High-beta funds as well as funds with a small-company bent have been on a tear in 2013, which means right now could be a good time to adjust your allocations elsewhere.
Impressive marketing claims and back-tests are no substitute for economic intuition.
While it runs counter to the principles of market efficiency, momentum can offer a powerful way to improve diversification and enhance expected returns.
There’s more, and less, than meets the eye in momentum’s longterm track record.
Some funds had dramatic comebacks, while others remained cellar-dwellers, writes Morningstar's Russ Kinnel.
These funds are largely in recovery mode.
How to play a potential rebound in momentum stocks.
Following momentum's 2010 comeback, is there a role for the tactic in your portfolio?
There's more, and less, than meets the eye in momentum's long-term track record.