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Fund Spy

Fund Ideas for the New Decade

Value funds plus big upgrades are worth a look.

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The article was published in the January 2020 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.

These are tough times to be a value manager. Growth stocks dramatically outperformed value for the third year in a row in 2019 and the fourth time in five years. If you look at it by decade, the '90s heavily favored growth, the '00s heavily favored value, and the last decade skewed toward growth.

Russel Kinnel has a position in the following securities mentioned above: DODFX, ARTGX, DODLX, WAAEX. Find out about Morningstar’s editorial policies.