Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 19 of 19 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Avantis U.S. Large Cap Value Fund Institutional Class | AVLVX | Large Value | 26.42% | 3 | 0.150% | Low | Institutional | $5M | ||
| American Century Global Real Estate Fund A Class | ARYMX | Global Real Estate | 3.97% | 60 | 1.360% | Above Average | Front Load | $2,500 | ||
| American Century Emerging Markets Fund G Class | ACADX | Diversified Emerging Mkts | 18.43% | 23 | 0.010% | Low | No Load | $0 | ||
| American Century Global Real Estate Fund I Class | ARYNX | Global Real Estate | 4.33% | 48 | 0.910% | Average | Institutional | $5M | ||
| American Century Global Real Estate Fund G Class | ACIWX | Global Real Estate | 5.16% | 30 | 0.000% | Low | No Load | $0 | ||
| Avantis® U.S. Small Cap Value Fund G Class | AVCNX | Small Value | 22.31% | 14 | 0.000% | Low | No Load | $0 | ||
| American Century Short Duration Strategic Income Fund R6 Class | ASXDX | Short-Term Bond | — | 1.74% | 8 | 0.270% | Low | Retirement, Large | $0 | |
| American Century Short Duration Strategic Income Fund R5 Class | ASDJX | Short-Term Bond | — | 1.58% | 15 | 0.320% | Below Average | Retirement, Large | $0 | |
| American Century Global Real Estate Fund R5 Class | ARYGX | Global Real Estate | 4.33% | 48 | 0.910% | Above Average | Retirement, Large | $0 | ||
| American Century Investments One Choice In Retirement Portfolio R6 Class | ARDTX | Target-Date Retirement | 5.07% | 14 | 0.410% | Average | Retirement, Large | $0 | ||
| American Century Global Real Estate Fund Y Class | ARYYX | Global Real Estate | 4.48% | 43 | 0.760% | Below Average | Institutional | $0 | ||
| American Century Global Real Estate Fund Investor Class | ARYVX | Global Real Estate | 4.19% | 53 | 1.110% | Average | No Load | $2,500 | ||
| Avantis U.S. Large Cap Value Fund G Class | ALCEX | Large Value | 26.55% | 3 | 0.000% | Low | No Load | $0 | ||
| Avantis® U.S. Small Cap Value Fund Institutional Class | AVUVX | Small Value | 22.07% | 16 | 0.250% | Low | Institutional | $5M | ||
| American Century Diversified Bond Fund G Class | ACDOX | Intermediate Core Bond | — | −0.79% | 17 | 0.010% | Low | No Load | $0 | |
| American Century Global Real Estate Fund R6 Class | ARYDX | Global Real Estate | 4.48% | 43 | 0.760% | Below Average | Retirement, Large | $0 | ||
| American Century California High Yield Municipal Fund Y Class | ACYHX | Muni California Long | — | −0.79% | 19 | 0.270% | Low | Institutional | $0 | |
| American Century California High Yield Municipal Fund I Class | BCHIX | Muni California Long | — | −0.92% | 25 | 0.300% | Low | Institutional | $5M | |
| American Century Investments One Choice In Retirement Portfolio I Class | ATTIX | Target-Date Retirement | 4.93% | 22 | 0.560% | High | Institutional | $5M |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.