Prospectus Summary Report

This Morningstar report summarizes performance, expenses, and fees data for each share class of every U.S. open-end fund in our database.

To access the report:

1. In the left navigation pane, click Research.  The Research area opens.

2. In the left-hand column, click Open End Funds or Hedge Funds. The Open End Funds or Hedge Funds area opens.

3. Double-click United States Mutual Funds or Global Hedge Funds to open the universe. The universe opens.

4. Locate the fund for which you want the report.

5. Select the fund by checking the box to the left of the fund name.

6. From the Action menu, point to Reports, then click Prospectus Summary. The PDF report opens in a new window. The length of the report depends on how many share classes exist for that fund.

or

1. In the left navigation pane, click Research. The Research area opens.

2. In the left-hand column, click Open End Funds. The Open End Funds area opens.

3. Double-click on United States Mutual Funds. The U.S. open-end universe opens.

4. Right-click on the fund for which you want the prospectus summary. A pop-up appears.

5. Point to Reports, then click on Prospectus Summary. The PDF report is generated.