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Morningstar Quarterly Style Monitor: Q3 2021

The Morningstar Style Monitor is designed to help investors stay on top of style trends. This quarterly publication tracks members of the Morningstar Broad Style Index family and provides insights into their performance drivers and portfolio composition.

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Morningstar Quarterly Style Monitor: Q3 2021

What's Inside

  • How relative performance dovetailed nicely with size in Q3, with large-cap stocks outperforming mid-caps, which in turn outflanked small-cap stocks
  • How large- and mid-cap growth stocks extended their decade-plus winning streak versus their value counterparts despite a weak showing during the month of September
  • How persistent sector tilts in each style index can influence their performance relative to the broad U.S. equity market

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