Using Morningstar's New Factor Profiles
Another tool for understanding stock funds.
The Power of Pictures
Tuesday’s column introduced Morningstar’s Factor data. Morningstar has calculated the returns attributable to seven stock “factors” (or characteristics, if you prefer) for its global equity database, going back to 2004. Those factors are:
John Rekenthaler does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.