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What information does provide the Morningstar Style Box? Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this

What information does provide the Morningstar Style Box?

Morningstar assigns a Rating to each Mutual Fund. What are the criteria they use to assign this rating?

Use the information provided above (style box and ratings) to choose 2 different mutual funds/ETFs (3 funds/ETFs per each portfolio) to prepare 2 portfolios for 2 different types of investors:

Aggressive

Conservative

The total amount to invest in each portfolio is 1.000.000.

In half a page for each portfolio, explain:

The rationale behind choosing the given funds/ETFs per each portfolio

The criteria chosen to build each portfolio

Follow up the prices for all 2 portfolios for a week. Calculate the return for each portfolio at the end of the week. Explain your results.

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