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Mutual Funds

Index Funds

What is a “style box”?

A style box is a graph with sectors that display the different types of investment styles or characteristics of typical mutual funds. On the vertical axis, there are several classes representing the size of companies in which the mutual fund may invest. On the horizontal axis, there are several classes representing the degree of aggressiveness in the portfolio, that describes whether the fund seeks to invest very aggressively, generate income for the investor, or provide a combination of the two strategies.



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