Fixed Income Style Box

Posted in Finance, Accounting and Economics Terms, Total Reads: 210

Definition: Fixed Income Style Box

Fixed Income Style Box is a matrix that provides a graphical representation of the investment style and risks of the given portfolio consisting of stocks and mutual funds.

For stocks and stock funds, it classifies securities according to market capitalization (the vertical axis) and growth and value factors (the horizontal axis). Fixed income funds are classified according to credit quality (the vertical axis) and sensitivity to changes in interest rates (the horizontal axis).

                     Maturity Category

Credit Quality Category

Short Term

Intermediate Term

Long Term

High (AAA – AA)




Medium (A – BBB)




Low (BB – C)




The above table shows a fixed income style box.


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