A fund's Global Category is based on its Morningstar Category. The list of each Morningstar Category along with its corresponding Global Category is as follows:
|
Morningstar Category |
Global Category |
|
Aggressive Allocation |
Aggressive Allocation |
|
Bank Loan |
USD Fixed Income |
|
Bear Market |
Hedge Fund |
|
China Region |
Greater China Equity |
|
Commodities Agriculture |
Commodities Agriculture |
|
Commodities Broad Basket |
Commodities Broad Basket |
|
Commodities Energy |
Commodities Energy |
|
Commodities Industrial Metals |
Commodities Industrial Metals |
|
Commodities Miscellaneous |
Commodities Miscellaneous |
|
Commodities Precious Metals |
Commodities Precious Metals |
|
Communications |
Communications Sector Equity |
|
Conservative Allocation |
Conservative Allocation |
|
Consumer Cyclical |
Consumer Goods & Services Sector Equity |
|
Consumer Defensive |
Consumer Goods & Services Sector Equity |
|
Convertibles |
Convertibles |
|
Corporate Bond |
Fixed Income |
|
Diversified Emerging Mkts |
Emerging Markets Equity |
|
Diversified Pacific/Asia |
Asia Inc Japan Equity |
|
Emerging Markets Bond |
Emerging Markets Fixed Income |
|
Energy Limited Partnership |
Energy Sector Equity |
|
Equity Energy |
Energy Sector Equity |
|
Equity Precious Metals |
Precious Metals Sector Equity |
|
Europe Stock |
Europe Equity Large Cap |
|
Financial |
Financials Sector Equity |
|
Foreign Large Blend |
Global Equity Large Cap |
|
Foreign Large Growth |
Global Equity Large Cap |
|
Foreign Large Value |
Global Equity Large Cap |
|
Foreign Small/Mid Growth |
Global Equity Mid/Small Cap |
|
Foreign Small/Mid Value |
Global Equity Mid/Small Cap |
|
Global Real Estate |
Real Estate Sector Equity |
|
Health |
Healthcare Sector Equity |
|
High Yield Bond |
High Yield Fixed Income |
|
High Yield Muni |
USD Municipal Fixed Income |
|
India Equity |
India Equity |
|
Industrials |
Industrials Sector Equity |
|
Inflation-Protected Bond |
USD Fixed Income |
|
Intermediate Government |
USD Fixed Income |
|
Intermediate-Term Bond |
USD Fixed Income |
|
Japan Stock |
Japan Equity |
|
Large Blend |
US Equity Large Cap |
|
Large Growth |
US Equity Large Cap |
|
Large Value |
US Equity Large Cap |
|
Latin America Stock |
Latin America Equity |
|
Long Government |
USD Fixed Income |
|
Long-Term Bond |
USD Fixed Income |
|
Long/Short Equity |
Long/Short Equity |
|
Managed Futures |
Other Alternative |
|
Market Neutral |
Market Neutral |
|
Mid-Cap Blend |
US Equity Mid/Small Cap |
|
Mid-Cap Growth |
US Equity Mid/Small Cap |
|
Mid-Cap Value |
US Equity Mid/Small Cap |
|
Miscellaneous Region |
Other Equity |
|
Miscellaneous Sector |
Other Sector Equity |
|
Moderate Allocation |
Moderate Allocation |
|
Multialternative |
Multialternative |
|
Multicurrency |
Currency |
|
Multisector Bond |
USD Fixed Income |
|
Muni California Intermediate |
USD Municipal Fixed Income |
|
Muni California Long |
USD Municipal Fixed Income |
|
Muni Florida |
USD Municipal Fixed Income |
|
Muni Massachusetts |
USD Municipal Fixed Income |
|
Muni Minnesota |
USD Municipal Fixed Income |
|
Muni National Interm |
USD Municipal Fixed Income |
|
Muni National Long |
USD Municipal Fixed Income |
|
Muni National Short |
USD Municipal Fixed Income |
|
Muni New Jersey |
USD Municipal Fixed Income |
|
Muni New York Intermediate |
USD Municipal Fixed Income |
|
Muni New York Long |
USD Municipal Fixed Income |
|
Muni Ohio |
USD Municipal Fixed Income |
|
Muni Pennsylvania |
USD Municipal Fixed Income |
|
Muni Single State Interm |
USD Municipal Fixed Income |
|
Muni Single State Long |
USD Municipal Fixed Income |
|
Muni Single State Short |
USD Municipal Fixed Income |
|
Natural Resources |
Natural Resources Sector Equity |
|
Nontraditional Bond |
Other Fixed Income |
|
Pacific/Asia ex-Japan Stk |
Asia ex Japan Equity |
|
Preferred Stock |
US Fixed Income |
|
Real Estate |
Real Estate Sector Equity |
|
Retirement Income |
Target Date 2000-2020 |
|
Short Government |
USD Fixed Income |
|
Short-Term Bond |
USD Fixed Income |
|
Small Blend |
US Equity Mid/Small Cap |
|
Small Growth |
US Equity Mid/Small Cap |
|
Small Value |
US Equity Mid/Small Cap |
|
Tactical Allocation |
Moderate Allocation |
|
Target-Date 2000-2010 |
Target Date 2000-2020 |
|
Target-Date 2011-2015 |
Target Date 2000-2020 |
|
Target-Date 2016-2020 |
Target Date 2000-2020 |
|
Target-Date 2021-2025 |
Target Date 2021-2045 |
|
Target-Date 2026-2030 |
Target Date 2021-2045 |
|
Target-Date 2031-2035 |
Target Date 2021-2045 |
|
Target-Date 2036-2040 |
Target Date 2021-2045 |
|
Target-Date 2041-2045 |
Target Date 2021-2045 |
|
Target-Date 2046-2050 |
Target Date 2046+ |
|
Target-Date 2051+ |
Target Date 2046+ |
|
Technology |
Technology Sector Equity |
|
Trading-Inverse Commodities |
Trading Tools |
|
Trading-Inverse Debt |
Trading Tools |
|
Trading-Inverse Equity |
Trading Tools |
|
Trading-Leveraged Commodities |
Trading Tools |
|
Trading-Leveraged Debt |
Trading Tools |
|
Trading-Leveraged Equity |
Trading Tools |
|
Trading-Miscellaneous |
Trading Tools |
|
Ultrashort Bond |
USD Fixed Income |
|
Utilities |
Utilities Sector Equity |
|
Volatility |
Other Alternative |
|
World Allocation |
Allocation |
|
World Bond |
Global Fixed Income |
|
World Stock |
Global Equity |