Morningstar Principal Investment Objectives

Before applying screening criteria, selected Morningstar categories are modified to include funds with only the following Morningstar principal investment objectives:

  • Allocation – 15% to 30% Equity – Balanced, Equity Income, Growth, Growth & Income, and Income
  • Allocation – 30% to 50% Equity – Balanced, Equity Income, Growth, Growth & Income, and Income
  • Allocation – 50% to 70% Equity – Balanced, Equity Income, Growth, Growth & Income, and Income
  • Allocation – 70% to 85% Equity – Aggressive Growth, Balanced, Growth, and Growth & Income
  • Allocation – 85%+ Equity – Aggressive Growth, Balanced, Growth, and Growth & Income
  • China Region - Aggressive Growth, Equity Income, Growth, Growth and Income, Income, and Small Company
  • Communications - Specialty - Communications
  • Consumer Cyclical - Specialty - Unaligned
  • Consumer Defensive - Specialty - Unaligned
  • Convertibles - Convertible Bond
  • Diversified Emerging Mkts - Aggressive Growth, Diversified Emerging Markets, Equity Income, Growth, Growth and Income, Income, and Small Company
  • Diversified Pacific/Asia - Aggressive Growth, Equity Income, Growth, Growth and Income, Income, Pacific Stock, and Small Company
  • Emerging Markets Bond - Corporate Bond–General, Corporate Bond–High Quality, Corporate Bond–High Yield, Diversified Emerging Markets, Growth and Income, and Income
  • Equity Energy - Specialty - Unaligned
  • Equity Precious Metals - Specialty - Precious Metals
  • Europe Stock - Aggressive Growth, Equity Income, Europe Stock, Growth, Growth and Income, and Income
  • Financial - Specialty - Financial
  • Foreign Large Blend - Aggressive Growth, Equity Income, Foreign Stock, Growth, Growth and Income, and Income
  • Foreign Large Growth - Aggressive Growth, Equity Income, Foreign Stock, Growth, Growth and Income, and Income
  • Foreign Large Value - Equity Income, Foreign Stock, Growth, Growth and Income, and Income
  • Foreign Small/Mid Blend - Aggressive Growth, Equity Income, Foreign Stock, Growth, Growth and Income, Income, and Small Company
  • Foreign Small/Mid Growth - Aggressive Growth, Equity Income, Foreign Stock, Growth, Growth and Income, Income, and Small Company
  • Foreign Small/Mid Value - Equity Income, Foreign Stock, Growth, Growth and Income, Income, and Small Company
  • Global Real Estate - Equity Income, Growth, Growth and Income, Income, and Specialty - Real Estate
  • Health - Specialty - Health
  • High Yield Bond - Convertible Bond, Corporate Bond - General, Corporate Bond - High Yield, Growth, Growth and Income, and Income
  • High Yield Muni - Growth, Growth and Income, Income, Municipal Bond - California, Municipal Bond - National, Municipal Bond - New York, and Municipal Bond - Single State
  • India Equity - Aggressive Growth, Equity Income, Growth, Growth and Income, Income, and Small Company
  • Industrials - Specialty - Unaligned
  • Inflation-Protected Bond - Government Bond - General, Government Bond - Treasury, Growth and Income, and Income
  • Intermediate Government - Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, Growth and Income, and Income
  • Intermediate-Term Bond - Corporate Bond - General, Corporate Bond - High Quality, Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, Growth and Income, Income, and MultiSector Bond
  • Japan Stock - Aggressive Growth, Equity Income, Growth, Growth and Income, Income, and Small Company
  • Large Blend - Aggressive Growth, Equity-Income, Growth, Growth and Income, and Income
  • Large Growth - Aggressive Growth, Equity-Income, Growth, Growth and Income, and Income
  • Large Value - Equity-Income, Growth, Growth and Income, and Income
  • Latin America Stock - Aggressive Growth, Equity Income, Growth, Growth and Income, Income, and Small Company
  • Long Government - Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, Growth and Income, and Income
  • Long-Term Bond - Corporate Bond - General, Corporate Bond - High Quality, Corporate Bond - High Yield, Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, Growth and Income, and Income
  • Mid-Cap Blend - Aggressive Growth, Equity-Income, Growth, Growth and Income, Income, and Aggressive Growth
  • Mid-Cap Growth - Aggressive Growth, Equity-Income, Growth, Growth and Income, and Income
  • Mid-Cap Value - Equity-Income, Growth, Growth and Income, and Income
  • Multisector Bond - Growth, Growth and Income, Income, and Multisector Bond
  • Muni California Intermediate - Growth and Income, Income, Municipal Bond - California, and Municipal Bond - Single State
  • Muni California Long - Growth and Income, Income, Municipal Bond - California, and Municipal Bond - Single State
  • Muni Massachusetts - Growth and Income, Income, and Municipal Bond - Single State
  • Muni Minnesota - Growth and Income, Income, and Municipal Bond - Single State
  • Muni National Interm - Growth and Income, Income, and Municipal Bond - National
  • Muni National Long - Growth and Income, Income, and Municipal Bond - National
  • Muni National Short - Income and Municipal Bond - National
  • Muni New Jersey - Growth and Income, Income, and Municipal Bond - Single State
  • Muni New York Intermediate - Growth and Income, Income, Municipal Bond - New York, and Municipal Bond - Single State
  • Muni New York Long - Growth and Income, Income, Municipal Bond - New York, and Municipal Bond - Single State
  • Muni Ohio - Growth and Income, Income, and Municipal Bond - Single State
  • Muni Pennsylvania - Growth and Income, Income, and Municipal Bond - Single State
  • Muni Single State Interm - Growth and Income, Income, and Municipal Bond - Single State
  • Muni Single State Long - Growth and Income, Income, and Municipal Bond - Single State
  • Muni Single State Short - Income and Municipal Bond - Single State
  • Natural Resources - Specialty - Natural Resources
  • Pacific/Asia ex-Japan Stk - Aggressive Growth, Equity Income, Growth, Growth and Income, Income, Pacific Stock, and Small Company
  • Real Estate - Equity Income, Growth, Growth and Income, Income, and Specialty - Real Estate
  • Retirement Income - Asset Allocation, Balanced, Equity Income, Growth and Income, and Income
  • Short Government - Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, Growth and Income, and Income
  • Short-Term Bond - Corporate Bond - General, Corporate Bond - High Quality, Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, Growth and Income, and Income
  • Small Blend - Aggressive Growth, Equity-Income, Growth, Growth and Income, Income, and Small Company
  • Small Growth - Aggressive Growth, Equity-Income, Growth, Growth and Income, Income, and Small Company
  • Small Value - Equity-Income, Growth, Growth and Income, Income, and Small Company
  • Tax-Free Money Market - Tax - Free Money Market
  • Technology - Specialty - Technology
  • Ultrashort Bond - Corporate Bond - General, Corporate Bond - High Quality, Government Bond - ARM, Government Bond - General, Government Bond - Mortgage, Government Bond - Treasury, and Income
  • Utilities - Specialty - Utility
  • World Allocation - Aggressive Growth, Asset Allocation, Balanced, Equity Income, Growth, Growth and Income, Income, and Multi-Asset Global
  • World Bond - Growth and Income, Income, Multisector Bond, and Worldwide Bond
  • World Stock - Aggressive Growth, Equity-Income, Growth, Growth and Income, Income, Small Company, and World Stock