Global Category

Global Category

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

Bank Loan
USD Fixed Income

Bear Market
Hedge Fund

Conservative Allocation
Conservative Allocation

Convertibles
Convertibles

Diversified Emerging Mkts
Emerging Markets Equity

Diversified Pacific/Asia
Asia Inc Japan Equity

Emerging Markets Bond
Emerging Markets Fixed Income

Europe Stock
Europe Equity Large Cap

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

High Yield Bond
High Yield Fixed Income

High Yield Muni
USD Municipal Fixed Income

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-Short
Hedge Fund

Long-Term Bond
USD Fixed Income

Mid-Cap Blend
US Equity Mid/Small Cap

Mid-Cap Growth
US Equity Mid/Small Cap

Mid-Cap Value
US Equity Mid/Small Cap

Moderate Allocation
Moderate Allocation

Multisector Bond
USD Fixed Income

Muni California Int/Sh
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 Int/Sh
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

Pacific/Asia ex-Japan Stk
Asia ex Japan Equity

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

Specialty-Communications
Other Sector Equity

Specialty-Financial
Financials Sector Equity

Specialty-Health
Healthcare Sector Equity

Specialty-Natural Res
Resources Sector Equity

Specialty-Precious Metals
Resources Sector Equity

Specialty-Real Estate
Real Estate Sector Equity

Specialty-Technology
Technology Sector Equity

Specialty-Utilities
Utilities Sector Equity

Target-Date 2000-2014
Allocation

Target-Date 2015-2029
Allocation

Target-Date 2030+
Allocation

Ultrashort Bond
USD Fixed Income

World Allocation
Allocation

World Bond
Global Fixed Income

World Stock
Global Equity