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Pinnacle_Investor
23 de Abr. de 2022 17:04

Morningstar Equity Style Box Heatmap 

SPDR S&P 500 ETF TRUSTArca

Descripción

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.

Notas de prensa

Ability to choose the position of the box
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