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SMALL VALUE News & Analysis

Is value investing back for good?
Stocks
Is value investing back for good?
September brought relief to long-suffering value fund managers and their investors. But is that comeback here to stay?
Susan Dziubinski | 26 March 2021
Will the post-election small-value rally last?
Stocks
Will the post-election small-value rally last?
We’ve seen a post-election small-value rally before. But this one could really end differently, writes Morningstar's Dan Lefkovitz.
Dan Lefkovitz | 20 November 2020
The S&P 500 grows ever more concentrated
Markets
The S&P 500 grows ever more concentrated
Small-value stocks appear to be the soundest bet among US equities over the next three to five years, writes John Rekenthaler.
John Rekenthaler | 22 July 2020
Same old story: growth beats value
Video
Same old story: growth beats value
Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds. 
Russel Kinnel | 06 July 2020