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How Have the Highest-Flying Stock Funds Done Lately? Not Great

Funds that gained more than 100% in 2020 fell about 3% on average last year, with most badly lagging the market. This fits the historical pattern. ....

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Stock Rotation Deflated These Momentum-Heavy Funds

Stock Rotation Deflated These Momentum-Heavy Funds
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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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How to Pick a Large-Value Fund

As you make your investing plans for 2021 and beyond, bolstering the value side of your portfolio is worth considering. Value stocks appear to be one of the few underpriced areas of the U.S. equity market, as Morningstar s Dave Sekera and Amy Arnott have recently noted in separate articles. The extreme value-growth spread has been a noted feature of the market for a number of years, for reasons not fully understood, but believers in mean-reversion would expect that pattern to shift at some point, perhaps in an extreme fashion. GMO s Ben Inker, for instance, argued in a recent letter to investors that no matter where you look, no matter how you slice it, value looks cheap, while DFA s Gerard O Reilly made a similar case for value on a recent episode of Morningstar s ....

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Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?

It s been difficult for actively managed U.S. and international-equity funds to beat their benchmarks. According to Morningstar s Active/Passive Barometer, only 48% of active U.S. stock funds survived and outperformed their average passive peer over the 12-month period ended June 2019, and only 23% of all active funds beat their passive benchmark over a 10-year period. As Morningstar director of global ETF research Ben Johnson notes in the report, foreign-stock and bond funds tend to have higher long-term success rates, while U.S. large-cap funds report the lowest success rates.
To identify funds that not only beat their benchmark but hit it out of the park, we looked for U.S. and international-equity funds that outperformed their benchmarks over the five- and 10-year periods ended in December 2020. Funds had to have a 10-year history and current assets under management of at least $100 million. ....

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