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Apr 05 2024

Growth vs Value vs Cyclicals

  • Apr 5, 2024

Mega Cap Growth’s excellent start to the year hit a snag in March: The Royal Blue Growth Tier was the only style box in the red. Outside of Small Caps, Growth and Value flavors returned similar results in Q1 (+8% to +10%).

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager