Morningstar Rating (Risk-adjusted Rating)

Evaluates both performance and risk together on a monthly basis. To determine a fund's star rating for a given period (three, five, or ten years), the fund's Morningstar risk score is subtracted from its Morningstar Return score. The resulting number is plotted along a bell curve to determine the fund's rating for each time period: If the fund scores in the top10% of its broad investment class (domestic stock, international stock, taxable bond, or municipal bond), it receives 5 stars (Highest); if it falls in the next 22.5%, it receives 4 stars (Above Average); a place in the middle 35% earns it 3 stars (Average); those in the next 22.5% receive 2 stars (Below Average); and the bottom 10% get 1 star (Lowest). The star ratings are recalculated monthly.

How to Enroll
My 401(k) Plan
Principles of Investing
Investment Basics
Glossary Terms
12b-1 Fees
Bond Mutual Funds
Certificates of Deposit
Corporate Bonds
CRSP 6-10 Index
Expense Ratio
Fixed Annuities
Growth of $10,000
Historical Return Rating
Historical Risk
Ibbotson U.S. Intermediate-Term Government
       Bond Index

Ibbotson U.S. 30-day Treasury Bill Index
Inception Date
International Stocks
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Large Capitalization Stocks (Large-Cap)
Lehman Brothers Aggregate Bond Index
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Morningstar Category
Morningstar Rating (Risk-adjusted Rating)
Municipal Bonds
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S&P 500® Index
S&P Global Industry Classification Standard

Stock Mutual Funds
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