• / 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. Managing the Risk of Outliving Your Assets

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

  2. 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.

  3. Reform Brings Student Loan Relief, But Debt Still Weighs

    Student-lending rates this fall will be lower than they were previously, thanks to a deal recently struck on Capitol Hill, but millions remain in default.

  4. Ready Your Portfolio for Retirement

    Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, 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.