Introducing the New Alternative Morningstar Categories
We've split, retired, and merged the old alternative categories into new and existing categories.
Fund Spy
Mentioned: Calamos Market Neutral Income I (CMNIX)
, BNY Mellon Global Real Return - I (DRRIX)
, Merger Institutional (MERIX)
, Blackstone Alternative Multi-Strategy I (BXMIX)
, BlackRock Systematic Multi-Strat Instl (BIMBX)
, Catalyst/Millburn Hedge Strategy A (MBXAX)
, Arbitrage I (ARBNX)
, BlackRock Event Driven Equity Instl (BILPX)
, Goldman Sachs Absolute Ret Trckr Instl (GJRTX)
, PIMCO RAE Fundamental AdvantagePLUS Inst (PFATX)
In order to better define the ever-evolving alternatives landscape and improve the information available to investors when considering these investments for their portfolios, we are enhancing the Morningstar Category classification system, with the changes going into effect on April 30, 2021.
Morningstar Direct and Office clients can find the updated category classification methodology here and an FAQ here.
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Erol Alitovski does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.