Eaa morningstar category
WebMorningstar Indexes are built to keep up with the evolving needs of investors. Our range of index solutions spans an investment landscape as diverse as investors themselves. ... Morningstar EAA USD Agg Target Allocation: Morningstar Target Allocation. 0.08. 0.84. 0.80. 6.19. 04/07/23. Morningstar EAA USD Cau Target Allocation: Morningstar ... WebMar 31, 2024 · Category Benchmark: Morningstar EAA USD Mod Tgt ... 13/04/2024 EUR 7.09: Day Change -0.70% Morningstar Category™ USD Moderate Allocation ...
Eaa morningstar category
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WebBuild Your Screen: Select a condition and value to screen on. 1. Data View Data Definition http://advisor.morningstar.com/Enterprise/VTC/MorningstarCategoryDefinitions_EAA_Oct2016.pdf
WebMar 24, 2024 · Morningstar universe includes 104 ‘Allocation’ and ‘Target Date’ funds under the EAA Morningstar category, with available management fee data that are registered for sale in Singapore. Learn More About Investing. Explore our selection of investment guides and insights. WebMar 24, 2024 · Europe Large-Cap Value Equity. Europe Mid-Cap Equity. Eurozone Large-Cap Equity. Event Driven. GBP Allocation 0-20% Equity. GBP Allocation 20-40% Equity. GBP Allocation 40-60% Equity. GBP ...
WebMar 20, 2024 · Fund Category Performance: Total Returns. An extensive list of fund return averaged for all Morningstar categories. 3-months, YTD, 1-year, 3-year and 5-year returns plus 3-year standard deviation. WebMar 31, 2024 · Fund: Allianz Global Investors Fund - Allianz Income and Growth CMg2 (USD) (EUR) Category: USD Moderate Allocation Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD
WebThe Morningstar Category™ classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. Morningstar found that the …
WebCategory Benchmark: Morningstar EAA USD Mod Tgt ... 06/04/2024 USD 14.40: Day Change 0.13% Morningstar Category™ USD Moderate Allocation ... the goddard school of rochester hillsWebApr 11, 2024 · 3 Vanguard calculations using data from Morningstar for the period 31 December 2012 to 31 December 2024. Based on the performance of the oldest share class for funds assigned to the following Morningstar categories: Tactical: EAA Fund GBP Flexible Allocation; Strategic: EAA Fund GBP Allocation 0-20% Equity, EAA Fund GBP … the goddard school of staffordWebAug 16, 2016 · The Europe/Asia and South Africa category (EAA) includes funds domiciled in European markets, major cross-border Asian markets where material numbers of European UCITS funds are available (principally Hong Kong, Singapore and Taiwan), South Africa, and selected other Asian and African markets where Morningstar believes it is of … the goddard school of raleigh northWebApr 30, 2024 · The Morningstar Categories for funds in the Europe/Asia/Africa universe were first established in the ... benefit to investors for the funds to be included in the EAA classification system. A full list of included domiciles is provided in Appendix A. … the goddard school of mount airytheater 365WebMorningstar category EAA Fund USD Moderate Allocation Appropriate term Minimum 3 - 5 years Market value Inception date 15 July 2013 ... Period Portfolio Performance Indicator Morningstar category 1 year pa 3 Years pa 5 Years pa 7 Years pa Since Inception Lowest 1 year return Highest 1 year return-4.0% -8.7% -7.3% 6.9% 4.5% 1.7% the goddard school of scottsdaleWebRegion Europe, Asia & Africa (EAA) Universe(s) Open-End Funds, Closed-End Funds and ETFs Effective Date Oct 31, 2014 Morningstar Category 1. Introduce 3 new categories Category ID Name Currency Rated Y/N Asset Class EUCA000895 TWD Moderate Allocation USD Y Allocation EUCA000896 China Equity - A Shares CNY Y Equity theater 3d