Morningstar style box for VTI (as an example) was concentrated in large growth (35%+), and has been adjusted to approx half growth half value.
Moving the goal posts to accommodate Mag7, seems a little suspect.
I’m guessing there are some folks with a value tilt trying to achieve a 50/50 split who will be thrown off by this.
https://www.morningstar.com/whats-new/u ... ethodology
Nick
Moving the goal posts to accommodate Mag7, seems a little suspect.
I’m guessing there are some folks with a value tilt trying to achieve a 50/50 split who will be thrown off by this.
https://www.morningstar.com/whats-new/u ... ethodology
Nick
Statistics: Posted by NickL — Tue Sep 24, 2024 6:59 pm — Replies 0 — Views 33