|Median Market Cap||NA||NA|
|MARKET CAPITALIZATION||% OF PORTFOLIO|
|INVESTMENT VALUATION||STOCK PORTFOLIO||CATEGORY|
|PERIOD||MORNINGSTAR RETURN||RISK||MORNINGSTAR RATING|
|5 Year||Average||Above Average|
|10 Year||Above Average||Above Average|
|Overall||Above Average||Above Average|
Barclays US Agg Bond TR USD
- What does this mean?
Morningstar ratings data through 8/31/2014
- Morningstar portfolio data through 6/30/2014
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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.