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Fund Spy

A Better Way to Look at Allocation Funds

We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds.

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Morningstar periodically makes changes to the Morningstar Category system, and a number of updates took place at the end of April 2016. [Ed. Note: The changes will be fully reflected on in the coming days.] These modifications generally occur when we create or retire a category or refine a category definition. Today's article covers the most common questions related to updates to the allocation categories. We'll cover the addition of various equity, fixed income, and alternative investments categories in tomorrow's Fund Spy.

Ben Alpert does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.