|
|
| Morningstar Ratings |
|
Morningstar Return |
Morningstar Risk |
Morningstar Rating |
Number of Funds |
|
| 3-Year | Average | Above Avg |  |
121 |
| 5-Year | Above Avg | Above Avg | |
107 |
| 10-Year | Average | High | |
56 |
| Overall | Average | High | |
121 |
 |
||||
| Morningstar Category: Multistrategy | Number of Funds in Category: 121 | ||||
| Data through 2024-03-31 | ||||
| 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 | 8.73 |
| Mean | 3.06 |
| Sharpe Ratio | 0.05 |
|
||||
| Trailing 3-Yr as of 2024-03-31 |
| Modern Portfolio Theory Statistics |
| Best Fit Index Morningstar Gbl Eq Infra NR USD |
|
| R-Squared | 88 |
| Beta | 0.50 |
| Alpha | -0.56 |
|
||||
| Trailing 3-Yr as of 2024-03-31 |
| Principal Risks | |
| Lending, Credit and Counterparty, Extension, Inflation/Deflation, Inflation-Protected Securities, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Nondiversification, Interest Rate, Market/Market Volatility, Bank Loans, Commodity, Convertible Securities, Equity Securities, ETF, High-Yield Securities, Industry and Sector Investing, Preferred Stocks, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, U.S. Federal Tax Treatment, Leverage, Pricing, ETN, Management, Portfolio Diversification, Small Cap, Real Estate/REIT Sector |
| Show Risk Definitions |
| Investment Risks |
| 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 |
 © Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. 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 timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
|
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold. |