A fund's Global Category is based on its Morningstar Category. The list of each Morningstar Category along with its corresponding Global Category is as follows:
Morningstar Category |
Global Category |
Aggressive Allocation |
Aggressive Allocation |
Bank Loan |
USD Fixed Income |
Bear Market |
Hedge Fund |
China Region |
Greater China Equity |
Commodities Agriculture |
Commodities Agriculture |
Commodities Broad Basket |
Commodities Broad Basket |
Commodities Energy |
Commodities Energy |
Commodities Industrial Metals |
Commodities Industrial Metals |
Commodities Miscellaneous |
Commodities Miscellaneous |
Commodities Precious Metals |
Commodities Precious Metals |
Communications |
Communications Sector Equity |
Conservative Allocation |
Conservative Allocation |
Consumer Cyclical |
Consumer Goods & Services Sector Equity |
Consumer Defensive |
Consumer Goods & Services Sector Equity |
Convertibles |
Convertibles |
Corporate Bond |
Fixed Income |
Diversified Emerging Mkts |
Emerging Markets Equity |
Diversified Pacific/Asia |
Asia Inc Japan Equity |
Emerging Markets Bond |
Emerging Markets Fixed Income |
Energy Limited Partnership |
Energy Sector Equity |
Equity Energy |
Energy Sector Equity |
Equity Precious Metals |
Precious Metals Sector Equity |
Europe Stock |
Europe Equity Large Cap |
Financial |
Financials Sector Equity |
Foreign Large Blend |
Global Equity Large Cap |
Foreign Large Growth |
Global Equity Large Cap |
Foreign Large Value |
Global Equity Large Cap |
Foreign Small/Mid Growth |
Global Equity Mid/Small Cap |
Foreign Small/Mid Value |
Global Equity Mid/Small Cap |
Global Real Estate |
Real Estate Sector Equity |
Health |
Healthcare Sector Equity |
High Yield Bond |
High Yield Fixed Income |
High Yield Muni |
USD Municipal Fixed Income |
India Equity |
India Equity |
Industrials |
Industrials Sector Equity |
Inflation-Protected Bond |
USD Fixed Income |
Intermediate Government |
USD Fixed Income |
Intermediate-Term Bond |
USD Fixed Income |
Japan Stock |
Japan Equity |
Large Blend |
US Equity Large Cap |
Large Growth |
US Equity Large Cap |
Large Value |
US Equity Large Cap |
Latin America Stock |
Latin America Equity |
Long Government |
USD Fixed Income |
Long-Term Bond |
USD Fixed Income |
Long/Short Equity |
Long/Short Equity |
Managed Futures |
Other Alternative |
Market Neutral |
Market Neutral |
Mid-Cap Blend |
US Equity Mid/Small Cap |
Mid-Cap Growth |
US Equity Mid/Small Cap |
Mid-Cap Value |
US Equity Mid/Small Cap |
Miscellaneous Region |
Other Equity |
Miscellaneous Sector |
Other Sector Equity |
Moderate Allocation |
Moderate Allocation |
Multialternative |
Multialternative |
Multicurrency |
Currency |
Multisector Bond |
USD Fixed Income |
Muni California Intermediate |
USD Municipal Fixed Income |
Muni California Long |
USD Municipal Fixed Income |
Muni Florida |
USD Municipal Fixed Income |
Muni Massachusetts |
USD Municipal Fixed Income |
Muni Minnesota |
USD Municipal Fixed Income |
Muni National Interm |
USD Municipal Fixed Income |
Muni National Long |
USD Municipal Fixed Income |
Muni National Short |
USD Municipal Fixed Income |
Muni New Jersey |
USD Municipal Fixed Income |
Muni New York Intermediate |
USD Municipal Fixed Income |
Muni New York Long |
USD Municipal Fixed Income |
Muni Ohio |
USD Municipal Fixed Income |
Muni Pennsylvania |
USD Municipal Fixed Income |
Muni Single State Interm |
USD Municipal Fixed Income |
Muni Single State Long |
USD Municipal Fixed Income |
Muni Single State Short |
USD Municipal Fixed Income |
Natural Resources |
Natural Resources Sector Equity |
Nontraditional Bond |
Other Fixed Income |
Pacific/Asia ex-Japan Stk |
Asia ex Japan Equity |
Preferred Stock |
US Fixed Income |
Real Estate |
Real Estate Sector Equity |
Retirement Income |
Target Date 2000-2020 |
Short Government |
USD Fixed Income |
Short-Term Bond |
USD Fixed Income |
Small Blend |
US Equity Mid/Small Cap |
Small Growth |
US Equity Mid/Small Cap |
Small Value |
US Equity Mid/Small Cap |
Tactical Allocation |
Moderate Allocation |
Target-Date 2000-2010 |
Target Date 2000-2020 |
Target-Date 2011-2015 |
Target Date 2000-2020 |
Target-Date 2016-2020 |
Target Date 2000-2020 |
Target-Date 2021-2025 |
Target Date 2021-2045 |
Target-Date 2026-2030 |
Target Date 2021-2045 |
Target-Date 2031-2035 |
Target Date 2021-2045 |
Target-Date 2036-2040 |
Target Date 2021-2045 |
Target-Date 2041-2045 |
Target Date 2021-2045 |
Target-Date 2046-2050 |
Target Date 2046+ |
Target-Date 2051+ |
Target Date 2046+ |
Technology |
Technology Sector Equity |
Trading-Inverse Commodities |
Trading Tools |
Trading-Inverse Debt |
Trading Tools |
Trading-Inverse Equity |
Trading Tools |
Trading-Leveraged Commodities |
Trading Tools |
Trading-Leveraged Debt |
Trading Tools |
Trading-Leveraged Equity |
Trading Tools |
Trading-Miscellaneous |
Trading Tools |
Ultrashort Bond |
USD Fixed Income |
Utilities |
Utilities Sector Equity |
Volatility |
Other Alternative |
World Allocation |
Allocation |
World Bond |
Global Fixed Income |
World Stock |
Global Equity |