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Morningstar Factor Profile User Guide

The Morningstar Factor Profile measures seven equity investment factors that we believe are important drivers of risk and return. This user guide will walk through several examples to give you an idea how to best use the Factor Profile in your own investment analysis.

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About the Author

Timothy Strauts

Head of Manager Research, North America
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Timothy Strauts is head of manager research, North America, for Morningstar.

Prior to assuming his current role in 2022, he was director of quantitative research, funds; a manager on Morningstar’s markets research team; and a senior manager research analyst covering fixed income, financial sector products, and alternatives. Before joining Morningstar in 2010, he was a financial advisor for Smith Barney.

Strauts holds a bachelor’s degree in economics from the University of Illinois at Urbana-Champaign and a master’s degree in business administration from the University of Chicago Booth School of Business.

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