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Commentary

Value Investing: A Deep Dive Into Performance

In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.

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This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud.

September brought relief to long-suffering value fund managers and their investors, as returns on funds that were targeting winners among cheap stocks and turnaround stories outperformed growth-company funds by a wide margin.

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