Fixed Income Style Box

Overview

Use this chart to identify the percentage of investments in an account or portfolio that populate credit quality and duration of fixed income securities. You can also use it to evaluate the overall representation of the fund’s risk, given the length and quality of bonds in its portfolio.

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

Alternate Uses

This graph can also be used to evaluate individual fixed-income investments.

Last Updated: March 28, 2018

Copyright © 2018 Morningstar, Inc. All rights reserved.

The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.