Value funds outperform

Mar. 04, 2016 2:41 PM ETIWF, IWD, SPYV, VTV, PWV, IVE, ILCV, GVT, RPV, FTA, EZY, MGV, IWX, SCHV, VOOV, VONV, SPVM, FNDX, IELG, SYV, DEEP, DHVW, USLBBy: Stephen Alpher, SA News Editor2 Comments
  • It's no secret that value investing has lagged growth investing since the post-financial crisis bull market began, and it's all too predictable that investors would give up on the sector at just the wrong time. Indeed, the team at Morningstar discovered the flow of funds in value funds turned negative toward the end of 2015. Since, the iShares Russell 100 Value ETF (NYSEARCA:IWD) has outperformed the iShares Russell 1000 Growth ETF (NYSEARCA:IWF).
  • To review, there's plenty of academic research finding value stocks outperform growth over the long term - with the emphasis on long term. Morningstar: "Value exists because there are suckers on the other side of the poker table willing to take the flipside of the value bet."
  • ETFs: IVE, VTV, IWD, RPV, SPYV, SCHV, VOOV, PWV, MGV, FTA, EZY, VONV, DVP, FNDX, IWX, IELG, JKF, PXLV, GVT, DHVW, SYV, USLB

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