Large-cap growth led in 2023 and 2024, thanks to the two years of +25% returns for the S&P 500. The value style held in much better and showed much better relative performance in 2023, before ...

The growth style of investing continues to beat value looking at year-to-date returns, although by smaller amounts than the previous years. The Russell 2000 is getting a lot of ink lately for its ...

The Morningstar style box is a nine-square grid that provides a graphical representation of the "investment style" of stocks. It classifies securities according to market capitalization (the vertical ...

The Morningstar Style Box is a nine-square grid that provides a graphical representation of the "investment style" of stocks and mutual funds. For stocks and stock funds, it classifies securities ...