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For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10%of funds in each category receive 5 stars, the next 22.5%receive 4 stars, the next 35%receive 3 stars, the next 22.5%receive 2 stars and the bottom 10%receive 1 star. (Each share class iscounted asa fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund isderived from a weighted average of the performance figuresassociated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
Past performance isno guarantee of future results. The Morningstar Rating may differ among share classes of a mutual fund asa result of different sales loadsand/ or expense structure.
The Morningstar Rating™is provided for those exchange-traded funds (“ ETFs” ) with at least a three-year history. Ratings are based on the ETF’s Morningstar Risk-Adjusted Return measure which accounts for variation in monthly performance, placing more emphasis on downward variations and rewarding consistent performance. An ETF’s risk-adjusted return includes a brokerage commission estimate. This estimate is intended to reflect what an average investor would pay when buying or selling an ETF. PLEASENOTE, thisestimate is subject to change and the actual brokerage commission an investor pays may be higher or lower than thisestimate. Morningstar compares each ETF’s risk-adjusted return to the open-end mutual fund rating breakpoints for that category. Consistent with the open-end mutual fund ratings, the top 10%of ETFs in each category receive 5 stars, the next 22.5%receive 4 stars, the next 35%receive 3 stars, the next 22.5%receive 2 stars and the bottom 10%receive 1 star. The overall rating for an ETFis based on a weighted average of the time-period ratings (e.g., the ETF’s 3, 5, and 10 year rating). The determination of an ETF’s rating doesnot affect the retail open end mutual fund data published by Morningstar. Past performance isno guarantee of future results.
For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other fundsin the same category. This measure takesinto account variationsin a fund’s monthly performance after adjusting for sales loads (except for load- waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10%of funds in each category receive 5 stars, the next 22.5%receive 4 stars, the next 35%receive 3 stars, the next 22.5%receive 2 stars and the bottom 10%receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the ratings for the three-, five- and ten-year (if applicable) time periods. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participantsof a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encouragesinvestors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. Past performance isno guarantee of future results. The Morningstar Rating may differ among share classes of a mutual fund asa result of different sales loadsand/ or expense structure.