OutputEquityStyleBreakdown
objectEquity style box breakdown by market capitalization (Large/Mid/Small) and investment style (Value/Blend/Growth).
AsOfDatestring(date-time)
End date of analysis.
Portfolioobject
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SecurityBreakdownarray[object]
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Example
OutputEquityStyleBreakdownItem
objectLargeValuenumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
LargeBlendnumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
LargeGrowthnumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
MidValuenumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
MidBlendnumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
MidGrowthnumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
SmallValuenumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
SmallBlendnumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
SmallGrowthnumber(double)
Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.
Unclassifiednumber(double)
Percentage not classified into a style box category.
Example
OutputEquityStyleBreakdownItemSecurity
objectSecurityIdstring
Unique identifier of a security.
Analyzednumber(double)
Percentage of security analyzed.
NotAnalyzednumber(double)
Percentage of security not analyzed.
EquityStyleBreakdownItemobject
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Example
OutputEquityStyleItem
objectAverageMarketCapnumber(double)
Geometric mean of the market capitalizations of all stocks held, weighted by portfolio allocation.
Example
OutputEquityStyleItemSecurity
objectSecurityIdstring
Unique identifier of a security.
EquityStyleItemobject
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Example