|Firm Name||As of Date||Action||Rating||Report|
|Ned Davis Research Group||10/09/2014||Upgrade||Log in for rating & report|
|XTF Inc.||11/29/2019||Downgrade||out of 10|
Overall - 27 Consumer Defensive funds ratedRating Information
3 out of 5 stars
Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 27 funds within its Morningstar Consumer Defensive 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 27 funds|
|5 Yr.||Out of 23 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.