Factor Investing Explained: Momentum, Size & Low Volatility #MutualFunds

Ready to take a deep dive into how to structure investment portfolios?

In this episode of Moneywise, we decode 3 key factors in investing: Momentum, Size, and Low Volatility. We understand these using real-life examples that you’ll actually relate to.

But how do these factors actually work in real markets?

In this deep dive, we explain:
- Factor investing explained in simple, practical terms
- How factor investing strategies are structured using momentum, size, and volatility
- What momentum factor investing looks like and why trends may persist at times
- How factor size investing differs from large-cap investing
- How multiple factors are used in investment frameworks
- How to learn factor investing without trying to time the market

This episode will help you understand factor investing as a framework, whether you’re exploring strategies, comparing funds, or strengthening your investing basics.

This content is for educational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities or adopt any investment strategy.