Morningstar category risk rating

Expense Ratio (net), 0.84%. Category, Allocation--30% to 50% Equity. Last Cap Gain, 0.00. Morningstar Rating,. Morningstar Risk Rating, High.

Morningstar Analyst ratings relative to the Morningstar Category are based on the It is calculated based on a Morningstar Risk-Adjusted Return measure that  Ultra Short Duration, 6.06, 12.98, -2.91. 10 yr Government Bond, 14.30, 15.89, 12.74. Corporate Bond, 6.11, 11.46, -8.07. Credit Risk, -3.46, 8.54, -43.02. side by side with data on performance, risk, fees, ratings and asset allocation. Morningstar Rating(TM) The Morningstar Rating(TM) for funds, or "star rating", The top 10% of products in each product category receive 5 stars, the next  26 Oct 2017 Are Morningstar's ratings a good guide to mutual funds? A Wall Street Journal article argues that the company's fund ratings have no predictive 

The Morningstar Rating for funds is a measure of a fund's risk-adjusted return relative Funds are ranked within their categories according to their risk- adjusted 

The Morningstar Rating TM for funds, often called the star rating, is a purely quantitative, backward-looking measure of a fund’s past performance, measured from one to five stars. Star ratings are calculated at the end of every month. You can search for a fund to see its most recent star rating for free on Morningstar.com. The 10% of funds with the least risk in each Morningstar category earn a Low category risk rating, 22.5% earn Below Average, 35% Average, 22.5% Above Average, and 10% High. Unlike the overall Morningstar Risk statistic, category risk is calculated only for a three-year period. The Morningstar Rating for investments , commonly called the "star rating," is a measure of an investment's risk-adjusted return, relative to similar investments. Investments are rated from one to Morningstar uses the Morningstar Category as the primary peer group for a number of calculations, including percentile ranks, fund-versus-category-average comparisons, and the Morningstar Rating. The Morningstar Rating compares funds’ risk-adjusted historical returns. Morningstar Ratings are based on a bell curve distribution: 10% receive a 5-star rating, 22.5% receive a 4-star rating, 35% receive a 3-star rating, 22.5% receive a 2-star rating, and 10% receive

In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High.

Morningstar acknowledges its rating system is a quantitative measure of a fund's past performance that is not intended to accurately predict future performance. Instead, the company recommends investors use the rating system to evaluate a fund's track record compared to its peers. The standard Morningstar star rating is backwards-looking; it tells an investor which funds have performed best over a three-, five- or 10-year period.

The 10% of funds with the least risk in each Morningstar category earn a Low category risk rating, 22.5% earn Below Average, 35% Average, 22.5% Above 

The Morningstar Rating for investments , commonly called the "star rating," is a measure of an investment's risk-adjusted return, relative to similar investments. Investments are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving one star.

its Morningstar category, there is less takes into account the risk-adjusted 

Over the trailing 10-year period, Hartford Funds have outperformed their respective Morningstar category averages within multiple broad asset classes. 16 Jul 2019 Core-plus funds have more flexibility to invest in lower-rated bonds. Per the Morningstar category definition, core-plus bond funds have greater flexibility But that greater return potential is accompanied by increased risks. Morningstar rated the Value Fund among 1089, 1089, 932 and 678 Large Value funds It is calculated based on a Morningstar Risk-Adjusted Return measure that The top 10% of products in each product category receive 5 stars, the next  

In the United States, Morningstar supports 64 categories, which map into four broad asset classes (U.S. Stock, International Stock, Taxable Bond, and Municipal Bond). The primary and secondary indexes listed with each category are used in Morningstar’s tools and reports to show performance relative to a benchmark.