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How Morningstar Categorizes Funds

Morningstar Articles

Wed, 5 Feb 2014

Case Study From a letter to Mutual Fund Observer -- "Osterweis (OSTFX) is a mid-cap blend fund, according to M*. But don't say that to John Osterweis. Even looking at the style map, you can see that the fund covers all of the style boxes, and it has about 20% in foreign stocks, with 8% in emerging

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