Style Box

A way to describe the features of a mutual fund graphically. There are two types of style box. An equity style box is a box divided into nine smaller boxes. The vertical boxes represent the market capitalization (low, medium, and high) and the horizontal boxes represent the type of fund (value fund, mixed, or growth fund). A bond style box is much the same. The vertical boxes represent credit quality (low, medium, and high) and the horizontal ones represent maturity (short, medium, and long term). One may place a check mark or fill in the box that best describes a particular fund. Style boxes are used by Morningstar.

References in periodicals archive

A style box costs [pounds sterling]99 -- plus anything you keep.

Online personal stylists that don't cost fortune tested to see if they work; As new online styling websites promise to find clothes to suit your style over the internet, The Sunday People's Grace Macaskill tries them for size - and gives her verdict

The firm develops personalized financial solutions without pressure on clients to employ a style box or proprietary products.

New service offering enhances scope of trust solutions available to the firm's clientele

Similarly, a rose from Provence, for those who might not enjoy fizziness, ticks the style box with aplomb with a square edged bottle.

RAISE A GLASS

Alcatel has also added a Google Cardboard style box that houses the retail unit of the phones and also acts as an entry-level VR headset.

Alcatel announces Idol 4, Idol 4S flagships at MWC 2016

Tick a second style box by tapping into the military trend with a trench coat

KHAKI; How to wear...This shade of army green needn't be a style battlefield. Here's how to wear the colour and come out winning

TICK TIC ASE SESCECE OND STYLE BOX BY TA T PPIN PP G INTO TH TE MILITARY TARY T TR T ENDE WIW TH TA TR T ENCH E COA OA O T

TROOPING THE TROOPING THE COLOUR; Be a true style hero and have everyone standing to attention in thesestunning shades of Army khaki

Taken in the raid were a black Tom-Tom sat nav, an extendable black projector screen, a silver flight case style box containing a cream digital projector, and a presentation slide changer with a small black bag.

UB40 ARTIST: THIEVES HAVE STOLEN MY CHRISTMAS; Crooks pinch renowned illustrator's car - but it is what was inside that really hurts

Conversations with financial advisers and listening to the frustration they felt trying to explain to investors the differences in mutual fund equity classes led Phillips to create Morningstar's signature mutual fund analysis tool, the Style Box (although he modestly points out that others had a hand in its creation).

Legend - Don Phillips

And the "Style Box" - my one-shot creation for an American Press Institute session several years ago, and now a permanent feature of my "Getting Your Words' Worth" writing workshops - offers people a chance to do that.

A different approach, fight out of the box