Total Return | -- | -- | -- | -- | 10.17 |
Category Average | -- | -- | -- | -- | 10.80 |
Assets for Each Yr* | -- | -- | -- | 0.92 | 2.43 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 10.17 | -- | -- | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$2,426 mil | $0 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | -- | 28.15 | 0.82 | Below Avg |
International Stock | -- | 19.25 | 0.94 | Below Avg |
Municipal Bond | -- | 4.81 | 0.58 | Below Avg |
Taxable Bond | -- | 32.65 | 0.60 | Very Low |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Morningstar Defensive Bond | 0.48 | -- | ||
Morningstar Total Return Bon | 0.53 | -- | ||
Morningstar Global Income | 0.58 | -- | ||
Morningstar Municipal Bond | 0.58 | -- | ||
Morningstar Unconstrained Al | 0.64 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Morningstar Alternatives | 0.96 | -- | ||
Morningstar International Eq | 0.94 | -- | ||
Morningstar US Equity | 0.82 | -- | ||
Morningstar Multisector Bond | 0.80 | -- | ||
Morningstar Unconstrained Al | 0.64 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Morningstar Alternat | George M. Douglas | 0.90 | ||
Morningstar Defensiv | Thomas H. Atteberry | 0.90 | ||
Morningstar Global I | James P. Cullen | 0.90 | ||
Morningstar Internat | Rohit Chopra | 0.90 | ||
Morningstar US Equit | Chris Bingaman | 0.90 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Morningstar Unconstr | Bertrand Cliquet | 0.60 | ||
Morningstar Municipa | Wendy Casetta | 0.70 | ||
Morningstar Multisec | Matthew J. Eagan | 0.80 | ||
Morningstar Total Re | Scott Beatty | 0.80 | ||
Morningstar Alternat | George M. Douglas | 0.90 |