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 |