
Summary of Examining a Stock Fund's Portfolio: The Morningstar Style Box
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
- The Morningstar Style Box Defined
- Putting the Morningstar Style Box to Work