significant swings higher or lower in their category rankings. To do so, we compared funds' one-year return rankings as of Sept. 30, 2020, with their rankings six months la...
Source: morningstar.com