Morningstar Style Box™ Methodology
By providing an easy-to-understand visual representation of fund characteristics, the Morningstar Style Box allows informed comparisons and portfolio construction based on actual holdings.
Introduction
The Morningstar Style Box™ was introduced in 1992 to help investors and advisors determine the investment style of a fund. Different investment styles often have different levels of risk and lead to differences in returns. Therefore, it is crucial that investors understand style and have a tool to measure their style exposure. The Morningstar Style Box provides an intuitive visual representation of style that helps investors build better portfolios and monitor them more precisely.
For more information, please see the Morningstar Style BoxTM Fact Sheet.
