Popular Funds List | Morningstar

Morningstar

Popular Mutual Funds List

Share Class Type

1 to 7 of 7 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Popular Total Return Fund Class A Shares	TRAFX	Moderate Allocation			5.06%	74	1.660%	High	Front Load	$500
Popular Total Return Fund Class C Shares	TRCFX	Moderate Allocation			4.27%	84	2.420%	High	Level Load	$500
Popular High Grade Fixed-Income Fund Class A Shares	PHGFX	Intermediate Core-Plus Bond			−2.64%	99	2.510%	High	Front Load	$3,000
Popular U.S. Government Money Market Fund I Non Withholding	MMGXX	Money Market-Taxable	—		2.58%	—	0.670%	—	—	$0
Popular U.S. Government Money Market Fund A Non Withholding	MMTXX	Money Market-Taxable	—		2.54%	—	0.660%	—	—	$0
Popular U.S. Government Money Market Fund A	MMYXX	Money Market-Taxable	—		2.54%	—	0.650%	—	—	$0
Popular U.S. Government Money Market Fund I Institutional	MMFXX	Money Market-Taxable	—		2.51%	—	0.780%	—	—	$0

Popular Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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