Broad Category Group

Broad Category Group

A term used to group funds with similar categories and investing styles; can be used for a more broad-based analysis. The broad category group is determined by the investment's Morningstar Category assignment.



Morningstar Category
Broad Category Group
Currency ID

10 Year Target Date Portfolio
Allocation
CAD

15 Year Target Date Portfolio
Allocation
CAD

15+ Year Target Date Portfolio
Allocation
CAD

5 Year Target Date Portfolio
Allocation
CAD

Allocation Funds
Allocation
CNY

Alternative - Australia Agricultural
Alternative
AUD

Alternative - Australia Hedge Funds
Alternative
AUD

Alternative - Australia Infrastructure
Alternative
AUD

Alternative - Australia Long/Short
Alternative
AUD

Alternative - Australia Private Equity
Alternative
AUD

Alternative - Global Hedge Funds
Alternative
AUD

Alternative - Global Long/Short
Alternative
AUD

Asia Balanced
Allocation
USD

Asia Bond
Fixed Income
USD

Asia Pacific Rim Equity
Equity
CAD

Asia Pacific Rim ex-Japan Equity
Equity
CAD

Asia/Japan Convertible Bond
Allocation
USD

Asian Equity
Equity
CAD

Asia-Pacific ex-Japan Equity
Equity
USD

Asia-Pacific with Japan Equity
Equity
USD

AUD Bond and Cash
Fixed Income
USD

Australia & New Zealand Equity
Equity
USD

Australian Bonds - Diversified
Fixed Income
AUD

Austria Equity
Equity
EUR

Balanced
Allocation
CAD

Balanced - Conservative Allocation
Allocation
USD

Balanced - Moderate Alloc (clsd end)
Allocation
USD

Balanced - Moderate Allocation
Allocation
USD

Bank Loan
Fixed Income
USD

Bear Market
Alternative
USD

Belgium Equity
Equity
EUR

CAD Bond and Cash
Fixed Income
USD

Canada Equity
Equity
USD

Canadian Anchored Equity
Equity
CAD

Canadian Anchored Small/Mid Cap Equity
Equity
CAD

Canadian Bond
Fixed Income
CAD

Canadian Core Fixed Income
Fixed Income
CAD

Canadian Equity
Equity
CAD

Canadian Equity
Equity
CAD

Canadian Equity (Pure)
Equity
CAD

Canadian Equity Tilt Portfolio
Equity
CAD

Canadian Fixed Income Tilt Portfolio
Fixed Income
CAD

Canadian High Income Equity
Equity
CAD

Canadian Inflation-Protected Fixed Inc
Fixed Income
CAD

Canadian Long Duration Fixed Income
Fixed Income
CAD

Canadian Money Market
Money Market
CAD

Canadian Mortgage
Fixed Income
CAD

Canadian Neutral Portfolio
Alternative
CAD

Canadian Portfolio
Allocation
CAD

Canadian Short Duration Fixed Income
Fixed Income
CAD

Canadian Small Cap Equity
Equity
CAD

Canadian Small/Mid Cap Equity
Equity
CAD

Canadian-American Equity
Equity
CAD

Capital Protected
Alternative
USD

CHF Aggressive Balanced
Allocation
CHF

CHF Balanced
Allocation
NULL

CHF Bond
Fixed Income
CHF

CHF Cautious Balanced
Allocation
CHF

CHF Global Bond
Fixed Income
CHF

CHF Money Market
Money Market
CHF

China Equity
Equity
USD

Closed-end Funds
Allocation
CNY

Conservative Allocation
Allocation
USD

Conservative Allocation Fund
Allocation
CNY

Convertible Arbitrage
Alternative
USD

Convertible Arbitrage Hedge
Alternative
CAD

Convertible Bond
Allocation
NULL

Convertibles
Allocation
USD

Corporate Event Driven
Alternative
USD

Corporate Event Driven Hedge
Alternative
CAD

Denmark Equity
Equity
DKK

Distressed Companies
Alternative
USD

Distressed Companies Hedge
Alternative
CAD

Diversified Emerging Mkts
Equity
USD

Diversified Pacific/Asia
Equity
USD

DKK Balanced
Allocation
DKK

DKK Bonds
Fixed Income
DKK

DKK Money Market
Money Market
DKK

DKK Short Bonds
Fixed Income
DKK

Dollar Balanced
Allocation
USD

Dollar Diversified Bond
Fixed Income
USD

Dollar Global Bond
Fixed Income
USD

Dollar Government Bond
Fixed Income
USD

Dollar High Yield Bond
Fixed Income
USD

Dollar Money Market
Money Market
USD

Dollar Short Bond
Fixed Income
USD

Dollar/Global Convertible Bond
Allocation
USD

Emerging Asia Single Country Equity
Equity
USD

Emerging Europe Bond
Fixed Income
EUR

Emerging Europe Equity
Equity
EUR

Emerging Europe ex-Russia Equity
Equity
EUR

Emerging Markets
Alternative
USD

Emerging Markets Bond
Fixed Income
USD

Emerging Markets Bond
Fixed Income
USD

Emerging Markets Equity
Equity
CAD

Emerging Markets Equity
Equity
USD

Emerging Markets Hedge
Alternative
CAD

Equity Emerging Markets
Equity
AUD

Equity Funds
Equity
CNY

Equity Net Long Exposure
Alternative
USD

Equity Net Long Hedge
Alternative
CAD

Equity Net Neutral Exposu
Alternative
USD

Equity Net Neutral Hedge
Alternative
CAD

Equity Net Short Exposure
Alternative
USD

Equity Net Short Hedge
Alternative
CAD

Equity Region Asia Pacific w/o Japan
Equity
AUD

Equity Region Australia General
Equity
AUD

Equity Region Australia Large Blend
Equity
AUD

Equity Region Australia Large Geared
Equity
AUD

Equity Region Australia Large Growth
Equity
AUD

Equity Region Australia Large Value
Equity
AUD

Equity Region Australia Mid/Small Blend
Equity
AUD

Equity Region Australia Mid/Small Growth
Equity
AUD

Equity Region Australia Mid/Small Value
Equity
AUD

Equity Region Europe
Equity
AUD

Equity Region Japan
Equity
AUD

Equity Region North America
Equity
AUD

Equity Sector Australia - Natural Resources
Equity
AUD

Equity Sector Australia Real Estate
Equity
AUD

Equity Sector Global - Real Estate
Equity
AUD

Equity Sector Global - Technology
Equity
AUD

Equity Variable Exposure
Alternative
USD

Equity Variable Hedge
Alternative
CAD

Equity World / Australia
Equity
AUD

Equity World General
Equity
AUD

Equity World Large Blend
Equity
AUD

Equity World Large Growth
Equity
AUD

Equity World Large Value
Equity
AUD

Equity World Mid/Small Blend
Equity
AUD

Equity World Mid/Small Growth
Equity
AUD

Equity World Mid/Small Value
Equity
AUD

Euro Absolute Return
Alternative
EUR

Euro Aggressive Balanced
Allocation
EUR

Euro Cautious Balanced
Allocation
EUR

Euro Convertible Bond
Allocation
EUR

Euro Diversified Bond
Fixed Income
EUR

Euro Global Bond
Fixed Income
EUR

Euro Global Bond - Hedged
Fixed Income
EUR

Euro Government Bond
Fixed Income
EUR

Euro High Yield Bond
Fixed Income
EUR

Euro Inflation Linked Bond
Fixed Income
EUR

Euro Long Bond
Fixed Income
EUR

Euro Moderate Balanced
Allocation
EUR

Euro Money Market, Stable
Money Market
EUR

Euro Money Mkt, Dynamic
Money Market
EUR

Euro Short Bond
Fixed Income
EUR

Europe ex-UK Equity Large Cap
Equity
EUR

Europe ex-UK Small/Mid Cap
Equity
EUR

Europe Large-Cap Blend Equity
Equity
EUR

Europe Large-Cap Growth Equity
Equity
EUR

Europe Large-Cap Value Equity
Equity
EUR

Europe Mid-Cap Equity
Equity
EUR

Europe Small-Cap Equity
Equity
EUR

Europe Stock
Equity
USD

European Bond
Fixed Income
EUR

European Equity
Equity
CAD

Eurozone Large-Cap Equity
Equity
EUR

Eurozone Mid-Cap Equity
Equity
EUR

Eurozone Single Country Equity
Equity
EUR

Eurozone Small-Cap Equity
Equity
EUR

Financial Services Equity
Equity
CAD

Finland Equity
Equity
EUR

Fixed Income Arbitrage Hedge
Alternative
CAD

Fixed Income Funds
Fixed Income
CNY

Fixed Income: Arbitrage
Alternative
USD

FMP Multisector Bond
Fixed Income
USD

FMP Multisector Bond (clsd end)
Fixed Income
USD

FMP Short-term Bond
Fixed Income
USD

FMP Short-term Bond (clsd end)
Fixed Income
USD

FMP Ultrashort Bond
Fixed Income
USD

FMP Ultrashort Bond (clsd end)
Fixed Income
USD

Foreign Bond
Fixed Income
CAD

Foreign Large Blend
Equity
USD

Foreign Large Growth
Equity
USD

Foreign Large Value
Equity
USD

Foreign Small/Mid Growth
Equity
USD

Foreign Small/Mid Value
Equity
USD

France Large-Cap Equity
Equity
EUR

France Small/Mid-Cap Equity
Equity
EUR

Fund of Funds
Alternative
USD

Fund of Funds Hedge
Alternative
CAD

Germany Small/Mid-Cap Equity
Equity
EUR

Germany-Large Cap Equity
Equity
EUR

Global Bond - Diversified
Fixed Income
AUD

Global Equity
Equity
CAD

Global Equity Small/Mid Cap
Equity
USD

Global Equity Tilt Portfolio
Equity
CAD

Global Fixed Income
Fixed Income
CAD

Global Fixed Income Tilt Portfolio
Fixed Income
CAD

Global High Yield Bond
NULL
USD

Global Large-Cap Blend Equity
Equity
USD

Global Large-Cap Growth Equity
Equity
USD

Global Large-Cap Value Equity
Equity
USD

Global Macro
Alternative
USD

Global Macro Hedge
Alternative
CAD

Global Neutral Portfolio
Alternative
CAD

Global Portfolio
Allocation
CAD

Global Small/Mid Cap Equity
Equity
CAD

Greater China Equity
Equity
USD

Guaranteed Funds
Alternative
EUR

Guaranteed Funds
Alternative
CNY

Health Care Equity
Equity
CAD

High Yield Bond
Fixed Income
USD

High Yield Fixed Income
Fixed Income
CAD

High Yield Muni
US Municipal Fixed Income
USD

Hong Kong Equity
Equity
USD

Hybrid Income
Fixed Income
AUD

India Equity
Equity
USD

Inflation-Protected Bond
Fixed Income
USD

Intermediate Government
Fixed Income
USD

Intermediate Government
Fixed Income
USD

Intermediate-Term Bond
Fixed Income
USD

International Equity
Equity
CAD

Italy Equity
Equity
EUR

Japan Large-Cap Equity
Equity
JPY

Japan Small/Mid-Cap Equity
Equity
JPY

Japan Stock
Equity
USD

Japanese Equity
Equity
CAD

JPY Bond
Fixed Income
JPY

Korea Equity
Equity
USD

Large Blend
Equity
USD

Large Cap
Equity
USD

Large Cap
Equity
USD

Large Growth
Equity
USD

Large Value
Equity
USD

Latin America Equity
Equity
USD

Latin America Stock
Equity
USD

Liquid
Money Market
USD

Long Government
Fixed Income
USD

Long Government
Fixed Income
USD

Long-Short
Alternative
USD

Long-Short Funds
Alternative
EUR

Long-Term Bond
Fixed Income
USD

Managed Futures
Alternative
USD

Managed Futures Hedge
Alternative
CAD

Merger Arbitrage
Alternative
USD

Merger Arbitrage Hedge
Alternative
CAD

Mid-Cap Blend
Equity
USD

Mid-Cap Growth
Equity
USD

Mid-Cap Value
Equity
USD

Miscellaneous
Alternative
AUD

Moderate Allocation
Allocation
USD

Moderate Allocation Fund
Allocation
CNY

Money Market Funds
Money Market
CNY

Money Market Tax Free
Money Market
USD

Money Market Taxable
Money Market
USD

Mortgages
Fixed Income
AUD

Multi Strategy
Alternative
USD

Multi Strategy Hedge
Alternative
CAD

Multisector - Aggressive
Allocation
AUD

Multisector - Balanced
Allocation
AUD

Multisector - Conservative
Allocation
AUD

Multisector - Growth
Allocation
AUD

Multisector - Moderate
Allocation
AUD

Multisector Bond
Fixed Income
USD

Multisector Bond
Fixed Income
USD

Multisector Bond (clsd end)
Fixed Income
USD

Muni California Int/Sh
US Municipal Fixed Income
USD

Muni California Long
US Municipal Fixed Income
USD

Muni Florida
US Municipal Fixed Income
USD

Muni Massachusetts
US Municipal Fixed Income
USD

Muni Minnesota
US Municipal Fixed Income
USD

Muni National Interm
US Municipal Fixed Income
USD

Muni National Long
US Municipal Fixed Income
USD

Muni National Short
US Municipal Fixed Income
USD

Muni New Jersey
US Municipal Fixed Income
USD

Muni New York Int/Sh
US Municipal Fixed Income
USD

Muni New York Long
US Municipal Fixed Income
USD

Muni Ohio
US Municipal Fixed Income
USD

Muni Pennsylvania
US Municipal Fixed Income
USD

Muni Single State Interm
US Municipal Fixed Income
USD

Muni Single State Long
US Municipal Fixed Income
USD

Muni Single State Short
US Municipal Fixed Income
USD

Natural Resources Equity
Equity
CAD

Netherlands Equity
Equity
EUR

NOK Balanced
Allocation
NOK

NOK Bonds
Fixed Income
NOK

NOK Money Market
Money Market
NOK

NOK Short Bonds
Fixed Income
NOK

Non-Euro Absolute Return
Alternative
GBP

Non-Euro Inflation Linked Bond
Fixed Income
USD

Nordic Equity
Equity
SEK

Norway Equity
Equity
NOK

Other
Alternative
NULL

Other Bond Fund
Fixed Income
CNY

Pacific/Asia ex-Japan Stk
Equity
USD

Precious Metals Equity
Equity
CAD

Real Estate
Equity
CAD

Real Estate Equity
Equity
CAD

Relative Value Arbitrage
Alternative
USD

Relative Value Arbitrage Hedge
Alternative
CAD

Reserve Backed
Fixed Income
AUD

Retail Venture Capital
Alternative
CAD

Russia Equity
Equity
USD

Science & Technology Equity
Equity
CAD

Sector Equity Biotechnology
Equity
USD

Sector Equity Communications
Equity
USD

Sector Equity Consumer Goods and Services
Equity
USD

Sector Equity Energy
Equity
USD

Sector Equity Financial Services
Equity
USD

Sector Equity Health Care
Equity
USD

Sector Equity Industrial Materials
Equity
USD

Sector Equity Other
Equity
USD

Sector Equity Precious Metals
Equity
USD

Sector Equity Real Estate Direct
Equity
USD

Sector Equity Real Estate Indirect
Equity
USD

Sector Equity Technology
Equity
USD

Sector Equity Utilities
Equity
USD

SEK Aggressive Balanced
Allocation
SEK

SEK Balanced
Allocation
NULL

SEK Bonds
Fixed Income
SEK

SEK Cautious Balanced
Allocation
SEK

SEK Money Market
Money Market
SEK

SEK Short Bonds
Fixed Income
SEK

Short Government
Fixed Income
USD

Short Government
Fixed Income
USD

Short-Term Bond
Fixed Income
USD

Short-term Bond
Fixed Income
USD

Short-term Bond (clsd end)
Fixed Income
USD

Short-Term Bond Fund
Fixed Income
CNY

Singapore Equity
Equity
USD

Small Blend
Equity
USD

Small Growth
Equity
USD

Small Value
Equity
USD

Small/Mid Cap
Equity
USD

Spain Equity
Equity
EUR

Specialty
Alternative
CAD

Specialty - Health
Equity
USD

Specialty - Tech
Equity
USD

Specialty Australian Bonds - Cash
Fixed Income
AUD

Specialty Australian Bonds - Cash Enhanced
Fixed Income
AUD

Specialty Australian Bonds - High Yield
Fixed Income
AUD

Specialty or Miscellaneous
Equity
CAD

Specialty-Communications
Equity
USD

Specialty-Financial
Equity
USD

Specialty-Health
Equity
USD

Specialty-Natural Res
Equity
USD

Specialty-Precious Metals
Equity
USD

Specialty-Real Estate
Equity
USD

Specialty-Technology
Equity
USD

Specialty-Utilities
Equity
USD

Stable Value
Alternative
USD

Sterling Aggressive Balanced
Allocation
GBP

Sterling Balanced
Allocation
NULL

Sterling Cautious Balanced
Allocation
GBP

Sterling Diversified Bond
Fixed Income
GBP

Sterling Global Bond
Fixed Income
GBP

Sterling Government Bond
Fixed Income
GBP

Sterling High Yield Bond
Fixed Income
GBP

Sterling Money Market
Money Market
GBP

Sweden Large-Cap Equity
Equity
SEK

Sweden Small/Mid-Cap Equity
Equity
SEK

Sweden/Global Equity
Equity
SEK

Switzerland Large-Cap Equity
Equity
CHF

Switzerland Small/Mid-Cap Equity
Equity
CHF

Taiwan Balanced
Allocation
USD

Taiwan Bond
Fixed Income
USD

Taiwan Equity
Equity
USD

Target Date 2000-2014
Allocation
EUR

Target Date 2015+
Allocation
EUR

Target-Date 2000-2014
Allocation
USD

Target-Date 2015-2029
Allocation
USD

Target-Date 2030+
Allocation
USD

U.S. Large-Cap Blend Equity
Equity
USD

U.S. Large-Cap Growth Equity
Equity
USD

U.S. Large-Cap Value Equity
Equity
USD

U.S. Mid-Cap Equity
Equity
USD

U.S. Small-Cap Equity
Equity
USD

UK Large-Cap Blend Equity
Equity
GBP

UK Large-Cap Growth Equity
Equity
GBP

UK Large-Cap Value Equity
Equity
GBP

UK Mid-Cap Equity
Equity
GBP

UK Small-Cap Equity
Equity
GBP

Ultrashort Bond
Fixed Income
USD

Ultrashort Bond
Fixed Income
USD

Ultrashort Bond (clsd end)
Fixed Income
USD

Unlisted and Direct Property - Australia
Equity
AUD

Unlisted and Direct Property - Global
Equity
AUD

US Equity
Equity
CAD

US Money Market
Money Market
USD

US Small/Mid Cap Equity
Equity
CAD

World Allocation
Allocation
USD

World Bond
Fixed Income
USD

World Stock
Equity
USD

World/Australian Bonds
Fixed Income
AUD