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