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Market Update

Can Value Persist in 2017?

Value stocks trounced their growth counterparts in 2016, but they may not be able to maintain their edge this year.

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Value stocks had their moment in 2016, outperforming growth stocks by a wide margin, with the S&P 500 Value index up 14.3% compared to the S&P 500 Growth index's 5% return. Value-focused fund categories all boasted double-digit returns last year, with Morningstar's Small Value category notching a near-26% gain.

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