Basic Search

To run a basic search on Open End Funds, VA/L Policies or Subaccounts, Closed-End Funds, ETFs, Separate Accounts/CITs, or Unit Investment Trusts, you can adjust the following options:

Basic

  1. In the Morningstar Rating Overall section, click on the minimum number of stars for which you want to search. Click Reset to clear your selection.

  2. Click the Morningstar Category to select the desired category.

  3. Click the Share Class Type drop-down and select the share class for which you want to search.

  4. Check the Old Shr. Class box if you want to search for the oldest share class.

  5. Drag the Net Expense Ratio sliders to select a range within which to search. Click Show All to clear your selection.

  6. Drag the 12 Month Yield slider to select a minimum percentage yield for which to search. The number appears above the slider. Click Show All to clear your selection.

  7. Drag the Manager Tenure (Average) sliders to select a range within which to search. The selected numbers appear above the sliders. Click Show All to clear your selection.

  8. Click the Inception Date drop-downs to select an operator and a date.

  9. In the Closed to All Investors area, click the Yes or No radio button. Click Reset to clear your selection.

  10. In the Closed to New Investors area, click the Yes or No radio button. Click Reset to clear your selection.

Performance

  1. Drag the 3 Year Return sliders to select a range within which to search. The numbers appear above the sliders. Click Show All to clear your selection.

  2. Drag the 3 Year Std Dev sliders to select a range within which to search. The numbers appear above the sliders. Click Show All to clear your selection.

  3. Drag the 3 Year Sharpe Ratio sliders to select a range within which to search. The numbers appear above the sliders. Click Show All to clear your selection.

  4. Drag the 3 Year Beta sliders to select a range within which to search. The numbers appear above the sliders. Click Show All to clear your selection.

  5. Drage the Category Rank sliders to select a range within which to search. The numbers appear above the sliders. Click Show All to clear your selection.

Portfolio

  1. Click the squares of the Equity Style Box (Long) in which you want to search. Click Reset to clear your selection.

  2. Click the squares of the Fixed Inc Style Box (Long) in which you want to search. Click Reset to clear your selection.

  3. Drag the Total Net Assets sliders to select a range within which to search. Click Show All to clear your selection.

  4. Drag the Turnover Ratio sliders to select a range within which to search. Click Show All to clear your selection.

When you have made your selections, click Run Search. The number of items matching your criteria is displayed under the Run Search area.

Click OK to view the search results in the spreadsheet.