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Do Industry Tilts Matter in Factor Investing?

Investors buying funds that target factors like momentum or value should understand the impact industry tilts have had on performance, says Morningstar's Alex Bryan.

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Christine Benz: Hi, I'm Christine Benz for To what extent does the success of various factors depend on bets on specific sectors? Joining me to discuss some research on that topic is Alex Bryan. He is director of passive strategies research for Morningstar in North America.

Alex, thank you so much for being here.

Alex Bryan has a position in the following securities mentioned above: USMV, MTUM, VLUE. Find out about Morningstar’s editorial policies.