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Morningstar Equity Style Box Heatmap

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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.
Nota Keluaran
Ability to choose the position of the box

Penafian

Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.