Model Portfolio Exposure/Allocation

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How do you define the market cap categories?

  • Giant Cap: Greater than 40 billion
  • Large: Greater than 8 billion but less than or equal to 40 billion
  • Medium: Greater than 1 billion but less than or equal to 8 billion
  • Small: Greater than or equal 500 million but less than or equal to 1 billion
  • Micro: Less than 500 million
  • How do you define the region exposure for stocks?

    We map the stock’s HQ country code to the corresponding Morningstar super region, using Morningstar’s Country-Region list. You can find an overview here.

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