Please note that reports published for several share classes under this strategy on July 1, 2026, contained incorrect Morningstar Medalist Ratings and Price Scores. The strategy has since been rerated using the correct information, and the reports have been updated accordingly. Share classes unaffected by the incorrect information may still have had their ratings changed during the rerate if their Medalist Price Score had changed since the previous rating was issued.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TSPA’s performance objective and investment process is for both security selection and portfolio construction.
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