• / Free eNewsletters & Magazine
  • / My Account
Home>Research & Insights>Investment Insights>Morningstar Indexes Research Note: Growth Is in Vogue

Related Content

  1. Videos
  2. Articles
  1. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  2. Morningstar's Dividend Playbook

    DividendInvestor editor Josh Peters walks investors through his drill for uncovering sustainable and growing dividends in this special presentation.

  3. Making Money Last in Retirement

    Panel discussion: Christine Benz, advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability.

  4. 3 Pointers for Parents When Saving for College

    Don't panic, consider your options, and be careful with asset allocation when it comes to saving for college.

Morningstar Indexes Research Note: Growth Is in Vogue

Suggestion of style's limited utility proves false, as style endures as a useful tool for assessing investment risk.

Sanjay Arya, 07/07/2009

Many experts had written off style investing and questioned its relevance as a tool for assembling diversified portfolios after the disastrous market performance in 2008. Despite the claims of style investing's demise, the Morningstar Style Box and its corresponding indexes once again proved to be useful tools in evaluating the U.S. market in the first half of 2009. While the economic recovery still looks shaky, value and growth have produced vastly different returns. In fact large-cap growth stocks have beaten large-cap value by 22% year-to-date in 2009. Is the rally in growth stocks sustainable?

Travis Pascavis, Morningstar's director of equity indexes, delves further into the dynamics of growth and value cycles and highlights the importance of style diversification in portfolio construction.

Click here to download the Morningstar Indexes research note titled "Growth Is in Vogue."

Sanjay Arya is director of Morningstar Indexes.

Get mutual fund and stock information from our analyst team delivered to your e-mail inbox every Tuesday. Sign up for our free Investment Insights e-newsletter.

1

©2017 Morningstar Advisor. All right reserved.