Category: Asset Management

When Comparing Growth to Value, Look Under the Hood

When investing, there are many different investment styles and factors for categorizing stocks.  Categorizations became especially popular when Morningstar created a style box to classify stocks.  Across the vertical axis of the Morningstar style box, stocks are categorized by size.  There are large cap, mid-cap, and small-capitalization stocks, which is based on the market capitalization …