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[PDF File]Morningstar Category for Funds Definitions For funds ...
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equity, sector equity, allocation, international equity, alternative, commodities, taxable bond, municipal bond, and money market). The category group indexes and category indexes listed with each category are used in Morningstar’s tools and reports to show performance relative to a benchmark.

MARCH 2020 Five Star Investment Ideas - PIMCO
100% (1 / 83 funds) Mark Kiesel 2012 Morningstar U.S. Fixed Income Manager of the Year Mohit Mittal Amit Arora 24 13 21 ... Municipal Bond Fund ... Five Star Investment Ideas MARCH 2020. PB075_67236 pimco.com CMR2020-0305-441825

[PDF File]Morningstar Fixed-Income Style BoxTM
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funds in the municipal and high-yield categories. Surveys for all other U.S. bond categories that lack a submission for effective duration will not be accepted. However, Morningstar accepts surveys returned with modified duration (and no effective duration provided) for non-U.S.-domiciled fixed-income funds not in a convertible-bond category.

Franklin Templeton 4- and 5-Star Rated Mutual Funds
Franklin Templeton 4- and 5-Star Rated Mutual Funds February 29, 2020 For Professional investor use only. Not to be distributed to retail investors. Not FDIC Insured May Lose Value No Bank Guarantee 17 FRANKLIN TEMPLETON FUNDS–CLASS A SHARES RECEIVED A 4- OR 5-STAR OVERALL RATING BY MORNINGSTAR AS OF FEBRUARY 29, 2020 1 Fund Name (Class A ...

APRIL 2020 Five Star Investment Ideas - PIMCO
U.S. Best Fund Over 3, 5, 10 Years International Multi-Cap Core Funds High Yield Muni High Yield Municipal Bond Fund PHMIX (162 funds) 1Yr 3Yr 5Yr 10Yr 94% (8 / 188 funds) 96% (6 / 162 funds) 95% (7 / 136 funds) 82% (17 / 97 funds) David Hammer Rachel Betton 7 7 Multisector Bond Diversified Income Fund PDIIX (271 funds) 1Yr 3Yr 5Yr 10Yr

[PDF File]The Morningstar Category Classifications
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The Morningstar Category Classifications (for portfolios available for sale in the United States) ... Municipal Bond 46 Money Market 51 . The Morningstar Category Classifications| April 29, 2016 ... Morningstar assigns categories to all types of portfolios, such as mutual funds,

[PDF File]Morningstar Quantitative Rating TM for funds Methodology
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Morningstar Quantitative Rating . TM for funds |12 July 2018 research has expanded to lee +1 312 Page 2 of 37 Philosophy of Morningstar QuantitativeRating™ for Funds. Morningstar has been ...

[PDF File]Municipal Bond Sectors - Morningstar, Inc.
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Municipal Bond Sectors Introduction Morningstar is introducing a new sector structure for tax-free income funds that more accurately reflects classification of collateral backing and use of proceeds and makes it easier to understand the decisions being

Socially Conscious Funds List - Charles Schwab
Socially Conscious Funds List First Quarter 2020 1 Socially Conscious Funds List This list is derived from Morningstar, Inc.®1 “Socially Conscious” data, which indicates if the fund identifies itself as selectively investing based on certain noneconomic principles.

[PDF File]Morningstar Fee Level U.S. Methodology
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Each of the three Morningstar Fee Levels places funds in a Morningstar category grouping. Morningstar ... High-Yield Bond 18. High-Yield Municipal 19. Inflation-Protected ... (best) to 100 (worse ...

Best municipal bond funds morningstar