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Introducing the New Alternative Morningstar Categories

We've split, retired, and merged the old alternative categories into new and existing categories.

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In order to better define the ever-evolving alternatives landscape and improve the information available to investors when considering these investments for their portfolios, we are enhancing the Morningstar Category classification system, with the changes going into effect on April 30, 2021.

Morningstar Direct and Office clients can find the updated category classification methodology here and an FAQ here.

Erol Alitovski does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.