Building a Better Style Box

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Author: Amanda B. Kish, CFA
Publication: The Motley Fool
Publication Date: May 22, 2007
Intro: 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 use such style boxes to build and maintain portfolios. Now, one company hopes to break style boxes' current industry monopoly with a new way to gauge mutual funds.