Category Performance

 
As on 2018-10-14
 

ALLOC

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 0.48 4.68 -8.03
Balanced Allocation 0.54 3.70 -5.42
Conservative Allocation 0.84 3.41 -1.27
Dynamic Asset Allocation 0.96 3.71 -1.56
Multi Asset Allocation 1.58 1.87 1.30
 

EQUTY

Morningstar Category Category Average Top Performer Bottom Performer
Equity - Other -5.25 2.57 -17.82
Large-Cap 0.23 6.70 -16.82
Mid-Cap -7.83 -5.25 -12.79
Multi-Cap -0.34 8.11 -9.25
 

FXINC

Morningstar Category Category Average Top Performer Bottom Performer
10 yr Government Bond 0.08 0.70 -1.16
Long Duration 1.16 3.02 -1.19
Medium to Long Duration 1.34 2.51 -1.21
Other Bond 2.77 10.79 -2.06
Short Duration 4.27 6.62 1.25
Ultra Short Duration 4.91 7.45 2.00
 

MISCL

Morningstar Category Category Average Top Performer Bottom Performer
Guaranteed Funds 2.56 8.07 -48.75
 

MNMKT

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 0.00 0.00 0.00

Disclaimer: © 2014 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein (1) include Morningstar’s confidential and proprietary information (2) may not be copied or redistributed,(3) do not constitute investment advice (4) are provided solely for information purposes (5) are not warrented to be complete, accurate or timely and (6) are drawn from fund data published on various dates. The information is provided to you at your own risk. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments can go up or down.

Top
Mutual Fund Tools
Feedback