The Morningstar Style Box shows a Morningstar Category which is assigned based on the underlying securities in the fund. The purpose of the category is to help investors and investment professionals make meaningful comparisons between funds.

Reading the style box and Morningstar Category

To thoroughly understand the Morningstar Style Box and Category, please visit Morningstar’s definition of Morningstar Category.

In the event you are in need of additional assistance with financial terminology, go to Yahoo!'s financial glossary.