Morningstar style box

The Morningstar Style Box TM is a nine-square grid that provides a graphical representation of the "investment style" of stocks and mutual funds. For stocks and stock funds, it classifies securities according to market capitalization the vertical axis and growth and morningstar style box factors the horizontal axis. The vertical axis of the style box defines three size categories, morningstar style box, or capitalization bands: small, mid, and large.

The Equity Style Box categorizes stocks and stock funds. On the vertical axis, there are three categories that represent market capitalization: small, mid, and large caps. On the horizontal axis, there are value, blend, and growth categories. Its vertical axis measures credit quality low, medium, or high , and its horizontal axis measures interest-rate sensitivity limited, moderate, or extensive. Fixed-income securities and fixed-income funds can be evaluated by this style box. By providing an easy-to-understand visual representation of stock and bond characteristics, the Morningstar Style Box allows for informed comparisons and portfolio construction based on actual holdings as opposed to assumptions based on a fund's name or how it is marketed. The Morningstar Style Box also forms the basis for Morningstar's style-based fund categories and market indexes.

Morningstar style box

This is the third in a series on Investment Fundamentals. It builds on concepts from the first two articles: market capitalization and growth and value investing styles. The Mutual Fund Style Box categorizes funds on the basis of market capitalization and investment style. Morningstar, Inc. In general, the colors reflect the relative risk and volatility of the funds in each category. Risk and volatility tend to increase as you move from left to right and from top to bottom. The vertical axis reflects market capitalization. The horizontal axis categorizes the fund by investment style — whether it implements a value, growth or blend strategy. Blend funds invest in both growth and value stocks. Most domestic stock mutual funds can be placed in one of these nine boxes. In general, a value-oriented fund contains mostly stocks the manager thinks are currently undervalued in price. A blend fund holds a mix of growth and value stocks. Have questions about whether your asset allocation accurately reflects your risk-return profile?

Blend Fund A blend fund is a type of equity mutual fund that includes a mix of value and growth stocks.

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Morningstar style box

The Equity Style Box categorizes stocks and stock funds. On the vertical axis, there are three categories that represent market capitalization: small, mid, and large caps. On the horizontal axis, there are value, blend, and growth categories. Its vertical axis measures credit quality low, medium, or high , and its horizontal axis measures interest-rate sensitivity limited, moderate, or extensive. Fixed-income securities and fixed-income funds can be evaluated by this style box. By providing an easy-to-understand visual representation of stock and bond characteristics, the Morningstar Style Box allows for informed comparisons and portfolio construction based on actual holdings as opposed to assumptions based on a fund's name or how it is marketed. The Morningstar Style Box also forms the basis for Morningstar's style-based fund categories and market indexes. Morningstar brands and products. Investing Ideas. At a Glance.

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Use profiles to select personalised advertising. List of Partners vendors. Create profiles to personalise content. This compensation may impact how and where listings appear. Passive Investing. Use limited data to select content. Market Growth. While Morningstar is the primary source for style box analysis, technology across the industry can produce various style box representations. The Mutual Fund Style Box categorizes funds on the basis of market capitalization and investment style. Article Sources. A natural complement for informing style-related investment decisions, resulting in a consistent frame of reference and holistic measurement of style. Blend funds invest in both growth and value stocks.

Think inside the box. Methodology targets broad segments consistently over time, facilitating better benchmarking of active strategies. A natural complement for informing style-related investment decisions, resulting in a consistent frame of reference and holistic measurement of style.

Some other strategies are not committed to consistent growth, value, or blend approaches. Mid Cap Broad Growth. A blend fund holds a mix of growth and value stocks. The Morningstar Style Box TM is a nine-square grid that provides a graphical representation of the "investment style" of stocks and mutual funds. How to Use a Style Box. Intelligent benchmarking. Morningstar determines the investment style of each individual stock in its database. Its vertical axis measures credit quality low, medium, or high , and its horizontal axis measures interest-rate sensitivity limited, moderate, or extensive. Trending Videos. Related Terms.