1. Go to https://www.morningstar.com
a. What information does provide the Morningstar Style Box®?
b. Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating?
c. Use the information provided above (style box and ratings) to choose 3 different funds (10 different assets per fund) to prepare 3 portfolios for 3 different types of investors:
i. Aggressive