Sometimes Oakmark Select OAKLX maps to large value, sometimes it maps to large blend. I own the fund, but I don’t mind that it moves around a bit. I have other large-cap funds to rely on for value and ...
Persistent deviations from a mutual fund’s Morningstar Style Box category are sometimes called “style drift”—when a mid-cap fund begins holding more large cap names or a value manager makes a habit of ...
Dividend stocks are coming back in style, Morningstar says. Here's how investors can play the trend.
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I updated this article on March 8, 2025, to reflect changes that I have made to the DG Style Matrix (formerly known as the DG Style Box) since it was introduced in July, 2024. I also refreshed and ...
Despite volatility earlier in early 2025, growth stocks have outperformed value ones this year, Margaret Giles, senior editor of content development at Morningstar, wrote in a blog post last week.
See the accompanying gallery for the 10 most reasonably priced growth stocks from Morningstar's best companies to own list. Year-to-date performance is as of May 9.
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