Morningstar Style Box “Refresh” — Oblivious Investor
Morningstar’s 3×3 “style box” for stock mutual funds has always been a useful tool for showing what portion of the fund is allocated to each category of stocks (e.g., large-cap growth, small-cap value, etc.). When the style box was originally created, the allocation of the overall stock market was by definition one-third growth, one-third blend,…