The results from our SPIVA U.S. Year-End 2024 Scorecard demonstrate another challenging year for active managers, with 65% of U.S. large-cap funds underperforming the S&P 500. Small-cap managers fared ...
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 ...
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