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The Factor Box: A New Lens for Investing
The Factor Box analyzes and depicts fund exposures across six different factors.

Use the tool to understand and compare the factor exposures of various funds, and to aid in portfolio construction and risk management.
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Meet the Factors

Value
Stocks that are inexpensive
relative to fundamentals
Low Size
Smaller, more nimble companies
Momentum
Stocks on an upswing,
or trending stocks
Quality
Companies with healthy balance sheets
Dividend Yield
Stocks that pay higher dividends
Low Volatility
Lower risk stocks

Evolution from Style Box to
Factor Box

It has been over 25 years since the development of the Morningstar Style Box*. During that time, advances in data and technology have transformed our lives, including investing. But are you still looking at your investment exposure the same way? It’s time for a new lens - the Factor Box.

Style Box to Factor Box timeline Style Box to Factor Box timeline

* The Morningstar style box is a nine-square grid that provides a graphical representation of the "investment style" of stocks and mutual funds as defined by market capitalization and value or growth orientation. 

Movies moved from black and white to color, showing the richness of the world in its true form. Shouldn’t the way we build portfolios and evaluate managers also evolve?
Andrew Ang