Broad Category Group

A term used to group funds with similar categories and investing styles; can be used for a more broad-based analysis. The broad category group is determined by the investment's Morningstar Category assignment.

 

Morningstar Category Broad Category Group Currency ID
10 Year Target Date Portfolio Allocation CAD
15 Year Target Date Portfolio Allocation CAD
15+ Year Target Date Portfolio Allocation CAD
5 Year Target Date Portfolio Allocation CAD
Allocation Funds Allocation CNY
Alternative - Australia Agricultural Alternative AUD
Alternative - Australia Hedge Funds Alternative AUD
Alternative - Australia Infrastructure Alternative AUD
Alternative - Australia Long/Short Alternative AUD
Alternative - Australia Private Equity Alternative AUD
Alternative - Global Hedge Funds Alternative AUD
Alternative - Global Long/Short Alternative AUD
Asia Balanced Allocation USD
Asia Bond Fixed Income USD
Asia Pacific Rim Equity Equity CAD
Asia Pacific Rim ex-Japan Equity Equity CAD
Asia/Japan Convertible Bond Allocation USD
Asian Equity Equity CAD
Asia-Pacific ex-Japan Equity Equity USD
Asia-Pacific with Japan Equity Equity USD
AUD Bond and Cash Fixed Income USD
Australia & New Zealand Equity Equity USD
Australian Bonds - Diversified Fixed Income AUD
Austria Equity Equity EUR
Balanced Allocation CAD
Balanced - Conservative Allocation Allocation USD
Balanced - Moderate Alloc (clsd end) Allocation USD
Balanced - Moderate Allocation Allocation USD
Bank Loan Fixed Income USD
Bear Market Alternative USD
Belgium Equity Equity EUR
CAD Bond and Cash Fixed Income USD
Canada Equity Equity USD
Canadian Anchored Equity Equity CAD
Canadian Anchored Small/Mid Cap Equity Equity CAD
Canadian Bond Fixed Income CAD
Canadian Core Fixed Income Fixed Income CAD
Canadian Equity Equity CAD
Canadian Equity Equity CAD
Canadian Equity (Pure) Equity CAD
Canadian Equity Tilt Portfolio Equity CAD
Canadian Fixed Income Tilt Portfolio Fixed Income CAD
Canadian High Income Equity Equity CAD
Canadian Inflation-Protected Fixed Inc Fixed Income CAD
Canadian Long Duration Fixed Income Fixed Income CAD
Canadian Money Market Money Market CAD
Canadian Mortgage Fixed Income CAD
Canadian Neutral Portfolio Alternative CAD
Canadian Portfolio Allocation CAD
Canadian Short Duration Fixed Income Fixed Income CAD
Canadian Small Cap Equity Equity CAD
Canadian Small/Mid Cap Equity Equity CAD
Canadian-American Equity Equity CAD
Capital Protected Alternative USD
CHF Aggressive Balanced Allocation CHF
CHF Balanced Allocation NULL
CHF Bond Fixed Income CHF
CHF Cautious Balanced Allocation CHF
CHF Global Bond Fixed Income CHF
CHF Money Market Money Market CHF
China Equity Equity USD
Closed-end Funds Allocation CNY
Conservative Allocation Allocation USD
Conservative Allocation Fund Allocation CNY
Convertible Arbitrage Alternative USD
Convertible Arbitrage Hedge Alternative CAD
Convertible Bond Allocation NULL
Convertibles Allocation USD
Corporate Event Driven Alternative USD
Corporate Event Driven Hedge Alternative CAD
Denmark Equity Equity DKK
Distressed Companies Alternative USD
Distressed Companies Hedge Alternative CAD
Diversified Emerging Mkts Equity USD
Diversified Pacific/Asia Equity USD
DKK Balanced Allocation DKK
DKK Bonds Fixed Income DKK
DKK Money Market Money Market DKK
DKK Short Bonds Fixed Income DKK
Dollar Balanced Allocation USD
Dollar Diversified Bond Fixed Income USD
Dollar Global Bond Fixed Income USD
Dollar Government Bond Fixed Income USD
Dollar High Yield Bond Fixed Income USD
Dollar Money Market Money Market USD
Dollar Short Bond Fixed Income USD
Dollar/Global Convertible Bond Allocation USD
Emerging Asia Single Country Equity Equity USD
Emerging Europe Bond Fixed Income EUR
Emerging Europe Equity Equity EUR
Emerging Europe ex-Russia Equity Equity EUR
Emerging Markets Alternative USD
Emerging Markets Bond Fixed Income USD
Emerging Markets Bond Fixed Income USD
Emerging Markets Equity Equity CAD
Emerging Markets Equity Equity USD
Emerging Markets Hedge Alternative CAD
Equity Emerging Markets Equity AUD
Equity Funds Equity CNY
Equity Net Long Exposure Alternative USD
Equity Net Long Hedge Alternative CAD
Equity Net Neutral Exposu Alternative USD
Equity Net Neutral Hedge Alternative CAD
Equity Net Short Exposure Alternative USD
Equity Net Short Hedge Alternative CAD
Equity Region Asia Pacific w/o Japan Equity AUD
Equity Region Australia General Equity AUD
Equity Region Australia Large Blend Equity AUD
Equity Region Australia Large Geared Equity AUD
Equity Region Australia Large Growth Equity AUD
Equity Region Australia Large Value Equity AUD
Equity Region Australia Mid/Small Blend Equity AUD
Equity Region Australia Mid/Small Growth Equity AUD
Equity Region Australia Mid/Small Value Equity AUD
Equity Region Europe Equity AUD
Equity Region Japan Equity AUD
Equity Region North America Equity AUD
Equity Sector Australia - Natural Resources Equity AUD
Equity Sector Australia Real Estate Equity AUD
Equity Sector Global - Real Estate Equity AUD
Equity Sector Global - Technology Equity AUD
Equity Variable Exposure Alternative USD
Equity Variable Hedge Alternative CAD
Equity World / Australia Equity AUD
Equity World General Equity AUD
Equity World Large Blend Equity AUD
Equity World Large Growth Equity AUD
Equity World Large Value Equity AUD
Equity World Mid/Small Blend Equity AUD
Equity World Mid/Small Growth Equity AUD
Equity World Mid/Small Value Equity AUD
Euro Absolute Return Alternative EUR
Euro Aggressive Balanced Allocation EUR
Euro Cautious Balanced Allocation EUR
Euro Convertible Bond Allocation EUR
Euro Diversified Bond Fixed Income EUR
Euro Global Bond Fixed Income EUR
Euro Global Bond - Hedged Fixed Income EUR
Euro Government Bond Fixed Income EUR
Euro High Yield Bond Fixed Income EUR
Euro Inflation Linked Bond Fixed Income EUR
Euro Long Bond Fixed Income EUR
Euro Moderate Balanced Allocation EUR
Euro Money Market, Stable Money Market EUR
Euro Money Mkt, Dynamic Money Market EUR
Euro Short Bond Fixed Income EUR
Europe ex-UK Equity Large Cap Equity EUR
Europe ex-UK Small/Mid Cap Equity EUR
Europe Large-Cap Blend Equity Equity EUR
Europe Large-Cap Growth Equity Equity EUR
Europe Large-Cap Value Equity Equity EUR
Europe Mid-Cap Equity Equity EUR
Europe Small-Cap Equity Equity EUR
Europe Stock Equity USD
European Bond Fixed Income EUR
European Equity Equity CAD
Eurozone Large-Cap Equity Equity EUR
Eurozone Mid-Cap Equity Equity EUR
Eurozone Single Country Equity Equity EUR
Eurozone Small-Cap Equity Equity EUR
Financial Services Equity Equity CAD
Finland Equity Equity EUR
Fixed Income Arbitrage Hedge Alternative CAD
Fixed Income Funds Fixed Income CNY
Fixed Income: Arbitrage Alternative USD
FMP Multisector Bond Fixed Income USD
FMP Multisector Bond (clsd end) Fixed Income USD
FMP Short-term Bond Fixed Income USD
FMP Short-term Bond (clsd end) Fixed Income USD
FMP Ultrashort Bond Fixed Income USD
FMP Ultrashort Bond (clsd end) Fixed Income USD
Foreign Bond Fixed Income CAD
Foreign Large Blend Equity USD
Foreign Large Growth Equity USD
Foreign Large Value Equity USD
Foreign Small/Mid Growth Equity USD
Foreign Small/Mid Value Equity USD
France Large-Cap Equity Equity EUR
France Small/Mid-Cap Equity Equity EUR
Fund of Funds Alternative USD
Fund of Funds Hedge Alternative CAD
Germany Small/Mid-Cap Equity Equity EUR
Germany-Large Cap Equity Equity EUR
Global Bond - Diversified Fixed Income AUD
Global Equity Equity CAD
Global Equity Small/Mid Cap Equity USD
Global Equity Tilt Portfolio Equity CAD
Global Fixed Income Fixed Income CAD
Global Fixed Income Tilt Portfolio Fixed Income CAD
Global High Yield Bond NULL USD
Global Large-Cap Blend Equity Equity USD
Global Large-Cap Growth Equity Equity USD
Global Large-Cap Value Equity Equity USD
Global Macro Alternative USD
Global Macro Hedge Alternative CAD
Global Neutral Portfolio Alternative CAD
Global Portfolio Allocation CAD
Global Small/Mid Cap Equity Equity CAD
Greater China Equity Equity USD
Guaranteed Funds Alternative EUR
Guaranteed Funds Alternative CNY
Health Care Equity Equity CAD
High Yield Bond Fixed Income USD
High Yield Fixed Income Fixed Income CAD
High Yield Muni US Municipal Fixed Income USD
Hong Kong Equity Equity USD
Hybrid Income Fixed Income AUD
India Equity Equity USD
Inflation-Protected Bond Fixed Income USD
Intermediate Government Fixed Income USD
Intermediate Government Fixed Income USD
Intermediate-Term Bond Fixed Income USD
International Equity Equity CAD
Italy Equity Equity EUR
Japan Large-Cap Equity Equity JPY
Japan Small/Mid-Cap Equity Equity JPY
Japan Stock Equity USD
Japanese Equity Equity CAD
JPY Bond Fixed Income JPY
Korea Equity Equity USD
Large Blend Equity USD
Large Cap Equity USD
Large Cap Equity USD
Large Growth Equity USD
Large Value Equity USD
Latin America Equity Equity USD
Latin America Stock Equity USD
Liquid Money Market USD
Long Government Fixed Income USD
Long Government Fixed Income USD
Long-Short Alternative USD
Long-Short Funds Alternative EUR
Long-Term Bond Fixed Income USD
Managed Futures Alternative USD
Managed Futures Hedge Alternative CAD
Merger Arbitrage Alternative USD
Merger Arbitrage Hedge Alternative CAD
Mid-Cap Blend Equity USD
Mid-Cap Growth Equity USD
Mid-Cap Value Equity USD
Miscellaneous Alternative AUD
Moderate Allocation Allocation USD
Moderate Allocation Fund Allocation CNY
Money Market Funds Money Market CNY
Money Market Tax Free Money Market USD
Money Market Taxable Money Market USD
Mortgages Fixed Income AUD
Multi Strategy Alternative USD
Multi Strategy Hedge Alternative CAD
Multisector - Aggressive Allocation AUD
Multisector - Balanced Allocation AUD
Multisector - Conservative Allocation AUD
Multisector - Growth Allocation AUD
Multisector - Moderate Allocation AUD
Multisector Bond Fixed Income USD
Multisector Bond Fixed Income USD
Multisector Bond (clsd end) Fixed Income USD
Muni California Int/Sh US Municipal Fixed Income USD
Muni California Long US Municipal Fixed Income USD
Muni Florida US Municipal Fixed Income USD
Muni Massachusetts US Municipal Fixed Income USD
Muni Minnesota US Municipal Fixed Income USD
Muni National Interm US Municipal Fixed Income USD
Muni National Long US Municipal Fixed Income USD
Muni National Short US Municipal Fixed Income USD
Muni New Jersey US Municipal Fixed Income USD
Muni New York Int/Sh US Municipal Fixed Income USD
Muni New York Long US Municipal Fixed Income USD
Muni Ohio US Municipal Fixed Income USD
Muni Pennsylvania US Municipal Fixed Income USD
Muni Single State Interm US Municipal Fixed Income USD
Muni Single State Long US Municipal Fixed Income USD
Muni Single State Short US Municipal Fixed Income USD
Natural Resources Equity Equity CAD
Netherlands Equity Equity EUR
NOK Balanced Allocation NOK
NOK Bonds Fixed Income NOK
NOK Money Market Money Market NOK
NOK Short Bonds Fixed Income NOK
Non-Euro Absolute Return Alternative GBP
Non-Euro Inflation Linked Bond Fixed Income USD
Nordic Equity Equity SEK
Norway Equity Equity NOK
Other Alternative NULL
Other Bond Fund Fixed Income CNY
Pacific/Asia ex-Japan Stk Equity USD
Precious Metals Equity Equity CAD
Real Estate Equity CAD
Real Estate Equity Equity CAD
Relative Value Arbitrage Alternative USD
Relative Value Arbitrage Hedge Alternative CAD
Reserve Backed Fixed Income AUD
Retail Venture Capital Alternative CAD
Russia Equity Equity USD
Science & Technology Equity Equity CAD
Sector Equity Biotechnology Equity USD
Sector Equity Communications Equity USD
Sector Equity Consumer Goods and Services Equity USD
Sector Equity Energy Equity USD
Sector Equity Financial Services Equity USD
Sector Equity Health Care Equity USD
Sector Equity Industrial Materials Equity USD
Sector Equity Other Equity USD
Sector Equity Precious Metals Equity USD
Sector Equity Real Estate Direct Equity USD
Sector Equity Real Estate Indirect Equity USD
Sector Equity Technology Equity USD
Sector Equity Utilities Equity USD
SEK Aggressive Balanced Allocation SEK
SEK Balanced Allocation NULL
SEK Bonds Fixed Income SEK
SEK Cautious Balanced Allocation SEK
SEK Money Market Money Market SEK
SEK Short Bonds Fixed Income SEK
Short Government Fixed Income USD
Short Government Fixed Income USD
Short-Term Bond Fixed Income USD
Short-term Bond Fixed Income USD
Short-term Bond (clsd end) Fixed Income USD
Short-Term Bond Fund Fixed Income CNY
Singapore Equity Equity USD
Small Blend Equity USD
Small Growth Equity USD
Small Value Equity USD
Small/Mid Cap Equity USD
Spain Equity Equity EUR
Specialty Alternative CAD
Specialty - Health Equity USD
Specialty - Tech Equity USD
Specialty Australian Bonds - Cash Fixed Income AUD
Specialty Australian Bonds - Cash Enhanced Fixed Income AUD
Specialty Australian Bonds - High Yield Fixed Income AUD
Specialty or Miscellaneous Equity CAD
Specialty-Communications Equity USD
Specialty-Financial Equity USD
Specialty-Health Equity USD
Specialty-Natural Res Equity USD
Specialty-Precious Metals Equity USD
Specialty-Real Estate Equity USD
Specialty-Technology Equity USD
Specialty-Utilities Equity USD
Stable Value Alternative USD
Sterling Aggressive Balanced Allocation GBP
Sterling Balanced Allocation NULL
Sterling Cautious Balanced Allocation GBP
Sterling Diversified Bond Fixed Income GBP
Sterling Global Bond Fixed Income GBP
Sterling Government Bond Fixed Income GBP
Sterling High Yield Bond Fixed Income GBP
Sterling Money Market Money Market GBP
Sweden Large-Cap Equity Equity SEK
Sweden Small/Mid-Cap Equity Equity SEK
Sweden/Global Equity Equity SEK
Switzerland Large-Cap Equity Equity CHF
Switzerland Small/Mid-Cap Equity Equity CHF
Taiwan Balanced Allocation USD
Taiwan Bond Fixed Income USD
Taiwan Equity Equity USD
Target Date 2000-2014 Allocation EUR
Target Date 2015+ Allocation EUR
Target-Date 2000-2014 Allocation USD
Target-Date 2015-2029 Allocation USD
Target-Date 2030+ Allocation USD
U.S. Large-Cap Blend Equity Equity USD
U.S. Large-Cap Growth Equity Equity USD
U.S. Large-Cap Value Equity Equity USD
U.S. Mid-Cap Equity Equity USD
U.S. Small-Cap Equity Equity USD
UK Large-Cap Blend Equity Equity GBP
UK Large-Cap Growth Equity Equity GBP
UK Large-Cap Value Equity Equity GBP
UK Mid-Cap Equity Equity GBP
UK Small-Cap Equity Equity GBP
Ultrashort Bond Fixed Income USD
Ultrashort Bond Fixed Income USD
Ultrashort Bond (clsd end) Fixed Income USD
Unlisted and Direct Property - Australia Equity AUD
Unlisted and Direct Property - Global Equity AUD
US Equity Equity CAD
US Money Market Money Market USD
US Small/Mid Cap Equity Equity CAD
World Allocation Allocation USD
World Bond Fixed Income USD
World Stock Equity USD
World/Australian Bonds Fixed Income AUD