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Overall Morningstar Rating

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Asset Class

Overall Morningstar Rating

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Filters

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Fund Name Symbol Style 1YR 3YR 5YR 10YR Incep. Incep. Date Overall Morningstar Rating Fact Sheet
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Morningstar Style Box

The Morningstar Style Box™ is a nine-square grid that illustrates the investment style of a security. For equity funds, a stylebox's rows and columns indicate market capitalization (small, mid, large) and investment style (value, blend, growth); for bond funds, its rows and columns indicate credit quality and/or duration (short, medium, long).

Equity Objective

Large

Mid

Small

Value

Core

Growth

Fixed Income Objective

High

Med.

Low

Short

Int.

Long

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