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United States Equity Strategies

The tactical message continues to resonate through equity market rally.

Ling-Wei Hew, 04/21/2014

U.S. Equity strategies have benefited from the recent equity market rally and continue to be a primary portfolio building block for many advisors. In 2013, assets in these strategies grew 89% to $34.5 billion making U.S. equity strategies the largest profile by assets when comparing ETF managed portfolios by Morningstar’s universe and asset breadth classifications.  By comparison, total assets amongst all ETF managed portfolios increased by 40% in 2013 and exchange-traded products’ assets under management grew 27%.

Click here for access to the full U.S. Equity Strategies Attribute Profile. 



Ling-Wei Hew is an analyst on the passive funds research team for Morningstar. In this role, she is responsible for researching and providing commentary on ETF managed portfolios.

Hew holds a bachelor’s degree in economics from Wellesley College. She also holds the Chartered Financial Analyst® designation. 

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