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Commentary

Large-Growth Funds That Flip-Flopped in the Value Rally

Valuation-conscious growth approaches have seen their fortunes turn for the better this year.

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As the stock market pendulum has swung away from growth stocks to value names, a number of mutual funds sporting portfolios that were loaded up with big-company stocks with the highest earnings growth potential have gone from “first to worst” since October.

At the same time, large-growth strategies with more valuation-conscious approaches have seen their fortunes turn significantly for the better.

Benjamin Slupecki does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.