Broad Asset Class

A group of similar funds that invest in specific regions or a diversified mix of international stocks. Equity funds with 40% or more of their equity holdings in foreign stocks (on average over three years) are placed in the international equity class. Funds in the following categories are assigned to this broad asset class: Specialty Precious Metals, Foreign Stock, World Stock, Europe Stock, Diversified Pacific/Asia, Pacific/Asia ex-Japan Stock, Japan Stock, Diversified Emerging Markets, Latin America Stock, International Hybrid.

A group of similar funds that all invest in municipal bond securities. These funds may invest nationally, or they may invest primarily in one single state. Funds in the following categories are assigned to this broad asset class: Muni National Long, Muni National Interm, Muni Short, Muni Single State Long, Muni Single State Interm, Muni New York Long, Muni New York Interm, Muni California Long, Muni California Interm.

A group of similar funds that invest primarily in fixed-income securities. Funds in the following categories are assigned to this broad asset class: Long-Term Government, Intermediate-Term Government, Short-Term Government, Long-Term Bond, Intermediate-Term Bond, Short-Term Bond, Ultrashort Bond, International Bond, High Yield Bond, Emerging Markets Bond and Multisector Bond.

A group of similar funds that primarily invest in US stocks. Funds in the following categories are assigned to the domestic equity broad asset class: Large Value, Large Blend, Large Growth, Mid-Cap Value, Mid-Cap Blend, Mid-Cap Growth, Small Value, Small Blend, Small Growth, Specialty Natural Resources, Specialty Technology, Specialty Utilities, Specialty Health, Specialty Financial, Specialty Real Estate, Specalty Communications, Domestic Hybrid and Convertibles.