Signature Assets
These signature assets feature Morningstar's unique illustration style but draw from publicly available data. Think of these data visualizations as proprietary illustrations only. These visuals represent a portfolio’s investment style, performance, or benchmarking.
For more information, see XYZ.
Morningstar Style Box
The Morningstar Style Box helps investors easily understand a security's investment style and may be used to convey valuation or market performance. The nine-cell grid categorizes stocks or funds based on market capitalization (small, mid, or large) and investment style (value, blend, or growth).
Introduced in 1992, the Morningstar Style Box can be used either in icon form or as a data visualization.
Usage
The Morningstar Style Box may be displayed on its own.
Icon Variants
Text Lockup
The Morningstar Style Box may be displayed by itself.
The Morningstar Style Box may be accompanied by text to the right and set in Morningstar Intrinsic.
Scale
Recommended minimum size
Color
Do use black for the grid.
Don't apply color to any portion of the grid.
Clear Space and Alignment
Don't rearrange the order of the text and artwork.
Chart Variants
Morningstar Style Box for stocks
Morningstar Style Box for fixed-income
Morningstar Style Box for performance
Morningstar Style Box for valuation
Morningstar Style Box for portfolio holdings
Third-Party Use
Morningstar Style Box seal for equities in red or black
Morningstar Style Box seal for fixed income in red or black
Resources
Sectors
Morningstar classifies stocks into sectors to help investors understand a company's business focus and assess how different industries respond to market trends and economic cycles. There are 11 sectors, each represented by a unique icon, and grouped into three broad categories: cyclical, defensive, and sensitive.
Usage
Scale
Recommended minimum size for sector icons
Color
Cyclical sectors are always displayed in orange.
Sensitive sectors are always displayed in blue.
Defensive sectors are always displayed in green.
Don't desaturate the icons.
Clear Space and Alignment
Recommended size of text when displayed next to the icon
Don't rearrange the order of the text and artwork.
Tips
Do use the sector artwork as provided.
Don't remove enclosures or modify the artwork in any way.
Resources
Morningstar Glide Path
The Morningstar Glide Path represents how a target-date fund adjusts its asset allocation over time to balance growth and risk. Early on, the fund is more heavily invested in stocks for higher growth potential. As the investor moves towards retirement, the fund gradually shifts toward bonds and cash to reduce risk. This approach offers investors a strategy that evolves alongside their financial needs.
