Thinking Outside the Box:
Customized Investment Strategies
Can’t Be Categorized 

Morningstar's Style Boxes have emerged as the go-to, standardized tool for investors to compare mutual fund investment styles and sizes. Like any tool, however, they have their limitations. 

In fact, choosing not to venture beyond the prescribed boundaries of the Style Boxes can lead to outcomes similar to those of choosing not to color outside the lines—diminished creativity, flexibility, and customization.  

In this article, Rob Leuty, Dana’s Director of Fixed Income, describes situations where investors with distinct goals, time horizons, or risk thresholds might find greater value by exploring investment options outside the confines of Morningstar’s Style Boxes.