New frontiers in factor investing

Momentum, volatility, quality and more – Morningstar’s new Factor Profile shows you the exposure of your funds to key drivers of risk and return

Andrew Willis 27 January, 2020 | 1:59AM

 

 

Andrew Willis: A factor is a common set of characteristics, like low valuations or market capitalization, that can help explain and predict asset risks and returns. Factor investing is a method of choosing securities based on the factors that could generate the highest possible return.

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Andrew Willis

Andrew Willis  Andrew Willis is a content editor for Morningstar.ca.