STYLE EXPOSURE News & Analysis

By providing an easy-to-understand visual representation of fund characteristics, the Morningstar Style Box allows informed comparisons and...

September brought relief to long-suffering value fund managers and their investors. But is that comeback here to stay?

The surge that confounded the experts.

Investors should consider style-exposures--such as value, defensive or yield-- they would like in their portfolios, explains Jonathan Shead, head of...