PDF-2015 morningstar inc all righformation in this document i

Construction Rules for Morningstar Wide Moat Focus Index April 2015 2015 Morningstar Inc All rights reserved The information in this document is the property of Morningstar Inc Reproduction or. Morningstar Research Inc All Rights Reserved The information contained herein 1 is proprietary to Morningstar andor its content providers 2 may not be copied or distributed and 3 is not warranted to be accurate complete or time 15 of authorised capital subject to a maximum stamp duty of Rs 25 lakhs of stamp duty Stamp duty shall be 015 of amount of increase in authorized capital subject to maximum of Rs 25 Lakhs Delhi companies not having share capital other than section 25 Morningstar Credit Rating Methodology {{{{{{{{{{{{{{{ 10%22.5%35%22.5%10% Investor BenetsProvides focused comparison groups to help investors build multi-fund portfoliosIs sensitive to manager skill and fund quality and less sensitive t ODD SEM J ULY DATE DAY DESCRIPTION 1 .07.2015 Wednesday Reopening day 2 .07.2015 Thursday 3 .07.2015 Friday 4 .07.2015 Saturday 5 .07.2015 Sunday 6 .07.2015 Monday 7 .07.2015 Tuesday 8 .07.2015 Wedn Fund Name Category Analyst Rating Overall Morningstar Risk Expense Ratio (%) Longest Mgr Tenure (Yr) Start Month Tenure Return Annualized Index Return Outperformance Versus Index American Fund Downturns and Recoveries Stock Market Contractions and Expansions Past performance is no guarantee of future results.This is for illustrative purposes only and not indicative of any investment. An inv Trailing1-YearTrailing3-Year*Trailing5-Year*Trailing10-Year*Morningstar Wide Moat Focus(Cap Weighted) 5 Morningstar, Inc. All rights reserved. Morningstar and the Morningstar logo are either trademark How Our Clients Work With Us. We work . hand-in-hand. with major media companies, platforms, exchanges, regulators and other alliances and redistributors to help power . their offerings with . quality data. 1 About the SEC The Securities and Exchange Commission (SEC) is one of the regulatory watchdogs of the U.S. government, created in the 1930s to protect investors, maintain fair and efcient market Delivering a Full Market Perspective. 2 For . Professional Investor Use Only. Not for Public Distribution. Please see DISCLOSURES at the back for important information regarding this presentation.. Describing Your Product/Service for your IMC Plan. Ideas for . an IMC Plan. Food Trucks. Restaurants. Brewery. Organic Café. Wireless door locks. Branded fashion rental store. Diabetic chocolate. Organic Cotton Baby Clothes Line. Advantages of 401(k) Investing. © 2015 Morningstar. All Rights Reserved. . Participant control. Amount invested. Asset mix. Ownership of assets. Pre-tax investing. Tax deferral. Tailored investment plan. Huntsville-Madison County Public Library. Mind Your Money is made possible by a grant . from the FINRA Investor Education Foundation . through Smart investing@your library. ®. , . a partnership with the American Library Association. .