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The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc.,[1] the Style Box was launched in 1992.[2]
The vertical axis of the Style Box represents an investment's size category: small, mid and large.[3] The horizontal axis depicts fund investment style categories such as "value" and "growth," which are common to stocks and funds. The "blend" definition in the central column differs for stocks and funds. “For stocks, the central column of the Style Box will represent the core style (those for which neither value or growth characteristics dominate); for funds, it will represent the blend style (a mixture of growth and value stocks or mostly core stocks).”[4]
Example of the box in use
Value
Blend
Growth
Large-cap
17
17
17
Mid-cap
10
10
10
Small-cap
6
6
6
The box above represents an asset allocation which is biased towards larger-caps, while being balanced across the columns.
^Goodman, Beverly; Norton, Leslie (April 22, 2017). "Morningstar's New Funds Gambit: Opportunity and Controversy". Barrons.com. Retrieved 2021-01-25.
^Friedman, Josh (2002-03-26). "Morningstar to Change Ratings System". Los Angeles Times. Retrieved 2021-01-25.
^Baldridge, Rebecca (January 9, 2020). "Understanding the Mutual Fund Style Box". Investopedia. Retrieved 2021-01-25.
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