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.
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.