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Morningstar Quarterly Style Monitor: Q4 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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What's Inside

  • How the December 2021 reconstitution had a more pronounced impact on the composition of the small- and mid-cap indexes than it did on the large-cap indexes.
  • New insights due to the recent launch of a Global Style family, based on our standard large- and mid-cap Target Market Exposure index suite, to accompany the U.S. Broad Styles family.
  • How stocks' movement across the value-growth spectrum accounted for many of the changes to the value and growth indexes across the market-cap ladder and across regions during the reconstitution.

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