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Summary of Examining a Stock Fund's Portfolio: The Morningstar Style Box

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Summary of Examining a Stock Fund's Portfolio: The Morningstar Style Box

Because the style box shows you how a fund actually invests, you can use it to get an idea of what sort of risks the fund harbors today. A fund that owns smaller, more expensive stocks is bound to be more volatile than one holding large, cheap names. And the style box allows you to quickly see where a fund's portfolio lands.

What you have learned

  1. The Morningstar Style Box Defined
  2. Putting the Morningstar Style Box to Work

Find out what you have learned