Summary of Examining a Stock Fund's Portfolio: Style Box Statistics
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Summary of Examining a Stock Fund's Portfolio: Style Box Statistics
The style box has more to it than meets the eye. Study these related factors to get the truest view of your funds. You may be surprised at what's behind their snapshots.
What you have learned
- Sector Weightings
- Average Market Capitalization
- Price/Earnings and Price/Book Ratios
- Number of Holdings
- Turnover Rates