U.S. Stock portfolios are placed in a category based on the style and size of the stocks they typically own. The style and size parameters are based on the divisions used in the investment style box: Value, Blend, or Growth style and Small, Mid-cap, or Large average market capitalization.
By reviewing investment style over the past three years, we place U.S. Stock portfolios in one of the following nine categories (see the Morningstar Style Box definition for details):
Morningstar also includes several other, specialized categories, including: