The Long Game: Morningstar Style Box Explained

Understanding Morningstar Style Boxes: Guide by Certified Financial Planners | The Long Game Ep. XX

Join Brent Schafer and Tyler Pearson, Certified Financial Planners™ at HFG Trust, as they delve into the concept of Morningstar Style Boxes. In this episode of The Long Game, you'll learn how to use style boxes to evaluate investment portfolios by market cap and investment style. They discuss the importance of style boxes for both equity and fixed income investments, making it easier for investors of all levels to visualize their portfolio allocations. Whether you're a seasoned investor or just beginning, this episode provides valuable insights into understanding and utilizing Morningstar Style Boxes for better financial planning.

00:40 Understanding the Morningstar Style Box
02:02 Equity and Fixed Income Style Boxes Explained
02:53 Analyzing Real Funds with Style Boxes
06:31 Comparing Investment Strategies
07:55 Practical Uses of Style Boxes

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If you have any questions about this video, you can leave us a comment or contact Brent or Tyler directly at the contacts listed below:

Brent Schafer, CFP® R. Tyler Pearson, CFP®
Financial Advisor, HFG Trust Financial Advisor, HFG Trust
Phone: (509) 416-5520 Phone: (509) 572-9263
Email: bschafer@hfgtrust.com Email: rpearson@hfgtrust.com

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