Morningstar Category This is a proprietary Morningstar data point. While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. Cutting plotter drivers software.

A category is a group of things that share some commonality. Think of the game show 'Jeopardy!,' and how each column is a different category of questions — like 'Literary Characters' or 'Potent Potables.' The second point in this category is own cousin to the above. They belong entirely to the category of what is wise to realize good. D--n the rogues; I thought at one time they had me in a category!

We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio. Definitions for all Morningstar categories can be.