As of December 2023, 94% of the strategy’s assets were companies with wide or narrow Morningstar Economic Moat Ratings, showcasing the portfolio’s durability. This strategy is well-diversified.
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Evaluate your risk at both the portfolio and fund level. X-Ray gives you a clear view of your asset allocation, fees, sector weightings, stock styles, and more. Your free trial will end at 11:59 PM CT ...
What is the objective of the Morningstar Global Opportunities Class Z managed fund? The objective of the Morningstar Global Opportunities Class Z managed fund is Aims to deliver a superior risk-return ...