The Factor Box: A New Lens

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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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.

Meet the Factors

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

* 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. 

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

Factor investing is the way of the future. It’s about empowering investors to deliberately and directly access ideas to help achieve their financial goals.
Andrew Ang