The “Morningstar Style Box” was introduced by the Chicago-based research firm in 1992 to help investors and advisers determine the investment style of a fund. Now ubiquitous, the nine-square grid ...

Michael Logan is an experienced writer, producer, and editorial leader. As a journalist, he has extensively covered business and tech news in the U.S. and Asia. He has produced multimedia content that ...

In October, we introduced the Morningstar Style Box for alternative funds, a new framework for analyzing alternative mutual funds. The October Fund Spy outlined why we think investors need a ...

The Morningstar Style Box recently got an upgrade that could affect where your funds land in it. Last fall, Morningstar updated its style box methodology to improve the quality and timeliness of data ...

The vertical black-bordered boxes show style-box returns for full years 2023 and 2024. The horizontal black-bordered box shows how badly SMID (small and mid-cap value) has performed over the last ...