Morningstar Investment Profiles

Morningstar Investment Profiles

Morningstarr Investment ProfilesT assemble essential facts about an investment into an easy-to-understand report.

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Latest Reports from Morningstar Investment Profiles
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NameDate
Transamerica US Equity Index VP ServMay 15, 2017
...Transamerica US Equity Index VP Serv TUSEX Benchmark Russell #### TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus Not Available Fees and Expenses as of ##-##-## Prospectus Net Expense Ratio #...
Transamerica Stock Index RMay 15, 2017
...Transamerica Stock Index R TSTRX Benchmark Russell #### TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQ Average Below Average Out of #### Large Blend funds. An investment s overall Morningstar Rating, based on its risk-adjusted return, is...
Invesco Limited Term Municipal Income R6May 15, 2017
...Invesco Limited Term Municipal Income R# TSSXX Benchmark BBgBarc Municipal # Yr #-# TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQQ High Above Average Out of ### Muni National Short funds. An investment s overall Morningstar Rating...
Thornburg Strategic Income R6May 15, 2017
...Thornburg Strategic Income R# TSRSX Benchmark BBgBarc US Universal TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQ Above Average Average Out of ### Multisector Bond funds. An investment s overall Morningstar Rating, based on its risk-adjusted return...
Transamerica Small Cap Growth I3May 15, 2017
...Transamerica Small Cap Growth I# TSPTX Benchmark Russell #### Growth TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQQ High Average Out of ### Small Growth funds. An investment s overall Morningstar Rating, based on its risk-adjusted return...
Transamerica International Equity I3May 15, 2017
...Transamerica International Equity I# TRWTX Benchmark MSCI ACWI Ex USA Value NR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQQ High Below Average Out of ### Foreign Large Value funds. An investment s overall Morningstar Rating, based on its...
Transamerica Small Cap Value RMay 15, 2017
...Transamerica Small Cap Value R TRSLX Benchmark Russell #### TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least ##...
Transamerica Inflation-Protected Secs RMay 15, 2017
...Transamerica Inflation-Protected Secs R TPRRX Benchmark BBgBarc US Treasury US TIPS TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQ Average Average Out of ### Inflation-Protected Bond funds. An investment s overall Morningstar Rating, based on its...
Transamerica Mid Cap Growth I3May 15, 2017
...Transamerica Mid Cap Growth I# TMITX Benchmark Russell Mid Cap Growth TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQ Above Average Above Average Out of ### Mid-Cap Growth funds. An investment s overall Morningstar Rating, based on...
Transamerica Intermediate Bond I3May 15, 2017
...Transamerica Intermediate Bond I# TMBTX Benchmark BBgBarc US Agg Bond TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQ Above Average Average Out of ### Intermediate-Term Bond funds. An investment s overall Morningstar Rating, based on its risk...
Transamerica Intermediate Bond RMay 15, 2017
...Transamerica Intermediate Bond R TMBRX Benchmark BBgBarc US Agg Bond TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQ Average Average Out of ### Intermediate-Term Bond funds. An investment s overall Morningstar Rating, based on its risk-adjusted...
Transamerica International Eq Idx VPServMay 15, 2017
...Transamerica International Eq Idx VPServ TINQX Benchmark MSCI ACWI Ex USA NR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus Not Available Fees and Expenses as of ##-##-## Prospectus Net Expense Ratio...
Thornburg Investment Income Builder R6May 15, 2017
...Thornburg Investment Income Builder R# TIBOX Benchmark Morningstar Gbl Allocation TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks to provide a level of current income which exceeds the average yield...
Thornburg Limited Term Income R6May 15, 2017
...Thornburg Limited Term Income R# THRLX Benchmark BBgBarc US Govt/Credit #-# Yr TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks as high a level of current income as...
Thornburg Global Opportunities R6May 15, 2017
...Thornburg Global Opportunities R# THOGX Benchmark MSCI ACWI Large Cap NR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks long-term capital appreciation by investing in equity and debt securities of...
Invesco Pacific Growth R6May 15, 2017
...Invesco Pacific Growth R# TGRUX Benchmark MSCI Pacific NR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least ##...
American Beacon TwentyFour Strat Inc YMay 15, 2017
...American Beacon TwentyFour Strat Inc Y TFGYX Benchmark BBgBarc US Universal TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks high current income and, secondarily, capital appreciation. Under normal circumstances, the...
CBOE Vest Defined Distribution Strat AMay 15, 2017
...CBOE Vest Defined Distribution Strat A VDDAX Benchmark CBOE S&P ### BuyWrite BXM Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks to generate consistent periodic distributions for shareholders while preserving capital...
United States Commodity IMay 15, 2017
...United States Commodity I USCIX Benchmark Morningstar Lng-Only Cmdty TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks total return that seeks to track the performance of SummerHaven Dynamic Commodity...
United States Commodity AMay 15, 2017
...United States Commodity A USCFX Benchmark Morningstar Lng-Only Cmdty TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks total return that seeks to track the performance of SummerHaven Dynamic Commodity...