I wish Morningstar wouldn't do this but it is what it is. Previously, showing the Morningstar dot in the Large Core box almost touching the Large Growth box does accurately show how the Magnificent Seven, FANG, FAANG, MAMAA, FAANG + Microsoft + Tesla, whatever distorts the broad S&P 500 and Total Stock Market Indexes. It shows how the market itself leans towards Large Growth. Now rejiggering things so that the Morningstar dot shows right in the middle of the Large Core box will cause naive investors to believe that things have changed in the market. I wish Morningstar had left well enough
alone but there is nothing I can do about it.
alone but there is nothing I can do about it.
I agree with dcabler's observation above.by dcabler » Tue Sep 24, 2024 5:36 pm
This is nowhere near the first time they've done this.
I wouldn't use their definitions to determine tilts.
Cheers
Statistics: Posted by nedsaid — Tue Sep 24, 2024 8:27 pm — Replies 6 — Views 242