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 - 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