Category Performance

 
As on 2021-10-17
 

ALLOC

Morningstar Category Category Average Top Performer Bottom Performer
Aggressive Allocation 40.54 54.01 25.04
Balanced Allocation 26.62 44.33 7.43
Conservative Allocation 15.69 41.26 1.42
Dynamic Asset Allocation 16.55 33.01 0.81
Group Allocation 17.95 34.77 0.00
 

EQUTY

Morningstar Category Category Average Top Performer Bottom Performer
Equity - Other 68.14 117.86 38.30
Group Equity 58.95 109.61 0.00
Large-Cap 53.91 68.85 43.68
Mid-Cap 76.81 94.10 59.76
Multi-Cap 57.36 77.91 31.87
 

FXINC

Morningstar Category Category Average Top Performer Bottom Performer
Government Bond 3.76 4.94 3.17
Group Bond 3.67 14.34 0.00
Long Duration 4.67 4.73 4.61
Low Duration 3.52 4.19 2.85
Medium to Long Duration 3.93 7.80 1.33
Money Market 2.87 2.87 2.87
Other Bond 4.44 13.36 0.00
Short Duration 3.48 5.04 1.97
Ultra Short Duration 2.79 4.20 0.89
 

MISCL

Morningstar Category Category Average Top Performer Bottom Performer
Guaranteed Funds 7.14 58.86 -1.75
 

MNMKT

Morningstar Category Category Average Top Performer Bottom Performer
Liquid 1.89 2.19 1.59

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
Ask Morningstar
Feedback