ETF Spotlight: Tilting the Right Way

The Latest News:

  • Value stocks have been outperforming growth stocks.
  • “In the past two months there was an overwhelming preference for value over growth—it’s pretty dramatic to see a split like that,” David Santschi, chief executive of TrimTabs Investment Research Inc., said in a Wall Street Journal article.
  • Market observers now argue that the rotation into value could stay.
  • “Growth and value leadership tends to be cyclical in nature,” David Koenig, a strategist at Russell Investments, said in the WSJ article. The market has clearly “moved in 2014 into value leadership.”
  • The Russell 2000 has retraced nearly all of its losses after a 9.3 decline through May 15 and touched an intra-day high July 1, Bloomberg reports.

FlexShares Morningstar U.S. Market Factor Tilt Index Fund

For past stories in this series, visit our ETF Spotlight category.