Morningstar ratings
Based on risk-adjusted return.
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 |  |  | | |
| Funds in category | 11/30/2019 | 76 | 76 | 68 | 35 |
| Morningstar Category: Pacific/Asia ex-Japan Stk | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 74 | 74 | 70 | 40 |
| Morningstar Category: China Region | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 237 | 237 | 181 | 60 |
| Morningstar Category: Multialternative | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 |  | | | |
| Funds in category | 11/30/2019 | 378 | 378 | 316 | 178 |
| Morningstar Category: World Allocation | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 378 | 378 | 316 | 178 |
| Morningstar Category: World Allocation | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 725 | 725 | 599 | 365 |
| Morningstar Category: World Large Stock | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 706 | 706 | 566 | 239 |
| Morningstar Category: Diversified Emerging Mkts | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | N/A |
| Funds in category | 11/30/2019 | 238 | 238 | 177 | N/A |
| Morningstar Category: Emerging Markets Bond | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | N/A | N/A | N/A | N/A |
| Funds in category | 11/30/2019 | N/A | N/A | N/A | N/A |
| Morningstar Category: Large Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 181 | 181 | 172 | 102 |
| Morningstar Category: World Large Stock | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | |  | |
| Funds in category | 11/30/2019 | 725 | 725 | 599 | 365 |
| Morningstar Category: World Large Stock | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 725 | 725 | 599 | 365 |
| Morningstar Category: High Yield Bond | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 615 | 615 | 539 | 340 |
| Morningstar Category: High Yield Bond | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 83 | 83 | 65 | 22 |
| Morningstar Category: Infrastructure | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 643 | 643 | 567 | 419 |
| Morningstar Category: Allocation--50% to 70% Equity | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 395 | 395 | 337 | 244 |
| Morningstar Category: Foreign Large Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 203 | 203 | 165 | 114 |
| Morningstar Category: Global Real Estate | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 112 | 112 | 94 | 57 |
| Morningstar Category: Foreign Small/Mid Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 237 | 237 | 215 | 149 |
| Morningstar Category: Muni National Interm | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | N/A | N/A |
| Funds in category | 11/30/2019 | 40 | 40 | N/A | N/A |
| Morningstar Category: Japan Stock | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 224 | 224 | 200 | 137 |
| Morningstar Category: Real Estate | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 620 | 620 | 488 | 363 |
| Morningstar Category: Foreign Large Blend | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | N/A |
| Funds in category | 11/30/2019 | 155 | 155 | 135 | N/A |
| Morningstar Category: High Yield Muni | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 367 | 367 | 316 | 241 |
| Morningstar Category: Intermediate Core Bond | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 176 | 176 | 158 | 114 |
| Morningstar Category: Muni National Short | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | N/A | N/A |
| Funds in category | 11/30/2019 | 558 | 558 | N/A | N/A |
| Morningstar Category: Mid-Cap Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 1223 | 1223 | 1089 | 817 |
| Morningstar Category: Large Growth | |||||
| As of date | Overall | 3 Year | 5 Year | 10 Year | |
|---|---|---|---|---|---|
| Class A (with sales charges) | 11/30/2019 | | | | |
| Funds in category | 11/30/2019 | 566 | 566 | 506 | 382 |
| Morningstar Category: Small Growth | |||||
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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.