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How does Morningstar categorize the fund?

categorize fund morningstar
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How does Morningstar categorize the fund?

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We’ll admit that the description above might sound complicated. And a fund may or may not invest as it claims. So the fund mavens at Morningstar assign a category based on a 3-year review of a fund’s portfolio characteristics. If the fund is newer, Morningstar makes an estimate.

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