A visual representation, created by investment research firm Morningstar, Inc., of the full spectrum of bonds and bond mutual fund types available on the market. Nine squares placed in a box pattern with a horizontal axis (short, intermediate, and long-term maturity categories) and vertical (high, medium, and low credit quality) represent the various bonds offered with different risk-return ratios. This diagram allows a fixed-income investor to quickly ascertain which bonds and funds will best fit their specific portfolio goals.
Related information about fixed-income style box:
- Fixed-Income Style Box Definition | Investopedia
Created by Morningstar, a fixed-income style box is designed to visually represent the investment characteristics of bonds and bond mutual funds. This is a ...
- Morningstar Fixed-Income Style BoxTM Methodology
Apr 30, 2012 ... Morningstar Fixed-Income Style Box Methodology | April 30, 2012 ... The model for the fixed-income style box is based on the two pillars of ...
- Fixed-Income Style Box
Fixed-Income Style Box - Definition for Fixed-Income Style Box from Morningstar - See Morningstar Style Box.
- Morningstar's Fixed-Income Style Box
The fixed-income style box is a nine-square box that gives you a visual snapshot of a fund's credit quality and duration. The style box allows investors to quickly ...
- Fixed Income Style Box Definitions and Disclosure Information
Fixed Income. Bond quality: Bond funds are assigned a style box placement of “ low”, “medium”, or “high” based on their average credit quality. Funds with a low ...
- What is fixed-income style box? definition and meaning
Definition of fixed-income style box: A visual representation, created by investment research firm Morningstar, Inc., of the full spectrum of bonds and bond mutual ...
- Inflation–Protected Bond Fund - Wells Fargo Advantage Funds
Placement within the Morningstar Fixed-Income Style Box™ is based on two variables: the vertical axis shows the credit quality of the long bonds owned and the ...
- Victory Balanced Fund - Victory Capital Management Inc.
A fixed-income style box is made up of nine squares, with the investment features of bonds/ bond mutual funds presented along its vertical and horizontal axes.