Morningstar Equity Style Box Heatmap

23 เม.ย. 2022

Style boxes are a classification scheme created by Morningstar. They visually provide a graphical representation of investing categories for equity investments. A style box is a valuable tool for investors to use when determining asset allocation.

There are 9 categories:
Large Value, Large Blend, Large Growth
Medium Value, Medium Blend, Medium Growth
Small Value, Small Blend, Small Growth

The strength of the 9 categories are found by using 9 Vanguard ETF's that follow the respective CRSP index of their category.

27 เม.ย. 2022

เอกสารเผยแพร่

Ability to choose the position of the box