Equity Style Breakdown

Style Breakdown (also called Style Mix) gives you an overview of a portfolio's stock ownership/coverage in each of the 9 boxes of the Morningstar Style Box. The numbers are stated as a % of market value.  

4Calculation

boxi = sum(mvi)

boxi = style % for ith box

mvi = market value for ith stock

So, for one of the 9 boxes, all of the market values %'s of the stocks that fall in that particular box are summed to get the box's style %.

9 Style Boxes: Large Value, Large Blend, Large Growth, Medium Value, Medium Blend, Medium Growth, Small Value, Small Blend, Small Growth

The boxes are also combined into the following groups: Large, Medium, Small, Value, Core, Growth