Rating Information
5 out of 5 stars
Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 46 funds within its Morningstar Consumer Cyclical Category.
How is it determined?
A fund's Overall Morningstar Rating (TM) is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. Please see the ratings tab for more information about methodology.
3 Yr. | ![]() ![]() ![]() ![]() ![]() |
Out of 46 funds |
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5 Yr. | ![]() ![]() ![]() ![]() ![]() |
Out of 41 funds |
10 Yr. | ![]() ![]() ![]() ![]() ![]() |
Out of 37 funds |
What does it mean?
A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment decision.