How the Morningstar Factor Profile Shows Potential Risk and Return

The Morningstar Factor Profile leverages seven equity investment factors to serve as key indicators of a fund’s potential risk and return. In this paper, we show how the tool helps evaluate a fund’s exposure to stocks with factors like high momentum, volatility, or expected growth.

In this report, you will learn:
  • Details about the calculation of each factor exposure
  • Specific examples of how the Factor Profile takes shape in various strategies
  • Our analysis of how factors’ scores can stack up against one another
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