Alternative Style Box (Funds)

The Morningstar Style Box for alternatives is a nine-box grid that provides a a graphical representation of the diversification characteristics of alternative funds. It classifies funds according to correlation to the Morningstar Global Markets Index (y-axis) and relative volatility to the same index measured over a three-year period using monthly return data (x-axis).

A fund's style box assignment for alternatives will range from one to nine, with one representing the top left corner of the grid, three representing the top right corner, and nine representing the bottom right corner.

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Alternative Style Box (Funds)

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