Morningstar

Morningstar

Morningstar Investments

Mutual Funds

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Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

5.21B

Investment Flows (TTM)

−249.54M

Asset Growth Rate (TTM)

−4.83%

# of Share Classes

9
Morningstar Rating # of Share Classes
1
1
3
3
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Morningstar Global Income Fund8
Morningstar Multisector Bond Fund44
Morningstar Defensive Bond Fund36
Morningstar Municipal Bond Fund36
Morningstar Global Opportunistic Equity Fund49
View All 5-Star Standouts

Exchange-Traded Funds

View All Morningstar ETFs
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 0
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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