The Morningstar Style Box - Stock Funds

Morningstar Style Box


The vertical axis of the Style Box defines three size categories, or capitalization bands-small, mid-size, and large. The horizontal axis defines three style categories. Two of these categories, "value" and "growth," are common to both stocks and funds. However, for stocks, the central column of the style box represents the core style (those stocks for which neither value or growth characteristics dominate); for funds, it represents the blend style (a mixture of growth and value stocks or mostly core stocks).

Comment: Example Dodge & Cox International Stock Fund (DODFX)

No comments:

Post a Comment

Any anonymous comments with links will be rejected. Please do not comment off-topic