"Position in Investment" is based on data surveyed from the Statement of Additional Information ("SAI"). Data may not include positions held across all investment vehicles.
Not Disclosed: All persons who have not disclosed their gender identity.
Not Available: No gender data is available for a particular manager.
Morningstar Risk is an assessment of the variations in a investment's monthly returns in comparison to similar investments. The greater the variation, the larger the risk score.
Morningstar Return is an assessment of the investment's excess return over a risk-free rate (the return of the 90-day Treasury bill) in comparison to similar investments.
Investments with less than three years of performance history are not rated.
Morningstar Risk & Return