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Fund Spy

Morningstar World-Stock Categories Get Some Style

New world-stock categories break out funds by style to provide better comparisons.

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We recently broke up the world large-stock Morningstar Category into three style-specific categories to better capture the range of investment approaches used across this broad group of funds. The Morningstar Rating for funds and category performance rankings as of April 30, 2021, reflect the new groups--world large-stock value, world large-stock blend, and world large-stock growth. Here's where some prominent funds landed.

World Large-Stock Value

Katie Rushkewicz Reichart does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.