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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.

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