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Morningstar Market Barometer

 


 

Market Barometer Technical Resource
©2004 Morningstar, Inc. All Rights Reserved.

The Morningstar Style Box™ was introduced in 1992 to help investors and advisors determine the investment style of a fund. The equity Style Box is a nine-square grid that classifies securities by size along the vertical axis and by value and growth characteristics along the horizontal axis. 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.
 

© 2006 Morningstar, Inc. All Rights Reserved.