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
WV Concentrated Equities IMay 15, 2017
...WV Concentrated Equities I WVCIX Benchmark Russell Mid Cap Value 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 #...
WV Concentrated Equities AMay 15, 2017
...WV Concentrated Equities A WVCAX Benchmark Russell Mid Cap Value 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 #...
Wells Fargo Large Company Value R6May 15, 2017
...Wells Fargo Large Company Value R# WTLVX Benchmark Russell #### Value TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQ Average Average Out of #### Large Value funds. An investment s overall Morningstar Rating, based on its risk-adjusted...
Invesco Value Opportunities R6May 15, 2017
...Invesco Value Opportunities R# VVOSX Benchmark Russell #### Value TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk Q Low High Out of #### Large Value funds. An investment s overall Morningstar Rating, based on its risk-adjusted return, is...
Invesco Quality Income R6May 15, 2017
...Invesco Quality Income R# VUSSX Benchmark BBgBarc US Agg Bond TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQ Average Low Out of ### Intermediate-Term Bond funds. An investment s overall Morningstar Rating, based on its risk-adjusted...
Natixis Vaughan Nelson Small Cap Value NMay 15, 2017
...Natixis Vaughan Nelson Small Cap Value N VSCNX Benchmark Russell #### TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk . . . Investment Strategy from investment s prospectus The investment seeks capital appreciation. The fund normally will invest at least ##% of...
Invesco New York Tax Free Income R6May 15, 2017
...Invesco New York Tax Free Income R# VNYSX Benchmark BBgBarc Municipal New York Exempt TR Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQ Above Average Above Average Out of ## Muni New York Long funds. An investment s overall Morningstar...
Invesco PA Tax Free Income R6May 15, 2017
...Invesco PA Tax Free Income R# VKPSX Benchmark BBgBarc Municipal ## Yr #-## TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQ Above Average Above Average Out of ## Muni Pennsylvania funds. An investment s overall Morningstar Rating...
Invesco Municipal Income R6May 15, 2017
...Invesco Municipal Income R# VKMSX Benchmark BBgBarc Municipal ## Yr ##-## TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQ Above Average Above Average Out of ### Muni National Long funds. An investment s overall Morningstar Rating, based...
Invesco Intermediate Term Muni Inc R6May 15, 2017
...Invesco Intermediate Term Muni Inc R# VKLSX Benchmark BBgBarc Municipal ## Yr #-## TR USD Overall Morningstar RatingTM Morningstar Return Morningstar Risk QQQQ Above Average Average Out of ### Muni National Interm funds. An investment s overall Morningstar Rating...
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...