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Morningstar Category
A system of grouping funds based on their actual investment styles as measured by their underlying portfolio holdings.
Press Release
Morningstar Divides Foreign-Stock Mutual Fund Category into Five Separate Categories
25 September 2003
Morningstar Announces Fund Category Classification Changes
05 May 2003
Methodology Papers
Morningstar Category Classifications Methodology
30 April 2012 |
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