US Capital Markets

Mutual Fund Categories

These are the categories that Morningstar uses to sort mutual funds.

  1. Domestic Equity.
  2. Specialty.
  3. Allocation
  4. International.
  5. Fixed-Income
  6. Municipal Bond.

Click here for further specifications.

It is important to note that Morningstar does not rate all of the mutual funds that exist.

You can find Morningstar’s ratings on its website, www.morningstar.com.

Every year, Morningstar publishes guides and other books that include ratings of hundreds of funds alongside a detailed review of their activities.  Information about Morningstar publications can be found on the company’s website.

Mutual Fund Categories573  Mutual Fund Categories