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The Morningstar Category Classifications
Allocation Allocation--50% to 70% Equity 20 Allocation Allocation--70% to 85% Equity 20 Allocation Allocation--85%+ Equity 21 Allocation Convertibles 21 Allocation World Allocation 21 Allocation Tactical Allocation 22 Allocation Target-Date 2000-2010 22 Allocation Target-Date 2015 22 Allocation Target-Date 2020 23
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Share Class Types - Morningstar, Inc.
morningstardirect.morningstar.comclasses are A (front-end load), B (deferred fees), C (no sales charge and a relatively high annual 12b-1 fee). Multi-class funds hold the same investment portfolio for all classes, and differ only in their surrounding fee structure. A . Funds that have lower investment minimums and carry a front-load to pay the advisors' sales commission.
QuickStart Guide to Morningstar Direct
morningstardirect.morningstar.com4. In the left-hand navigation pane, select Publications. 5. On the Publications page, click a tile related to either equity or credit research. 6. Click an article to read it. The Publications page offers a number of tiles related to equity and credit research. Click the name of an article to read it.
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