Growth of $10,000

Fund Returns updated daily. Category and Index returns updated monthly.

Morningstar’s Take

Looking for Stewardship Grades?


The standalone Stewardship Grade is being incorporated into the ‘Parent Pillar’ segment of the Fund Analyst methodology, which focuses on corporate culture, organizational strength, and compliance. As a result, you will no longer see a lone Stewardship Grade. For more information please see “Morningstar Fund Pillars”.