WebMorningstar category EAA Fund USD Moderate Allocation Appropriate term Minimum 3 - 5 years Market value Inception date 15 July 2013 ... Period Portfolio Performance Indicator Morningstar category 1 year pa 3 Years pa 5 Years pa 7 Years pa Since Inception Lowest 1 year return Highest 1 year return-4.0% -8.7% -7.3% 6.9% 4.5% 1.7% WebMorningstar US Tsy & Gv Bd TR USD EAA Fund USD High Yield Bond EUCA000583 F000011CVU Morningstar US HY Bd TR USD EAA Fund USD Inflation-Linked Bond EUCA000767 F0000119HE Morningstar US TIPS TR EUR EAA Fund CHF Money Market EUCA000575 F000011PQE Morningstar Swzld Cash GR CHF EAA Fund EUR Money …
Morningstar Fund Research Morningstar
WebJul 25, 2024 · Morningstar® Category Definitions. The Morningstar Category classification system is a valuable referencing system to make fund selection efficient. The Morningstar Category™ classification system for funds lets institutions, advisers and investors effectively compare like funds. We group funds which can be reasonably … WebAggressive Allocation Category. Aggressive-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than moderate-allocation portfolios. ph water temperature
Fund Category Performance: Total Returns - Morningstar
WebThe Morningstar Category™ classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. Morningstar found that the … WebMorningstar Indexes has no influence over the creation or maintenance of the Morningstar Category definitions. Definitions EUR EUR Aggressive Allocation EUR Aggressive … WebCategory Benchmark: Morningstar EAA USD Mod Tgt ... 06/04/2024 USD 14.40: Day Change 0.13% Morningstar Category™ USD Moderate Allocation ... ph water tester for marijuana plants