Morningstar style box

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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.

Morningstar style box

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. Small Cap Extended. Large Cap Broad Growth. Large Cap Broad Value. Large-Mid Broad Growth. Large-Mid Broad Value. Mid Cap Broad Growth. Mid Cap Broad Value. Small-Mid Broad Growth. Small-Mid Broad Value.

Equity Style Box: What it Means, How it Works An equity style box morningstar style box a graphic representation of an investment's defining factors, designed by financial services researcher Morningstar, Inc. Rowe Price Mid-Cap Value. Mid Cap Broad Growth.

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 value factors the horizontal axis. The vertical axis of the style box defines three size categories, or capitalization bands: small, mid, and large. The horizontal axis defines three style categories. Two of these categories——value and growth——are common to both stocks and funds. For stocks, however, the central column of the style box represents the core style those stocks for which neither value nor growth characteristics dominate ; for funds, it represents the blend style a mixture of growth and value stocks or mostly core 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.

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Blend funds invest in both growth and value stocks. Table of Contents. Mutual Funds: Different Types and How They Are Priced A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. Although they look alike, they use different specifications for determining market caps and valuations. Drift can occur because a company the fund owns moves from one category to another for example, a small-cap company may grow to become a mid-cap company. Small Cap Broad Growth Extended. For stocks, however, the central column of the style box represents the core style those stocks for which neither value nor growth characteristics dominate ; for funds, it represents the blend style a mixture of growth and value stocks or mostly core stocks. A fixed-income style box is made up of nine squares with the vertical and horizontal axis used for defining investment characteristics. International Equity Style Box The international equity style box is a visual representation of the risk-return structures of foreign stocks and foreign funds. Investopedia does not include all offers available in the marketplace. The domestic equity style box is designed to assist in the evaluation of securities and is the best-known and most popular type of this tool.

Think inside the box. Methodology targets broad segments consistently over time, facilitating better benchmarking of active strategies.

The Bottom Line. Morningstar brands and products. Fidelity Contrafund. Investing Guide to Mutual Funds. Stay on top of style trends with the Morningstar Quarterly Style Monitor. For example, an investor looking for a relatively safe stock fund as a more conservative investment for the equity portion of their portfolio could seek something in the large-cap value box, since large-cap earnings are generally stable and value funds are good for long-term holdings. Related Terms. On the vertical axis, there are three categories that represent market capitalization: small, mid, and large caps. The vertical axis is divided into three categories, which are based on market cap. In addition to developing proprietary style boxes, research providers and securities analysts have gone beyond the use of this tool to evaluate mutual funds and individual securities, adopting it to evaluate and categorize money managers. Please review our updated Terms of Service. The very same style boxes that are used to evaluate mutual funds can also be employed to evaluate individual stocks and bonds; after all, the boxes are already used to evaluate each underlying security in a given fund before the data is averaged to provide a fund-level rating.