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 - Growth and Income, Income, Balanced, Growth
- Allocation--30% to 50% Equity - Growth and Income, Growth, Income, Balanced
- Allocation--50% to 70% Equity - Growth, Balanced, Growth and Income, Equity-Income, Income
- Allocation--70% to 85% Equity - Growth and Income, Income, Growth, Balanced, Equity-Income, Aggressive Growth
- Allocation--85%+ Equity - 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
- Consumer Cyclical – Growth and Income, Growth
- Consumer Defensive – Growth
- Corporate Bond – Growth and Income, Corporate Bond - High Quality, Corporate Bond - General, Income, Growth
- 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 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
- 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
- Intermediate Core-Plus Bond – Income, Corporate Bond - General, Growth and Income, Worldwide Bond, Corporate Bond - High Quality, Growth, Government Bond - General
- 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
- 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
- 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
- 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 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
- Utilities – Specialty - Utility, Growth and Income
- World Allocation – Growth and Income, Growth, Equity-Income, Balanced, Income, Asset Allocation, World Stock