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Morningstar Ratings reflect risk-adjusted performance. The Morningstar Rating TM is derived from a weighted average of the performance figures associated with the Fund’s 3-, 5- and 10-year
(if applicable) periods.
Morningstar Ratings metrics. Morningstar Ratings are based solely on a proprietary mathematical formula based on measures of risk and performance that it recalculates each month. The ratings
formula measures the amount of variation in a fund’s or E TF’s monthly performance (including the effects of sales charges, loads and redemption fees) emphasizing downward variations and rewarding
consistency. Ratings are subject to change every month. The top 10% of the funds in the category received 5 stars; the next 22.5%, 4 stars; the next 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10%,
Ratings are based on specific class performance of each fund. Current fund performance may be higher or lower, which may change a fund’s star rating. Despite high ratings, funds may have experienced
negative performance during the period. Performance may reflect a waiver of part of a fund’s fees for certain periods since inception, without which returns would have been lower. A class share ratings no
longer reflect sales charges. As of November 1, 2016, Morningstar will no longer provide ratings for load-adjusted share classes.
© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1) is proprietary to Morningstar and/or its content 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.
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