A desire to help investors choose funds based on what they really own – instead of on what funds call themselves, how they classify themselves, or how they’ve performed recently – was precisely what inspired Morningstar to develop its Investment Style Box in the early 1990s.
The Style Box provides a quick visual summary of a given fund’s portfolio, showing you, using a nine-box investment-style grid, where most of your fund’s portfolio is invested.
While you don’t need to own a fund from every square of the Style Box, the tool can provide guidance on portfolio composition. If all of your funds are huddled in a single corner of the Style Box, that’s a tip-off that you’ll probably want to spread your money around more by selecting investments that fall into different Style Boxes.
Jemma Everyday Wisdom: It’s important to know your goals, your needs, and your tolerance for risk. Once you have a good understanding of these factors, Morningstar’s Style Box can help you determine how the fund is invested.
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IMPORTANT NOTICE
You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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