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ETF Specialist

There's More to Value Investing Than Low Prices

Don't overlook profitability.

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A version of this article previously appeared in the June 2020 issue of Morningstar ETFInvestor. Click here to download a complementary copy.

Value investors have been challenged over the past decade, with many value strategies lagging a broad market index. The average fund in the large-value Morningstar Category underperformed the Russell 1000 Index by 4.3 percentage points annually over the trailing 10 years through May 2020.

Daniel Sotiroff does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.