Investment Style Box

Two of the three style categories are value and. What is a style box.

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Investment style box. Style boxes are a mutual fund classification scheme created by the financial analytics firm morningstar inc. The morningstar style box is a mutual fund investment style and performance classification system. The box grid or 3 by 3 table looks like a tic tac toe game.

By noting its placement in the style box an investor can determine the investment style of the particular investment. There are two style boxes one is used for equities which are stocks and mutual funds while the other is used for fixed income investments or bonds. The equity style box is a nine square grid that classifies securities by size along the vertical axis and by value and growth characteristics along the horizontal axis.

A style box is a graphical representation of a mutual fund s characteristics. Small mid and large. The financial services research provider morningstar inc.

For fixed income the horizontal axis shows limited to extensive interest rate sensitivity and the vertical axis shows low to high credit quality. The morningstar style boxes with market capitalization in the vertical dimension and investment style a combination of price earnings ratio and price book equity ratio in. The morningstar style boxtmremains a nine square grid three stock investment styles for each of three size categories.

Morningstar inc a mutual fund research company that provides data and research services to investors developed the style box to make it easier to understand a mutual fund s investment objectives and strategy. A proprietary morningstar data point the morningstar style box is a nine square grid that provides a graphical representation of the investment style of stocks and mutual funds. The equity style box shows value to growth investment styles on the horizontal axis and small to large market caps on the vertical axis.

In investing a style box is a graphic representation of the investing style of a stock or mutual fund or a fixed income investment such as a bond. Our technical macro investment style box update shows where the various asset classes stand in the market relative to each other. The mutual fund style box categorizes funds on the basis of market capitalization and investment style.

This clearly remains an equity dominant market with the market s core block of assets ranking at the 90th percentile versus all other asset choices. Which are designed to visually represent the investment.

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