Post Your Morningstar Box Style

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jonnyboy
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Post Your Morningstar Box Style

Post by jonnyboy » Fri Jan 19, 2018 7:25 pm

I did a search and it seems like the last time this was done was four years ago. Curious to see how investment styles or tilts have changed, if at all.

Post your M* box style!

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LadyGeek
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Re: Post Your Morningstar Box Style

Post by LadyGeek » Fri Jan 19, 2018 9:30 pm

This thread is now in the Investing - Theory, News & General forum (general question).

For stocks: Style boxes

For bonds: Style boxes
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Re: Post Your Morningstar Box Style

Post by happysteward » Fri Jan 19, 2018 9:38 pm

Image

Image
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Re: Post Your Morningstar Box Style

Post by jhfenton » Fri Jan 19, 2018 10:02 pm

Equities (updated as of this evening):

Image

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LadyGeek
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Re: Post Your Morningstar Box Style

Post by LadyGeek » Fri Jan 19, 2018 10:03 pm

The wiki has some background info: Tools and calculators (Portfolio tools)

Here's the direct link: Instant X-Ray - Morningstar
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iceport
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Re: Post Your Morningstar Box Style

Post by iceport » Fri Jan 19, 2018 10:51 pm

The invitation got me curious...

Image

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Global100
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Re: Post Your Morningstar Box Style

Post by Global100 » Fri Jan 19, 2018 11:24 pm

100% US Total Stock Market Index

Stock Analysis
L...24...24...25
M....6....6....6
S....3....3.....3
.....V.....B....G
Last edited by Global100 on Fri Jan 26, 2018 2:17 am, edited 2 times in total.

BrianMc
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Re: Post Your Morningstar Box Style

Post by BrianMc » Fri Jan 19, 2018 11:48 pm

17 19 19

9 10 6

9 8 3

binvesting
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Re: Post Your Morningstar Box Style

Post by binvesting » Fri Jan 19, 2018 11:57 pm

The following is from Fidelity GPS tool, and it says it includes both domestic and foreign funds' data.
Value Blend Growth
L...18...15......13
M....8....7........7
S...13...12.......6
Last edited by binvesting on Sat Jan 20, 2018 6:29 pm, edited 1 time in total.

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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sat Jan 20, 2018 9:45 am

Be award of Morningstar's data presentation differences between equities and bonds. Equities show the weights in each of the six boxes but for bonds it is only the fund average.

Here is a M* Xray for ~equal parts Vg TBM and TSM.

Image

(Edited to fix typos.)
Last edited by Doc on Sat Jan 20, 2018 9:55 am, edited 1 time in total.
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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sat Jan 20, 2018 9:54 am

Doc wrote:
Sat Jan 20, 2018 9:45 am
Be award of Morningstar's data presentation differences between equities and bonds. Equities show the weights in each of the six bosex bout for bonds it is only the fund average.
Given that here's ours:

Image

As you can see we overweight Small Cap Value and avoid long bonds and non-investment grade bonds. Since I slice and dice our bond portfolio the bond style box is reasonably accurate.

(The high Not Classified is mostly derivatives in Pimco manged bond funds.)
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FamousWalrus
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Re: Post Your Morningstar Box Style

Post by FamousWalrus » Sat Jan 20, 2018 9:58 am

...........Value Blend Growth
Large.......7........5.......3
Medium....15.......9.......4
Small.......28......25.......8
Last edited by FamousWalrus on Sat Jan 20, 2018 5:20 pm, edited 1 time in total.
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Re: Post Your Morningstar Box Style

Post by Sandtrap » Sat Jan 20, 2018 10:30 am

ImageImage
Input and suggestions welcome.
Mahalo
j :D
Last edited by Sandtrap on Sat Jan 20, 2018 11:34 am, edited 5 times in total.

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LadyGeek
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Re: Post Your Morningstar Box Style

Post by LadyGeek » Sat Jan 20, 2018 10:39 am

^^^ I got it. See: Posting images in the Bogleheads forum

For those wishing to do this in text, use periods " . " instead of spaces.*
FamousWalrus wrote:
Sat Jan 20, 2018 9:58 am
Value Blend Growth
Large 7 5 3
Medium 15 9 4
Small 28 25 8
...........Value Blend Growth
Large.......7.......5.......3
Medium...15......9.......4
Small.......28.....25.......8

* The forum software treats multiple spaces as one. I didn't write the software.
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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sat Jan 20, 2018 11:04 am

LadyGeek wrote:
Sat Jan 20, 2018 10:39 am
^^^ I got it. See: Posting images in the Bogleheads forum

For those wishing to do this in text, use periods " . " instead of spaces.*
FamousWalrus wrote:
Sat Jan 20, 2018 9:58 am
Value Blend Growth
Large 7 5 3
Medium 15 9 4
Small 28 25 8
...........Value Blend Growth
Large.......7.......5.......3
Medium...15......9.......4
Small.......28.....25.......8

* The forum software treats multiple spaces as one. I didn't write the software.

Code: Select all

	Value  Blend  Growth
Large	7	5	3
Medium	15	9	4   
Small	28	25	8
There's more than one way to skin a cat.
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Re: Post Your Morningstar Box Style

Post by livesoft » Sat Jan 20, 2018 11:09 am

One can use leading zeroes to keep things pseudo-monospaced

17 16 16
11 10 09
10 08 03
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Re: Post Your Morningstar Box Style

Post by peppers » Sat Jan 20, 2018 11:14 am

20 19 20
07 08 09
06 06 06
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Epochalypse
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Re: Post Your Morningstar Box Style

Post by Epochalypse » Sat Jan 20, 2018 11:15 am

18 18 17
08 10 08
08 08 05

SCV_Lawyer
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Re: Post Your Morningstar Box Style

Post by SCV_Lawyer » Sat Jan 20, 2018 11:21 am

17 17 17
10 09 07
12 09 03

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Re: Post Your Morningstar Box Style

Post by SCV_Lawyer » Sat Jan 20, 2018 11:22 am

SCV_Lawyer wrote:
Sat Jan 20, 2018 11:21 am
17 17 17
10 09 07
12 09 03
I take some comfort in that I am very close to the styles of livesoft!

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Re: Post Your Morningstar Box Style

Post by Doc » Sat Jan 20, 2018 11:34 am

SCV_Lawyer wrote:
Sat Jan 20, 2018 11:22 am
SCV_Lawyer wrote:
Sat Jan 20, 2018 11:21 am
17 17 17
10 09 07
12 09 03
I take some comfort in that I am very close to the styles of livesoft!
Boy are you easy to make comfortable. :wink:
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Re: Post Your Morningstar Box Style

Post by LibertyLover » Sat Jan 20, 2018 11:34 am

19 10 6
11 9 9
15 12 9

I tilt small cap value. If not for my emerging market fund (DFEVX) my large cap would be much lower. As it accounts for 70% of my large cap.

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Re: Post Your Morningstar Box Style

Post by jhfenton » Sat Jan 20, 2018 11:35 am

FamousWalrus wrote:
Sat Jan 20, 2018 9:58 am
Value Blend Growth
Large 7 5 3
Medium 15 9 4
Small 28 25 8
:beer Someone with a tilt more extreme than ours. My hat is off to you.

It's hard to tilt that small with a 50% ex-US portfolio.

Our largest position, VSS shows up as

01 01 02
20 21 25
13 11 07

all by itself, even though the median market cap is only $1.759 Billion. M* uses a different size scale for international.
LibertyLover wrote:
Sat Jan 20, 2018 11:34 am
I tilt small cap value. If not for my emerging market fund (DFEVX) my large cap would be much lower. As it accounts for 70% of my large cap.
Most of our large cap is emerging markets too.

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Re: Post Your Morningstar Box Style

Post by Doc » Sat Jan 20, 2018 11:37 am

jhfenton wrote:
Sat Jan 20, 2018 11:35 am
M* uses a different size scale for international.
Icky poo. :(

VBR Vg Small Cap Value" market cap 3,650 Mil

Code: Select all

 0	 0	0
14	15	8
32	26	5


Schwab International Small-Cap Equity ETF™ SCHC market cap 1,951 Mil

Code: Select all

 1	 0	 1
20	22	27
11	11	 7
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iceport
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Re: Post Your Morningstar Box Style

Post by iceport » Sat Jan 20, 2018 12:08 pm

jhfenton wrote:
Sat Jan 20, 2018 11:35 am
M* uses a different size scale for international.
Yes, I noticed that long ago. Everything's relative.
Sandtrap wrote:
Sat Jan 20, 2018 10:30 am
Input and suggestions welcome.
Very conservative: low equity and international allocations, large cap tilt. Nothing wrong with that — at all. Just an observation.

Carry on, stay the course. (See signature quote ↓)
"Discipline matters more than allocation.” ─William Bernstein

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Sandtrap
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Re: Post Your Morningstar Box Style

Post by Sandtrap » Sat Jan 20, 2018 12:40 pm

iceport wrote:
Sat Jan 20, 2018 12:08 pm
jhfenton wrote:
Sat Jan 20, 2018 11:35 am
M* uses a different size scale for international.
Yes, I noticed that long ago. Everything's relative.
Sandtrap wrote:
Sat Jan 20, 2018 10:30 am
Input and suggestions welcome.
Very conservative: low equity and international allocations, large cap tilt. Nothing wrong with that — at all. Just an observation.

Carry on, stay the course. (See signature quote ↓)
Thanks a lot for your expert input. (and help with the "screen grab" for Morningstar.
I'm trying to follow "old school" Jack Bogle. Thus very little international equities and no international bonds. Focus on "core".
Is that correct?
mahalo,
j :D

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Re: Post Your Morningstar Box Style

Post by camper » Sat Jan 20, 2018 1:12 pm

15 16 16
10 12 10
09 08 04

rkhusky
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Re: Post Your Morningstar Box Style

Post by rkhusky » Sat Jan 20, 2018 1:14 pm

22 21 20
10 09 08
04 03 03

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iceport
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Re: Post Your Morningstar Box Style

Post by iceport » Sat Jan 20, 2018 1:53 pm

Sandtrap wrote:
Sat Jan 20, 2018 12:40 pm
Thanks a lot for your expert input. (and help with the "screen grab" for Morningstar.
I'm trying to follow "old school" Jack Bogle. Thus very little international equities and no international bonds. Focus on "core".
Is that correct?
Sounds right, "own the market." BTW, I'm no expert. But one of the most important nuggets of wisdom I've acquired here over the years is to abandon the search for some theoretical "optimum" asset allocation and focus instead on doggedly sticking with the perfectly good one you've already got.
"Discipline matters more than allocation.” ─William Bernstein

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Re: Post Your Morningstar Box Style

Post by walletless » Sat Jan 20, 2018 1:56 pm

Image

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Re: Post Your Morningstar Box Style

Post by palaheel » Sat Jan 20, 2018 2:47 pm

14 09 07
13 13 11
13 12 07

Much of the Large Value is EM Value; my 401k doesn't have many choices there. And my Developed International choices force either "too Large" or "too Mid." I choose the latter.
Markets crash. Markets recover. Inflation takes your money FOREVER.

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Re: Post Your Morningstar Box Style

Post by honduranhurricane » Sat Jan 20, 2018 2:58 pm

large .....12........13.........15
medium...11........14.........14
small.......7..........6..........6
,..........value.....blend....growth

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zaboomafoozarg
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Re: Post Your Morningstar Box Style

Post by zaboomafoozarg » Sat Jan 20, 2018 3:05 pm

Whoever has the most in small value box wins, right?

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walletless
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Re: Post Your Morningstar Box Style

Post by walletless » Sat Jan 20, 2018 3:57 pm

zaboomafoozarg wrote:
Sat Jan 20, 2018 3:05 pm
Whoever has the most in small value box wins, right?
I though who ever had the highest sum wins !!

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Re: Post Your Morningstar Box Style

Post by cloppydogroll » Sat Jan 20, 2018 4:02 pm

12 12 13
10 11 07
17 14 04

Pretty balanced!

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Re: Post Your Morningstar Box Style

Post by MindTheGAAP » Sat Jan 20, 2018 4:46 pm

Welcome input:

15 15 15
09 09 08
11 10 08

60/40 split on Domestic/ Int’l Equities and 34% of Int’l is in EM
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livesoft
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Re: Post Your Morningstar Box Style

Post by livesoft » Sat Jan 20, 2018 4:49 pm

I am coming to the conclusion that mostly slice-and-dicers know about the Morningstar style grid and folks who have Total Market weights don't care about the Morningstar style grid.
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TierArtz
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Re: Post Your Morningstar Box Style

Post by TierArtz » Sat Jan 20, 2018 5:10 pm

23 23 23
05 14 05
02 02 02

drk
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Re: Post Your Morningstar Box Style

Post by drk » Sat Jan 20, 2018 5:46 pm

26 26 25
06 06 05
02 02 01

That's 46% US, 46% international (of which 38% is EM), and 8% bonds.

livesoft
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Re: Post Your Morningstar Box Style

Post by livesoft » Sat Jan 20, 2018 9:48 pm

SCV_Lawyer wrote:
Sat Jan 20, 2018 11:22 am
I take some comfort in that I am very close to the styles of livesoft!
The correlation coefficient between our two 9-box style grids is 0.9684.
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student
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Re: Post Your Morningstar Box Style

Post by student » Sat Jan 20, 2018 9:57 pm

Stock:

24 23 23
07 07 07
03 03 03

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zaboomafoozarg
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Re: Post Your Morningstar Box Style

Post by zaboomafoozarg » Sat Jan 20, 2018 10:22 pm

OK I'll post but it's kind of weak because I can only bring myself to tilt 30% of my stocks.

Image

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zaboomafoozarg
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Re: Post Your Morningstar Box Style

Post by zaboomafoozarg » Sat Jan 20, 2018 10:23 pm

walletless wrote:
Sat Jan 20, 2018 3:57 pm
zaboomafoozarg wrote:
Sat Jan 20, 2018 3:05 pm
Whoever has the most in small value box wins, right?
I though who ever had the highest sum wins !!
They all add to to 100 so I guess we're all winners! :D

KATNYC
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Re: Post Your Morningstar Box Style

Post by KATNYC » Sat Jan 20, 2018 10:27 pm

Glad that I looked at this since it is clear that our 401K small cap CIT isn't small cap at all.
401K has no funds, only CITs so I used placeholders that were recommended by bogleheads with far more expertise than us.

Large Cap Equity Index Fund -Large Blend - NT Collective S&P 500 Index Fund Non-Lending .04 ER - used VFIAX
Small & Mid Cap Equity Index - Northern Trust Extended Equity Market Index Fund Non Lending .06 ER - used VEXAX
International Equity Index Fund - NT Collective All Country World ex-US Investable Market Index Fund Non-Lending .12 ER - VTIAX
10% company stock (Large Cap)
We moved out of bonds this week.

ROTHs
VFSVX - all world small cap
VISVX - domestic small cap value

HSA
DGS international emerging small cap

401K only other options are:
Capital Preservation Fund, tracks ICE BofAML 3 Months T Bills TR ER .38
Income Fund, tracks Bloomberg Barclays U.S. Universal TR ER .39
Inflation Strategy Fund, tracks Bloomberg Barclays U.S. TIPS TR ER .24
Growth Fund tracks MSCI World NR USD ER .48
Bond Index Fund, tracks Bloomberg Barclays U.S. Aggregate Bond TR ER .06


Image

Image

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in_reality
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Re: Post Your Morningstar Box Style

Post by in_reality » Sat Jan 20, 2018 10:38 pm

US (53%)
19 20 16
11 10 07
08 06 04

INT DEV (29%)
20 19 15
13 14 09
05 04 01

EM (18%)
31 19 07
24 07 03
06 03 01

--------------
overall
21 19 14
14 10 07
07 05 02

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jhfenton
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Re: Post Your Morningstar Box Style

Post by jhfenton » Sat Jan 20, 2018 10:44 pm

zaboomafoozarg wrote:
Sat Jan 20, 2018 10:23 pm
walletless wrote:
Sat Jan 20, 2018 3:57 pm
zaboomafoozarg wrote:
Sat Jan 20, 2018 3:05 pm
Whoever has the most in small value box wins, right?
I though who ever had the highest sum wins !!
They all add to to 100 so I guess we're all winners! :D
Mine adds up to 101. :beer

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Re: Post Your Morningstar Box Style

Post by deltaneutral83 » Sat Jan 20, 2018 10:46 pm

Doc wrote:
Sat Jan 20, 2018 11:37 am
VBR Vg Small Cap Value" market cap 3,650 Mil

Code: Select all

 0	 0	0
14	15	8
32	26	5
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?

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Re: Post Your Morningstar Box Style

Post by azanon » Sat Jan 20, 2018 10:52 pm

I see a lot of value tilted portfolios. I can't help but wonder what Dave Ramsey's morningstar box would look like with his "good growth stock" mutual funds; Growth, Aggressive Growth, Growth and Income, and International.

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Re: Post Your Morningstar Box Style

Post by wander » Sat Jan 20, 2018 11:00 pm

V C G
L 17 16 14
M 09 10 09
S 08 09 08

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pezblanco
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Re: Post Your Morningstar Box Style

Post by pezblanco » Sat Jan 20, 2018 11:07 pm

deltaneutral83 wrote:
Sat Jan 20, 2018 10:46 pm
Doc wrote:
Sat Jan 20, 2018 11:37 am
VBR Vg Small Cap Value" market cap 3,650 Mil

Code: Select all

 0	 0	0
14	15	8
32	26	5
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?
According to Portfolio Vizualizer and looking at the factor loadings, the other two are smaller and more valuey ..... for what its worth.

VBR has size factor loading of .47 and value loading of .32
IJS ......................... .74 ......................... .49
VIOV ......................... .78 ......................... .46

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