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How to Use Our New Factor Tool

The Morningstar Factor Profile helps sort out investment factors.

Ben Johnson: Hi, I'm Ben Johnson, director of Global ETF Research with Morningstar.

In recent years an ever-broader swath of investors has been introduced to a new concept, the concept of investment factors, things like value, momentum, and low volatility. And too many of the uninitiated, this is effectively a new language, one which is very difficult for many to decipher. Morningstar has been working to develop the toolkit to help investors understand this new language and to put it to use when it comes to investing in funds and selecting amongst the very best of breed. Here to discuss a new tool, specifically the Morningstar Factor Profile, with me is Morningstar's Director of Quantitative Research, Tim Strauts.

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