International Equity Style Box

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Dictionary Says

Definition of 'International Equity Style Box'

A visual representation of the principal investment characteristics of foreign stocks and foreign stock funds. The international equity style box is a valuable tool for investors to use to determine the risk-return structures of their international stocks/portfolios and/or how these investments fit into their investing criteria.

Also known as an "international stock style box".

Investopedia Says

Investopedia explains 'International Equity Style Box'

An international equity (stock) style box is comprised of nine squares, or categories, with the investment features of stocks/stock mutual funds presented along its vertical and horizontal axes.

Whereas Morningstar uses percentages of its stock database to determine large-cap, mid-cap, and small-cap stocks (company size), internationally, dollar market-capitalizations of less than US$1 billion, US$1 billion to US$5 billion and  more than US$5 billion are used to classify companies as small, medium and large, respectively.
Search results for

'International Equity Style Box'

  • Understanding The Mutual Fund Style Box

    http://www.investopedia.com/articles/basics/06/stylebox.asp
    ... Other Varieties of Style Boxes In addition to the domestic equity style box,
    Morningstar offers two other style boxes: an international equity style box and ...
  • Mutual Fund Style Box | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-style-box.asp
    ... In summary, an equity style box is divided up into ... IQ Number 1: Investing Style;
    Scoring Investment Style Data. ... than three decades of international experience in ...
  • Too Many Mutual Funds?

    http://www.investopedia.com/articles/mutualfund/07/too_many_funds.asp
    ... Things To Know About Asset Allocation.) Vote "No" On the equity side, others ... fund,
    perhaps two at most, cover the international front ... What About the Style Box? ...
  • Mutual Funds: Different Types Of Funds | Investopedia

    http://www.investopedia.com/university/mutualfunds/mutualfunds1.asp
    ... A great way to understand the universe of equity funds is to ... reading, check out
    Understanding The Mutual Fund Style Box.) Global/International Funds An ...
  • Sharpen Your Portfolio With Intelligent ETFs

    http://www.investopedia.com/articles/mutualfund/08/intelligent-etfs.asp
    ... In each case, the black box is designed ... example, PowerShares offers both style-based
    (large ... automatically reallocate US equity, international equity and debt ...
  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj
    ... Fund Objective or Style, Investment Considerations. ... Equity Income Stock, Moderate
    growth and modest ... International/Foreign Stock, Foreign companies and world ...
  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-categories.asp
    ... Fund Objective or Style, Investment Considerations. ... Equity Income Stock, Moderate
    growth and modest ... International/Foreign Stock, Foreign companies and world ...
  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/
    ... Fund Objective or Style, Investment Considerations. ... Equity Income Stock, Moderate
    growth and modest ... International/Foreign Stock, Foreign companies and world ...
  • Pick 401(k) Assets Like A Pro

    http://www.investopedia.com/articles/retirement/09/pick-401k-assets.asp
    ... the "Strategic Balanced Asset Allocation International Fund" anyway ... read Understanding
    The Style Box.) Company Stock ... in value and quantitative equity styles and ...
  • 6 Companies That Will Transform How You Shop - Investopedia.com

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    ... ModCloth.com ModCloth is a boutique-style retailer that ... Next time you're shopping,
    think outside of the box. ... Current Rates. Savings Home Equity Mortgage Auto. ...

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