Morningstar ratings
Based on risk-adjusted return.
Please note: The Funds offer multiple share classes, which are subject to different fees and expenses that will affect their performance and Morningstar ratings.
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 |  |
|
 |
|
| Funds in category | 3/31/2022 | 95 | 95 | 73 | 53 |
| Morningstar Category: China Region | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 |  |
|
|
 |
| Funds in category | 3/31/2022 | 279 | 279 | 247 | 146 |
| Morningstar Category: World Large-Stock Blend | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 730 | 730 | 625 | 352 |
| Morningstar Category: Diversified Emerging Mkts | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
N/A |
| Funds in category | 3/31/2022 | 266 | 266 | 224 | N/A |
| Morningstar Category: Emerging Markets Bond | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 730 | 730 | 625 | 352 |
| Morningstar Category: Diversified Emerging Mkts | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 87 | 87 | 87 | 39 |
| Morningstar Category: Macro Trading | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
 |
| Funds in category | 3/31/2022 | 306 | 306 | 265 | 1647 |
| Morningstar Category: World Large-Stock Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 306 | 306 | 266 | 167 |
| Morningstar Category: World Large-Stock Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 633 | 633 | 567 | 375 |
| Morningstar Category: High Yield Bond | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 88 | 88 | 75 | 32 |
| Morningstar Category: Infrastructure | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 197 | 197 | 177 | 112 |
| Morningstar Category: Global Real Estate | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 129 | 129 | 115 | 73 |
| Morningstar Category: Foreign Small/Mid Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 389 | 389 | 339 | 224 |
| Morningstar Category: Foreign Large Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 276 | 276 | 240 | 170 |
| Morningstar Category: Muni National Interm | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 236 | 236 | 205 | 149 |
| Morningstar Category: Real Estate | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
N/A |
| Funds in category | 3/31/2022 | 186 | 186 | 157 | N/A |
| Morningstar Category: High Yield Muni | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 208 | 208 | 178 | 132 |
| Morningstar Category: Muni National Short | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 580 | 580 | 521 | 391 |
| Morningstar Category: Small Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
|
|
| Funds in category | 3/31/2022 | 1124 | 1124 | 1025 | 765 |
| Morningstar Category: Large Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Institutional Class | 3/31/2022 | |
|
N/A | N/A |
| Funds in category | 3/31/2022 | 580 | 580 | N/A | N/A |
| Morningstar Category: Small Growth | |||||
© 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.