Equity Style Box

Overview

Use this graph to identify the percentage of investments within an account or portfolio that populate a specific investment style. Use Component Settings to change the data view of this component. You can view an account or portfolio’s Equity Style in the following ways:

•Equity Holding Style Map

•Equity Holding Style Box, or

•Equity Holding Style Table.

For capabilities common to most components, read the Components Overview.

Alternate Uses

The Equity Style Box is also used when evaluating individual investments in the Investments area of the platform.

Last Updated: March 28, 2018

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