Style allocation is a concise view of a portfolio’s growth/blend/value and large/mid/small cap positioning, based on Morningstar’s style box. To display this view, click on Allocation -> Stock Style




The weights in the portfolio’s style box are calculated by aggregating the style box weights of the portfolio’s constituents (funds, ETFs, stocks).

For research, you may drill-down each category to uncover the contributions of each investment. You may also compare the style views of two portfolios.

The style view is optional in the PDF report. To add this view to the report, select Add Content -> Stock style