Morningstar Mod Tgt Risk TR USD R-squared 9694 Beta 0.950.98 Capture Ratio (Downside/Upside) 98/94104/94 American Funds Benchmark for the 10 Years ending 10/31/24(updated monthly). Morningstar Benchmark for the 10 Years ending 11/30/24(updated monthly). ...
(272 funds rated) 10-yr. Morningstar RatingTM (224 funds rated) Overall Morningstar RiskLow HIGH LOW Category Moderately Aggressive Allocation ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS Ratings are based on risk-adjusted returns as of 11/30/2024 (updated monthly). ...
See American Funds AMCAP Fund (AMCPX) mutual fund ratings from all the top fund analysts in one place. See American Funds AMCAP Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
+/- Morningstar Mod Tgt Risk TR USD 1.26 2.09 0.9 -0.56 +/- Category (TG) 0.53 0.77 0.08 -0.26 Rank in Category 3 20 54 66 Updated 10/31/23 Investment Strategy The fund company says of its various target-date funds, “Depending on the proximity to its target date, the fund will...
Foreign Large Value Morningstar category MSCI ACWI Ex USA NR USD Benchmark index As of Nov 30 2024. Profile and investment Fund type Open Ended Investment Company Investment style (stocks) Market Cap: LargeInvestment Style: Value Morningstar category Foreign Large Value Launch date 03 Apr 2006 ...
Morningstar Kategorie:1 EAA Fund US Large-Cap Blend Equity Benchmark:2 S&P 500 Index SFDR-Klassifizierung:♰♰ Artikel 8 Auflegung des Fonds: 15-Dez-2022 Basiswährung: USD Fondsvermögen (in Mio.):Per 20-Dez-2024 6,46 USD Rücknahmepreis:Per 20-Dez-2024 31,16 USD ...
Morningstar Ratingsas of09/12/2024 Category: USD Flexible Bond Overall3 Year5 Year10 Year Rating Investments in Category366 Funds366 Funds321 Funds185 Funds Past performance does not guarantee future results. Overall Morningstar Rating is a copyright of Morningstar, Inc., 2024. All Rights Reserve...
of Funds in CategoryPrinted on June 9, 2015 2015. Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or ...
In the month of March alone, long-term outflows from fixed-income funds totaled almost $300 billion. Despite a massive round of central bank interventions, which stabilized the markets, investors pulled far back to the sidelines. In just two months, money market instru...
Active ETFs can offer some significant appeal in fixed income, with funds likeTAGG, which offers a 4.3% 30-DaySECStandardized Yield.TAGGhas returned 12.1% over the last year per T. Rowe Price market performance data. As active ETFs continue to grow, consider their role in a fixed income ...