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Morningstar Categories

Recommendation: Make it easy to combine mutual fund, CIT (and ETF) categories in Morningstar ZDirect/Presentation Studio.

Situation: Each fund family has different investment minimums for their funds. Need be able to perform analysis of mutual funds and CITs together.

2 Examples are:

Categories - Combining CITs & Mutual Funds:

    1. US SA Allocation 30%-50% Equity & US Fund Target-Date Retirement
    2. US SA Target Date 20xx & US Fund Target-Date 20xx
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