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Rekenthaler Report

Using Morningstar's New Factor Profiles

Another tool for understanding stock funds.

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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:

  1. Style (Growth versus Value)
  2. Yield
  3. Momentum
  4. Quality
  5. Volatility
  6. Liquidity
  7. Size

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