Before applying screening criteria, selected Morningstar categories are modified to include funds with only the following Morningstar principal investment objectives:
- Aggressive Allocation: Growth, Growth and Income, Aggressive Growth, Equity-Income, Balanced, Small Company, Income
- Bank Loan: Corporate Bond - High Yield, Income, Growth and Income, Growth, Corporate Bond - General
- China Region: Pacific Stock, Growth and Income, Foreign Stock, Growth
- Communications: Specialty - Communications, Growth and Income, Growth
- Conservative Allocation: Growth and Income, Income, Balanced, Growth
- Consumer Cyclical: Growth and Income, Growth
- Consumer Defensive: Growth
- Corporate Bond: Growth and Income, Corporate Bond - High Quality, Corporate Bond - General, Income, Growth, Multisector Bond
- Diversified Emerging Mkts: Diversified Emerging Markets, Growth, Growth and Income, Foreign Stock, Small Company
- Diversified Pacific/Asia: Pacific Stock, Growth
- Emerging Markets Bond: Growth and Income, Income, Diversified Emerging Markets, Growth, Corporate Bond - General, Government Bond - General, Corporate Bond - High Yield, Government Bond - Treasury
- Equity Energy: Growth and Income, Growth, Equity-Income
- Equity Precious Metals: Specialty - Precious Metals
- Europe Stock: Europe Stock, Growth, Income, Small Company, Growth and Income
- Financial: Growth and Income, Specialty - Financial, Income, Growth
- Foreign Large Blend: Growth and Income, Foreign Stock, Growth, Equity-Income, Income
- Foreign Large Growth: Growth, Foreign Stock, Equity-Income, Growth and Income
- Foreign Large Value: Foreign Stock, Growth, Growth and Income, Equity-Income
- Foreign Small/Mid Blend: Foreign Stock, Growth, Small Company
- Foreign Small/Mid Growth: Growth, Foreign Stock, Small Company
- Foreign Small/Mid Value: Small Company, Foreign Stock, Growth and Income, Growth
- Global Aggressive Allocation: Aggressive Growth, Asset Allocation, Balanced, Equity-Income, Growth, Growth and Income, Income
- Global Conservative Allocation: Aggressive Growth, Asset Allocation, Balanced, Equity-Income, Growth, Growth and Income, Income
- Global Large-Stock Blend: Aggressive Growth, Equity-Income, Growth, Growth and Income, World Stock
- Global Large-Stock Growth: Aggressive Growth, Growth, Growth and Income, World Stock
- Global Large-Stock Value: Equity-Income, Growth, Growth and Income, Income, World Stock
- Global Moderate Allocation: Aggressive Growth, Asset Allocation, Balanced, Equity-Income, Growth, Growth and Income, Income
- Global Moderately Aggressive Allocation: Aggressive Growth, Asset Allocation, Balanced, Equity-Income, Growth, Growth and Income, Income
- Global Moderately Conservative Allocation: Aggressive Growth, Asset Allocation, Balanced, Equity-Income, Growth, Growth and Income, Income
- Global Real Estate: Specialty - Real Estate
- Health: Specialty - Health, Growth, Aggressive Growth, Growth and Income
- High Yield Bond: Corporate Bond - High Yield, Growth and Income, Income, Growth, Multisector Bond
- High Yield Muni: Municipal Bond - National, Growth and Income, Income
- India Equity: Small Company, Growth
- Industrials: Growth and Income, Growth
- Inflation-Protected Bond: Government Bond - Treasury, Growth and Income, Income, Growth, Corporate Bond - General, Government Bond - General, Corporate Bond - High Quality
- Infrastructure: Equity-Income, Growth and Income, Income
- Intermediate Core Bond: Corporate Bond - General, Income, Growth, Growth and Income, Government Bond - General, Corporate Bond - High Quality, Multisector Bond
- Intermediate Core-Plus Bond: Income, Corporate Bond - General, Growth and Income, Worldwide Bond, Corporate Bond - High Quality, Growth, Government Bond - General, Multisector Bond
- Intermediate Government: Government Bond - General, Government Bond - Treasury, Growth and Income, Income
- Japan Stock: Growth and Income, Growth
- Large Blend: Growth and Income, Growth, Equity-Income, Income, Aggressive Growth, Balanced
- Large Growth: Growth, Aggressive Growth, Growth and Income, Income, Equity-Income
- Large Value: Growth, Growth and Income, Equity-Income, Income
- Latin America Stock: Growth
- Long Government: Government Bond - General, Government Bond - Treasury, Growth and Income, Income
- Long-Term Bond: Income, Corporate Bond - High Quality, Corporate Bond - General, Growth, Growth and Income
- Mid-Cap Blend: Growth and Income, Growth, Equity-Income, Aggressive Growth
- Mid-Cap Growth: Growth, Growth and Income, Equity-Income, Aggressive Growth
- Mid-Cap Value: Growth, Income, Growth and Income, Equity-Income, Balanced
- Moderate Allocation: Growth, Balanced, Growth and Income, Equity-Income, Income
- Moderately Aggressive Allocation: Growth and Income, Income, Growth, Balanced, Equity-Income, Aggressive Growth
- Moderately Conservative Allocation: Growth and Income, Growth, Income, Balanced
- Multisector Bond: Growth and Income, Multisector Bond, Income, Growth
- Muni California Intermediate: Municipal Bond - Single State, Growth and Income
- Muni California Long: Income, Municipal Bond - Single State
- Muni Massachusetts: Municipal Bond - Single State
- Muni Minnesota: Municipal Bond - Single State
- Muni National Interm: Income, Municipal Bond - National, Growth and Income, Government Bond - General
- Muni National Long: Municipal Bond - National, Income, Growth and Income, Government Bond - General
- Muni National Short: Municipal Bond - National, Growth and Income, Income, Money Mkt - Federal Tax Exempt, Multisector Bond
- Muni New Jersey: Municipal Bond - Single State
- Muni New York Intermediate: Municipal Bond - Single State, Income, Growth and Income
- Muni New York Long: Municipal Bond - Single State
- Muni Ohio: Municipal Bond - Single State
- Muni Pennsylvania: Municipal Bond - Single State
- Muni Single State Interm: Municipal Bond - Single State
- Muni Single State Long: Municipal Bond - Single State
- Muni Single State Short: Municipal Bond - Single State, Income
- Natural Resources: Specialty - Natural Resources, Growth and Income, Growth
- Pacific/Asia ex-Japan Stk – Pacific Stock, Growth, Growth and Income
- Real Estate: Specialty - Real Estate, Growth and Income
- Short Government: Government Bond - General, Government Bond - Treasury, Growth, Income
- Short-Term Bond: Corporate Bond - High Quality, Corporate Bond - General, Income, Growth and Income, Government Bond - General, Growth, Multisector Bond
- Short-Term Inflation - Protected Bond: Government Bond - Treasury, Growth, Growth and Income, Income
- Small Blend: Growth, Growth and Income, Income, Equity-Income
- Small Growth: Small Company, Growth and Income, Growth, Aggressive Growth
- Small Value: Small Company, Growth and Income, Growth, Aggressive Growth, Equity-Income
- Tactical Allocation: Growth, Asset Allocation, Growth and Income, Income, Equity-Income, Balanced
- Target Maturity: Income, Government Bond - Treasury, Corporate Bond - General, Growth and Income, Corporate Bond - High Quality
- Target-Date 2000-2010: Asset Allocation
- Target-Date 2015: Asset Allocation
- Target-Date 2020: Asset Allocation, Growth and Income
- Target-Date 2025: Asset Allocation, Growth and Income
- Target-Date 2030: Asset Allocation, Growth and Income
- Target-Date 2035: Asset Allocation, Growth and Income
- Target-Date 2040: Asset Allocation, Growth and Income
- Target-Date 2045: Asset Allocation, Growth and Income
- Target-Date 2050: Asset Allocation, Growth and Income
- Target-Date 2055: Asset Allocation, Growth and Income
- Target-Date 2060: Asset Allocation, Growth and Income
- Target-Date 2065+: Asset Allocation, Growth and Income
- Target-Date Retirement: Asset Allocation, Growth and Income
- Technology: Specialty - Technology, Growth, Growth and Income, Equity-Income
- Ultrashort Bond: Government Bond - General, Corporate Bond - General, Income, Growth and Income, Corporate Bond - High Quality, Corporate Bond - High Yield, Government Bond - Treasury, Growth, Multisector Bond
- Utilities: Specialty - Utility, Growth and Income
