The Morningstar Style Box is a graphic representation of an equity fund's exposure to two factors, market capitalisation and 'style'. Each factor is divided into three categories. For market capitalisation, the three categories are large-, mid-, or small-capitalisation; for style, the three categories are 'value', 'growth', and 'blend' (a combination of value and growth characteristics). What results is the ubiquitous 9-square grid that Morningstar has used since 1992 to help investors determine the broad investment style of funds. In this article we will explain the rationale for identifying a fund's style exposure, the long-term performance of the style categories, as well as take a look at style indices and the ETFs that track their performance.
An ETF Tale of Two Styles (Part 1)
Morningstar's Alan Rambaldini looks at 'growth' and 'value' equities and the ETFs that track them
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About Author
Morningstar ETF Analysts research hundreds of ETFs available to European investors. The Morningstar Rating for ETFs is based on a risk-adjusted performance measure
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