Morningstar Broad Style Indexes
Think Inside the Box
Key Features
A More Flexible, Intuitive Framework for Style Investing and Analysis
Designed to accurately represent the size and style dimensions of the U.S. equity market in alignment with the Morningstar Style Box™, the Morningstar Broad Style Indexes are a natural complement for informing style-related investment decisions. Index methodology targets broad market segments to accurately and consistently reflect the opportunity set for style investors.
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| Intelligent benchmarking Methodology targets broad segments consistently over time, facilitating better benchmarking of active strategies. |
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| Aligned with the Morningstar Style Box A natural complement for informing style-related investment decisions, resulting in a consistent frame of reference and holistic measurement of style. |
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| Exceptional value Advancing Morningstar’s goal of lowering the cost of benchmarking and empowering investor success. |
Stay on Top of Style Trends with the Morningstar Quarterly Style Monitor
Morningstar Broad Style Indexes
The Morningstar Broad Style Index family consists of 17 indexes that track the US equity market by capitalization and investment style.
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About the Morningstar Style Box
The Morningstar Style Box™ has become the industry standard for categorizing and tracking managed investment portfolios. It describes securities in terms of their relative size and value-growth orientation in an intuitive, visual tool. It is based on a robust methodology that includes forward-looking and historical components and 10 different factors to measure value-growth orientation.
Insights from the Leading Edge
We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research.