Introduction to Examining a Stock Fund's Portfolio: Style Box Statistics
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The Morningstar style box gives you a snapshot of a fund's investment style. You can use it to learn how a fund invests.
What you will learn
- Sector Weightings
- Average Market Capitalization
- Price/Earnings and Price/Book Ratios
- Number of Holdings
- Turnover Rates
What do you know?
Introduction to Examining a Stock Fund's Portfolio: Style Box Statistics
The Morningstar style box can be described as the "snapshot" of a fund's investment style. It's a great place to start if you're trying to uncover how a fund invests—but don't stop there. A handful of other portfolio statistics reveal additional insights into individual funds—information about a fund's risk and return potential that style boxes don't reveal.