Mutual Fund Research

Mutual Fund Quotes & Research Tools

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The Morningstar Ratings for mutual funds are based on risk-adjusted returns for multiple time periods. Funds are rated against a peer group of the open-end funds in the same Morningstar Category.

Morningstar Rating, Historic Return, Historic Risk
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Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-515-2157. Please read the prospectus carefully before investing. Investors in Closed-End Funds please note that since these securities are not continuously offered, there may be no prospectus available.

Past performance does not guarantee future performance. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance.