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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.

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