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China Region Leads New Category Rollout

Morningstar is introducing three new categories.

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Morningstar is rolling out three new categories.

When we decide whether a category should be created, we look for three things. First, we look for performance that's different from the existing categories. Second, we look for a measurable difference in portfolios. Third, we look for a critical mass of at least 20 funds--you'd be amazed how many fund types go from trendy to dumpster in a few years.

For a really deep dive on our categories, check out our methodology document on the subject.

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.