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Some Recent Fund Style Box Moves Explained

Recent Morningstar Style Box enhancements cause some fund migration.

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The Morningstar Style Box recently got an upgrade that could affect where your funds land in it. Last fall, Morningstar updated its style box methodology to improve the quality and timeliness of data inputs, address a pattern of core indexes and funds drifting from the blend box into growth, and make market-cap adjustments. Most funds have now reported at least one portfolio under the new methodology. There haven’t been many dramatic moves yet or changes to Morningstar Category placements as those are based on three years of style box data, but some portfolios have begun to migrate. Below are some affected Morningstar Medalist funds.

Katie Rushkewicz Reichart has a position in the following securities mentioned above: OAKLX. Find out about Morningstar’s editorial policies.