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Risk disclosures

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Investing involves risks, including the potential loss of principal. The stock prices of midsize and small companies can change more frequently and dramatically than those of large companies. Growth stocks may be more susceptible to earnings disappointments, and value stocks may decline in price. Large company stocks could fall out of favor, and foreign investing, especially in emerging markets, has additional risks, such as currency and market volatility and political and social instability. Fixed-income investments are subject to interest-rate and credit risk; their value will normally decline as interest rates rise or if an issuer is unable or unwilling to make principal or interest payments. Investments in higher-yielding, lower-rated securities include a higher risk of default. Liquidity—the extent to which a security may be sold or a derivative position closed without negatively affecting its market value, if at all—may be impaired by reduced trading volume, heightened volatility, rising interest rates, and other market conditions. Municipal bonds could decline due to issues at the state or project level, and funds that invest in one state could be disproportionately affected. Capital gains, if any, are taxable, and some municipal bond investors may also be subject to the Alternative Minimum Tax. Please see the funds' prospectuses for additional risks. This material is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise.

Narrative disclosures

Content rendered specific to this visualization is generated by Narrative Science Inc. (the content). The analytics used to produce the content correspond to a visualization that has been characterized as either discrete, continuous, scatterplot, or percent of whole. Discrete visualizations may use the following analytics: distribution, averages, totals, groupings, and clusters (discrete analytics). Continuous visualizations will use the following analytics: averages, totals, streaks, volatility, segments, progression, and performance (continuous analytics). Distribution visualizations will use the following analytics: groupings and progressions (distribution analytics). Scatterplot visualizations will use the following analytics: regression, clustering, outliers, and range (scatterplot analytics). Percent-of-whole visualizations will use the following analytics: distribution, averages, totals, groupings, and clusters (percent-of-whole analytics).


A good/bad fit of a linear regression is a statistical term in which the R-squared value is typically above/below 0.9. R-squared is a measurement that indicates how closely a fund's performance correlates with the performance of its benchmark index. R-squared can range from 0.00 to 1.00, with a 1.00 indicating perfect correlation to the index.


The data and commentary provided reflect just a few snapshots in time. They are not meant to be a complete representation of the fund’s performance, and performance for different time periods will vary. Current fund performance may be lower or higher than the performance cited. Past performance does not guarantee future results.