Morningstar Fund Category Definitions (US), April & October 2024

yogibearbull

Morningstar Fund Category Definitions (US), April 2024
Released October 2024 (strange when there was only a minor change)

Change - new Short-Term TIPS funds
A good change as several fund firms have realized that IT/LT TIPS funds are very volatile, so most use ST TIPS funds in their allocation funds and TDFs.

PDF Host Link https://pdfhost.io/v/Tb3lMEngT_MStar_Fund_Categories_042024

jptak

You beat me to this. Thanks for sharing this out and sorry there was a delay in posting it to our site. Fwiw, I believe we had already publicly announced the changes back in April. https://advisor.morningstar.com/ReleaseNewsLive/releasePopUp.aspx?Id=1835&type=Product&name=Advisor Workstation

BaluBalu

YBB, is there an ETA for updating M* portfolios with Friday prices and such?

yogibearbull

No idea, but most prices are stale at M* Legacy, M* Investor portfolios AND M* website. So, there must be some IT issue there.

BaluBalu

Thanks

Observant1

"No idea, but most prices are stale at M* Legacy, M* Investor portfolios AND M* website.
So, there must be some IT issue there."

I concur with your observation.

yogibearbull

Update/Changes, Oct. 30, 2024
Added Defined Outcome
Renamed Options Trading to Equity-Hedged
Revised text definitions of Real Estate, Macro Trading, and Long-Short Equity
PDF Host Share Link https://pdfhost.io/v/acPZOR97I_MStar_Fund_Categories_102024