Investment style

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Investment Philosophy

Basic standards and beliefs guiding one's investing practices. Factors influencing one's investment philosophy include risk tolerance, investment goals, and personal beliefs about what guides markets. Investment philosophies may vary widely from each other. For example, when investing in securities, one investor may use technical analysis, which utilizes statistical information exclusively, while another may use fundamental analysis, which uses both quantitative and qualitative information. It is also called an investment strategy. See also: Naive diversification, Markowitz Portfolio Theory.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved

Investment style.

Investment style refers to the approach that investors, including professional money managers, take in selecting individual investments and assembling portfolios as they seek to achieve their investment goals.

For example, a mutual fund that is focused on small-cap stocks might seek long-term capital appreciation by choosing aggressive growth stocks. Another small-cap fund with the same objective might build a portfolio of underpriced value stocks.

Evaluating a fund's investment style -- which is typically described as aggressive, moderate, conservative, or contrarian -- is an important consideration in choosing among mutual funds and ETFs. You'll want to be sure that any fund you purchase is compatible with your individual risk tolerance.

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References in periodicals archive ?
1 standing with its Small Cap Value strategy, which was the top performer in its group in the eVestment universe for the five years ended in June.
(AAT501) Global Small Cap Value Investing - Fred Astman and Scott Hood - First Wilshire Securities Management.
Category Fund Small Cap DFA Small Cap Portfolio Small Cap Value DFA Small Cap Value Portfolio Large Cap DFA Large Cap Portfolio Large Cap Value DFA Large Cap Value Portfolio International Small Cap DFA International Small Cap Value International Small Cap Value DFA International Small Cap Value International Large Cap DFA International Large Cap International Large Cap Value DFA International Large Cap Value Emerging Markets DFA Emerging Markets Portfolio REIT Vanguard REIT Index Viper Commodities Pimco Commodities Real Return D Fixed Income DFA One Year Fixed Income EXHIBIT 1 Sector Funds Morningstar 10-Year 10-Year Sector Fund Category Std.
Top mutual fund holders, according to SEC filings, company interviews and Yahoo Finance, include: Fidelity Balanced Fund with 1,936,100 shares; Fidelity Value Fund with 1,138,760 shares; Columbia Acorn Fund with 1,700,000 shares; Allianz Funds-NFJ Small Cap Value Fund with 929,400 shares; Hartford Smallcap Growth HLS Series with $14.3 million; FMI Focus Fund with $42,700 shares; and Price (T.
For readers who organize investments by Morningstar's style boxes, 30% of the portfolio is classified small cap value, 51% small cap growth, 7% small cap core, and 12% mid cap core.
The indexes include: MLQS Large Cap Value and Large Cap Growth Fund, S&P 500 Barra Value and Barra Growth; Russell I000 Value and 1000 Growth; S&P 600 Value and 600 Growth; and Merrill Lynch Small Cap Value and Small Cap Growth Fund.
In each asset class (large cap growth, small cap value, etc.), Morningstar provides an index average.
BANKING AND CREDIT NEWS-February 12, 2019-Transamerica reopens International Small Cap Value fund to new investors
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Global Banking News-February 12, 2019-Transamerica reopens International Small Cap Value fund to new investors
As part of the transition, Lanny Thorndike, Century's managing partner, will be joining Congress, as well as Jeffrey Kerrigan, portfolio manager for the Century Small Cap Value Strategy, and Anand Vankawala, a member of the equity research team.