Transcription of The Morningstar Category Classifications
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The Morningstar Category Classifications
The Morningstar Category Classifications (for portfolios available for sale in the United States) Morningstar Methodology Paper Effective june 30th, 2016 2016 Morningstar , Inc. All rights reserved. The information in this document is the property of Morningstar , Inc. Reproduction or transcription by any means, in whole or in part, without the prior written consent of Morningstar , Inc., is prohibited. The Morningstar Category Classifications | june 30, 2016 2016 Morningstar , Inc. All rights reserved. The information in this document is the property of Morningstar , Inc.
June 30, 2016 × Revised text definition of Long-Short Equity, Option Writing, Prime Money Market, Taxable Money Market, and Tax-Free Money Market. April 29, 2016 × Added Infrastructure; Emerging -Markets Local Currency Bond; Target Date 2060+; Option Writing; Long-Short Credit; Prime Money Market; Allocation—15% to 30% Equity;
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