Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility.

What Is Factor Investing?

What Factors Have the Strongest Performance Amid Market Volatility in 2025?

Berkshire Hathaway and Other Low-Volatility Stocks Outperformed During Market Volatility

Why Lower-Volatility Stocks Help With Capital Preservation in the Long Term

Which Factors Have Lagged the Broader Stock Market in 2025?

Nvidia and Other Quality Stocks Underperformed During Market Volatility?

How Factor Investing’s Performance in 2025 Fits Into Long-Term Trends

Why Diversification Is Key When Investing in Factors

How Often Should Factor Investors Check Their Portfolio?

How to Position a Portfolio for Future Stock Market Rotations

Key Takeaways

Read about topics from this episode.

How Market Turmoil Made Low-Volatility Stocks Great Again

You’re a Factor Investor. You Just May Not Know It Yet

Paying Attention to Investment Factors? You Should Be

Why You Shouldn’t Panic Over Daily Market Swings

Why Quality Stocks Aren’t Doing Better This Year

2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last?

Morningstar’s Guide to Diversification

13 Charts on Q1’s Dramatic Rotation in Stocks

3 Surprising Market Winners in 2025

What to watch from Morningstar.
Worried About Inflation? What to Know Before Buying TIPS ETFs

Market Volatility: The Trade Deals That Could Calm Wall Street

Berkshire Hathaway's Annual Meeting Could Reveal Its Future Plans

Retirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg

Market Volatility: Which Investments Will Protect Your Portfolio in a Recession?

Read what our team is writing:

Dan Lefkovitz

Ivanna Hampton

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Market Volatility: The Stock Strategies That Are Paying Off in 2025 12:52 Share

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Market Volatility: The Stock Strategies That Are Paying Off in 2025