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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.

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