![]() If you've been using discrete funds for your growth and value exposures, for instance, you may find that your once-balanced style portfolio is still woefully out of whack: Specifically, it may be light on value given growth's extended run. ![]() But one could certainly argue that value stocks theoretically have more room to run, given their still-striking underperformance of growth stocks for the trailing one-, three-, and five-year periods.ĭespite the recent runup, there may be good reason for some investors to explore value-oriented mutual funds and exchange-traded funds today. Whether this resurgence will persist is anyone's guess. For a change, value stocks are in the driver's seat this year: As of this writing, the Morningstar US Value Index has outrun the Morningstar US Growth Index by 5 full percentage points for the year to date.
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