Morningstar

Morningstar

Morningstar Investments

Mutual Funds

View All Morningstar Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

4.85 Bil

Investment Flows (TTM)

−272.12 Mil

Asset Growth Rate (TTM)

−6.07%

# of Share Classes

9
Morningstar Rating # of Share Classes
1
1
2
5
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Morningstar Global Opportunistic Equity6
Morningstar Defensive Bond18
Morningstar Municipal Bond35
Morningstar Alternatives44
Morningstar International Equity72
View All 5-Star Standouts

Morningstar Mentions

Unpacking the Morningstar Rating for stocks, the Morningstar Economic Moat Rating, and other metrics for evaluating stocks.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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