Morningstar® Investment Profile™   Morningstar®
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Morningstar Agrsv Gr ETF Asset Allc I
Release date as of 2022-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Average Average 176
5-Year Below Avg Below Avg 162
10-Year Below Avg Below Avg 118
Overall Below Avg Below Avg 176
Morningstar Category: Allocation--85%+ Equity | Number of Funds in Category: 176
Data through 2022-07-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 18.24
Mean 7.88
Sharpe Ratio 0.48
Trailing 3-Yr as of 2022-07-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar Agg Tgt Risk TR USD
R-Squared 99
Beta 1.00
Alpha 0.43
Trailing 3-Yr as of 2022-07-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Nondiversification, Market/Market Volatility, Equity Securities, ETF, Industry and Sector Investing, Underlying Fund/Fund of Funds, Fixed-Income Securities, Shareholder Activity, Conflict of Interest, Management
Show Risk Definitions
  Investment Risks
Non-Diversified Funds: Funds that invest more of their assets in a single issuer involve additional risks, including share price fluctuations, because of the increased concentration of investments.
Fund of Funds: An investment option with mutual funds in its portfolio may be subject to the expenses of those mutual funds in addition to those of the investment option itself.
Show Data Definitions

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