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M* Fund Category Definitions (US), April 2023

edited September 2023 in Fund Discussions
M* Fund Category Definitions (US), April 2023

Changes
April 28, 2023
Released 9/14/23

* Added Miscellaneous Fixed Income

* Renamed
Allocation—15% to 30% Equity to Conservative Allocation,
Allocation—30% to 50% Equity to Moderately Conservative Allocation,
Allocation—50% to 70% Equity to Moderate Allocation,
Allocation—70% to 85% Equity to Moderately Aggressive Allocation, and
Allocation—85%+ Equity to Aggressive Allocation

https://pdfhost.io/v/K3mzSxMmx_MStar_Categories_Funds_April2023_091423
https://ybbpersonalfinance.proboards.com/post/1177/thread
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