• / 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. Experts Answer Your Retirement Questions

    Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.

  2. Managing the Risk of Outliving Your Assets

    Morningstar retirement expert David Blanchett covers the pros and cons associated with the key longevity insurance products.

  3. Can 401(k)s Get the Job Done?

    Roundtable Report: Christine Benz, John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.

  4. Give Your Portfolio a Checkup

    Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.

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
blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.