ETF & Fund Equity Style Box


Large Blend % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Large Blend equities.

Large Growth % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Large Growth equities.

Large Value % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Large Value equities.

Mid Blend % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Mid Blend equities.

Mid Growth % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Mid Growth equities.

Mid Value % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Mid Value equities.

Small Blend % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Small Blend equities.

Small Growth % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Small Growth equities.

Small Value % (Premium Plus)

Chartable: No

Unit: Percentage

The percent of the fund’s holdings that are categoried by Morningstar as Small Value equities.


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