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The Market Rotation Reveals Light at the End of the Tunnel

November's U.S. election results and favorable vaccine news help reverse the fortunes of downtrodden small-cap and value stocks.

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Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Large-cap growth stocks have enjoyed remarkable returns this year. But in November, we saw some sector market rotation where smaller companies and value stocks gained a little bit of ground. Here with me today to go through all the numbers is Russ Kinnel. Russ is Morningstar's director of manager research as well as the editor of Morningstar FundInvestor.

Hi, Russ, nice to see you. Thanks for being here.

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

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