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equity style boxes vary widely
Old 12-22-2006, 04:10 AM   #1
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equity style boxes vary widely

when doing a portfolio analaysis i noticed both morningstar and fidelity vary by quite a bit in their breakout of style. it shows how you really cant tell exactly how your mix is as both use different time frames for their latest information. none of the information is really up to the minute and neither are the holdings.

morning star looks like this

value core growth

35 23 17 large

6 6 7 med

2 2 2 small






fidelity analysis


value core growth

49.4 18.7 7.6 large

0 11.7 5.1 med

0 3.9 0 small
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Re: equity style boxes vary widely
Old 12-22-2006, 09:54 AM   #2
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Re: equity style boxes vary widely

I don't trsut "morningwrong" at all. Fidelity is a little better. Maybe Lipper??
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Re: equity style boxes vary widely
Old 12-23-2006, 02:58 PM   #3
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Re: equity style boxes vary widely

Uhhh........the fidelity boxes only add up to 96.4?
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Re: equity style boxes vary widely
Old 12-23-2006, 03:10 PM   #4
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Re: equity style boxes vary widely

Very interesting comparison.

I guess this just goes to show that when we use a tool (like the style box system) that someone else puts together (FIDO and M*), we should be aware that we fall into their way of thinking unless we are quite skeptical.

These can be interesting tools, but use them at your own peril.
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