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Morningstar Style Box™
A nine-square grid that provides a graphical representation of the investment style of stocks and funds.
Press Release
Morningstar Introduces 'Ownership Zone,' a New Perspective on Style
03 March 2003
Morningstar, Inc. Enhances Proprietary Investment Style Box Methodology
25 March 2002
Fact Sheets
Morningstar Style Box™ Fact Sheet
01 March 2004 |
49K
Methodology Papers
Morningstar Style Box™ Methodology
28 April 2008 |
284K
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