Exchange Currency

style box

A tool that is used to illustrate the style of a mutual fund (the way they approach their investments). The tool is used by Morningstar, and other agencies, and consists of a nine square box, looking like a tic tac toe grid. The two axes will be used to represent different strategies or factors, which may include capitalization size, methodology, maturity, or other factors. Each row or column will correspond to a different degree (such as small, medium, or large capitalization). Then, the appropriate box is shaded in which represents the levels of each factor for one particular fund. The style box is used to help investors get a quick representative idea of each fund.

Related information about style box:
  1. Style Box Definition | Investopedia
    Created by Morningstar, a style box is designed to visually represent the investment characteristics of fixed-income (bond), domestic equity (stock) and ...
     
  2. Understanding The Mutual Fund Style Box
    Sep 10, 2009 ... A style box is a graphical representation of a mutual fund's characteristics. The financial services research provider Morningstar, Inc.
     
  3. Morningstar Style Box
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  4. Fact Sheet: The New Morningstar Style Box™ Methodology
    Fact Sheet: The New Morningstar Style Box™. Methodology. Background. The Morningstar Style BoxTM was introduced in 1992 and quickly gained favor within ...
     
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    The Style Box | UK Fashion & Lifestyle Blog based in Bournemouth, Dorset.
     
  7. Style Box
    Teaching investors how the market is seperated by the morningstar style box.
     
  8. Vanguard - Vanguard - Funds by Style Box - stocks
    Vanguard balanced funds generally include both stock and bond funds. We provide a pair of 9-box grids called style boxes to display the targeted allocation for ...