May 2007

Strategy Boxes

Posted on May 23, 2007 by Andrew

The style box method of classification may have a competitor on the horizon. The style/size grid concept has been used for years by the mutual fund industry—most notably Lipper and Morningstar— to classify funds for asset allocation purposes. However, AthenaInvest … Continue reading →

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Building a Better Style Box?

Posted on May 22, 2007 by Andrew

For years, the Morningstar style box classification system has been the standard for evaluating mutual funds’ investing strategies. This nine-box grid classifies funds according to capitalization (small, mid, or large) and investment style (value, blend, or growth). Investment professionals worldwide … Continue reading →

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