In this third video in our Morningstar User's Guide series, we look at the Morningstar Style Box as it relates to stocks and stock mutual funds. Morningstar Premium: https://robberger.com/go/morningstar/...

We cover the market capitalization of a fund as well as its value or growth classification. We also look at why market cap and value/growth matter to investors.

Morningstar Article: https://robberger.com/morningstar-use...

TIMESTAMP

0:51 Morningstar Investment Style Box Introduction
4:00 Investment Style Box--Market Capitalization
8:10 Investment Style Box--Value vs Growth
11:30 Stock Style Box Map
13:10 Stock Style Box Weight
16:55 Stock Style Box--Historical
18:05 Morningstar U.S. Barometer

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While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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