Style

Style
The investment approach or objective that a fund manager uses to make choices in the selection of securities for the fund's portfolio. While there are a variety of styles, there are nine basic investing styles for both equity and fixed-income funds. For stock funds, company size and value/growth characteristics determine the style. For bonds, style is defined by maturities and credit quality.

The specific size parameters for stocks are large, medium and small-sized companies, which are determined by market capitalization. Value, growth and a value/growth blends are the three basic categories for stocks.

Bond maturities are categorized as short term, intermediate term and long term. Credit quality is determined by a bond's status as a government or agency issue (high) and credit ratings for corporates and municipals of 'AAA' to 'AA' (high), 'A' to 'BBB' (medium) and 'BB' to 'C' (low).

Variations and combinations of these basic categories, as well as consideration of special industries, industry sectors and geographic location, create investment styles for both stock and bond funds beyond the basic nine categories for each.


Investment dictionary. . 2012.

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  • stylé — stylé …   Dictionnaire des rimes

  • STYLE — Sous l’égide de la linguistique, le style devient aujourd’hui l’objet d’une science: la stylistique veut être la science des registres de la langue, et elle s’efforce de définir le style comme concept opératoire. Mais le mot style a, dans l’usage …   Encyclopédie Universelle

  • Style — may refer to:* Genre, a loose set of criteria for a category or composition * Design, the process of creating something * Format, various terms that refer to the style of different things * Human physical appearance * Fashion, a prevailing mode… …   Wikipedia

  • style — [staɪl] noun [countable] 1. a way of doing something, designing something, or producing something, especially one that is typical of a particular time, place, or group of people: style of • the Japanese style of stock investment • 1980s style… …   Financial and business terms

  • Style — Style, n. [OE. stile, F. style, Of. also stile, L. stilus a style or writing instrument, manner or writing, mode of expression; probably for stiglus, meaning, a pricking instrument, and akin to E. stick. See {Stick}, v. t., and cf. {Stiletto}.… …   The Collaborative International Dictionary of English

  • style — Style, et maniere d escrire, Stylus, Vena. Style legier et doux, Oratio tenuis. Style de haut appareil, Magniloquentia. Qui n a pas style vulgaire, Cui non est publica vena. Le style, La practique, Iurisdictionis forma et vsus fori, Bud. Chose… …   Thresor de la langue françoyse

  • style — [stīl] n. [ME < L stilus (sp. infl. by unrelated Gr stylos, pillar) < IE base * (s)tei , pointed > L stimulus] 1. a sharp, slender, pointed instrument used by the ancients in writing on wax tablets 2. any of several devices, etc. similar …   English World dictionary

  • stylé — stylé, ée 1. (sti lé, lée) adj. Terme d histoire naturelle. Qui est muni d un style, d un long style. stylé, ée 2. (sti lé, lée) part. passé de styler. •   Tant ces nouveaux réformateurs avaient de peine à se contenter, et tant ils étaient peu… …   Dictionnaire de la Langue Française d'Émile Littré

  • Style — 〈[ staıl] m. 6; engl. Bez. für〉 Stil * * * Style [sta̮il ], der; s, s [engl. style, über das Afrz. zu lat. stilus, ↑ Stil] (Jargon): Stil. * * * Style   [»Stil«] Formatvorlage …   Universal-Lexikon

  • style — [n1] fashion, manner appearance, approach, bearing, behavior, carriage, characteristic, cup of tea*, custom, cut*, description, design, druthers*, flash*, form, genre, groove*, habit, hand, idiosyncrasy, kind, method, mode, number, pattern,… …   New thesaurus

  • -style — [ staıl ] suffix used with some adjectives and nouns to make adjectives describing someone s qualities or the way something is done or designed: a gangland style shooting an old style (=traditional) politician …   Usage of the words and phrases in modern English

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