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Definition of 'Investment Style'
The overarching strategy or theory used by either a retail investor or an institutional money manager to set asset allocation and choose individual securities for investment. The investment style of a fund helps set expectations for long-term performance potential and aids in advertising the fund to investors looking for a specific type of market exposure.
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Investopedia explains 'Investment Style'
Most mutual funds and exchange-traded funds (ETFs) employ a consistent investment style. An investment style can be broadly drawn, such as "international bonds", or finely tuned, such as "mid-cap value stocks that pay steady income".
With the majority of mutual funds and ETFs, managers are limited by their prospectus as to what kind of securities they may own. The portfolio managers of a healthcare fund, for example, must be invested in only healthcare-related companies, even if they don't feel the sector is a good place to be.
No one investment style is inherently better than another; the key is to find a style that suits an investor's appetite for risk while remaining a sufficient level of diversification.
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Search results for 'Investment Style'
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http://www.investopedia.com/video/play/pick-your-investing-style
Videos /. How To Pick Your Investment Style. Next video: Understanding Book Value.
Find out what an investing style is and how to figure out which one suits you ...
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http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/scoring-style-data.asp
Scoring Investment Style Data. ... There is no doubt that a consistent investment
style over many years is a solid fund investment quality. ...
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http://www.investopedia.com/articles/basics/07/diversification-style.asp
... What exactly is investment style? In this investment context, a style can be defined
as the method that managers use to buy stocks or other assets. ...
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http://www.investopedia.com/articles/mutualfund/10/investment-style-indexes.asp
... all of the publicly traded companies domiciled in the US into specific style categories
based on their identified investment style characteristics and market ...
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http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-style-box.asp
... In the nine categories used to classify a fund's investment style, this graphic
presentation shows where a stock fund's risk-return characteristics place it ...
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http://www.investopedia.com/articles/05/012705.asp
... Second, the Buffett way can be viewed as a core, traditional style of investing ...
As Hagstrom writes, investment success is not a matter of how much you ...
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http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/fund-iq1.asp
... Using Morningstar's style boxes, here are some examples of investment style consistency,
or lack thereof, over the 2001 - 2005 period, from a selection of mid ...
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http://www.investopedia.com/university/ethical-investing/ethical-investing2.asp
... By Amy Fontinelle Ethical investing is still a niche investment style,
but it has gained popularity. According to the Forum for ...
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http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-categories.asp
... All mutual funds are established to be managed within the framework of a defined
investment style. ... Fund Objective or Style, Investment Considerations. ...
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http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj
... All mutual funds are established to be managed within the framework of a defined
investment style. ... Fund Objective or Style, Investment Considerations. ...
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