Style Boxes

Style Boxes

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Style Boxes

Style Boxes definition:  Style boxes are a way of categorizing investments, made popular by Morningstar®.  The style box methodology has largely influenced mutual fund managers to avoid straying from their chosen style or face criticism from investors.  Equity securities are categorized by market capitalization (small, medium, and large) and by growth, blend or value styles.  Fixed income securities are categorized by duration (short, intermediate, and long) and credit quality (high, medium, and low).

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