I struggle with the determination of market oriented cap in B part.How did they conclude it is market oriented?
Core = Blend = Market Oriented
Think of it as the middle spot between Growth and Value. I like to visualize this with Morningstar Style Boxes as they’re nice and simple.
The fund describes itself as a value fund, but the returns based style analysis determined that 55% of the portfolio is in Growth stocks. Clearly not a value fund. But what is it? Well, when you add up all the Growth and Value weights for each capitalization category, the balance between growth and value is 55%/45%. That’s close enough to be considered Core/Blend/Market Oriented, with a bias/tilt toward Growth.