M* Fund Category Definitions (US), April 2023

[yogibearbull]

M* Fund Category Definitions (US), April 2023

Changes
April 28, 2023
Released 9/14/23

* Added Miscellaneous Fixed Income

* Renamed
Allocation—15% to 30% Equity to Conservative Allocation,
Allocation—30% to 50% Equity to Moderately Conservative Allocation,
Allocation—50% to 70% Equity to Moderate Allocation,
Allocation—70% to 85% Equity to Moderately Aggressive Allocation, and
Allocation—85%+ Equity to Aggressive Allocation

pdfhost.io/v/K3mzSxMmx_MStar_Categories_Funds_April2023_091423
ybbpersonalfinance.proboards.com/post/1177/thread

[roi2020]

Thanks for the M* Fund Category Definitions link!
I noticed these changes for allocation funds a while ago.
I prefer the prior category names since they explicitly specified equity ranges.

[anitya]

yogibearbull,

Did M* discontinue Fund Screen tool?

[yogibearbull]

Basic Fund Screener still exists. www.morningstar.com/funds/screener-basic

There is also a Screener within the new M* Investor. investor.morningstar.com/screens

The old Premium Screener is gone - because the old Premium is basically gone. Old M* Portfolio is the only temporary carryover that may also be gone in 2024.

[anitya]

Oct 6, 2023 16:55:02 GMT anitya said:

yogibearbull ,

Did M* discontinue Fund Screen tool?

On the iPad, the website scrolls to the right and this tool was hidden.  So swipe left to reveal.

[Deleted]

Sept 16, 2023 20:32:24 GMT yogibearbull said:

M* Fund Category Definitions (US), April 2023

Changes
April 28, 2023
Released 9/14/23

* Added Miscellaneous Fixed Income

* Renamed
Allocation—15% to 30% Equity to Conservative Allocation,
Allocation—30% to 50% Equity to Moderately Conservative Allocation,
Allocation—50% to 70% Equity to Moderate Allocation,
Allocation—70% to 85% Equity to Moderately Aggressive Allocation, and
Allocation—85%+ Equity to Aggressive Allocation

pdfhost.io/v/K3mzSxMmx_MStar_Categories_Funds_April2023_091423
ybbpersonalfinance.proboards.com/post/1177/thread

How can anyone think categories like Moderately Aggressive is a more accurate description than what it replaced? Hard to believe Morningstar actually pays someone to come up with this crap.

[yogibearbull]

@django, to the contrary, CA, MA, AA designation were around for years. M* tried to use clumsy % for nominal-equity (but it's the effective-equity that matters), and finally, M* gave up and resumed the old designations. So, yes, M* wasted lot of money on this % crap.

[Deleted]

Oct 6, 2023 21:08:03 GMT yogibearbull said:

@django, to the contrary, CA, MA, AA designation were around for years. M* tried to use clumsy % for nominal-equity (but it's the effective-equity that matters), and finally, M* gave up and resumed the old designations. So, yes, M* wasted lot of money on this % crap.

My apologies if my post was offensive.
Thanks for the info.