Morningstar Proxy

The following securities are used as proxies in Morningstar Advisor Worstation Morningstar Office:                        

Proxy Name

Underlying Security

 SecId 

Security Type

Cash: 3 Month T-bill

USTREAS T-Bill Auction Ave 3 Mon

XIUSA000OC

Index

Cash: Money Market - Taxable

Money Market Taxable

 $FMCA$TM$$

Category

Cash: Money Market - Muni

Money Market Tax Free

$FMCA$TF$$

Category

Muni Bond

Barclays Municipal TR USD

XIUSA000MO

Index

Taxable Bond:Short

Barclays Government 1-3 Yr TR USD

XIUSA000BN 

Index

Taxable Bond: Intermediate

Barclays US Agg Bond TR USD

XIUSA000MC

Index

Taxable Bond: Long

Barclays US Govt/Credit Long TR USD

XIUSA000BM

Index

Real Estate

DJ US Real Estate TR USD

XIUSA000P1

Index