Skip to Content
Get 14 Days Free
Sign Up
Sign In
Sign In
Learn
Start Investing
Investing Classroom
Investing Glossary
Plan
Tax Planning
Personal Finance
Save for College
Save for Retirement
Invest in Retirement
Research
Mutual Funds
Stocks
ETFs
Bonds
Best Investments
Portfolio
Markets
Investing
Learn
Start Investing
Investing Classroom
Investing Glossary
Plan
Tax Planning
Personal Finance
Save for College
Save for Retirement
Invest in Retirement
Research
Mutual Funds
Stocks
ETFs
Bonds
Best Investments
Portfolio
Markets
For Professionals
Research & Insights
Advisor Insights
Featured Reports
Morningstar Magazine
The Investor Success Project
ESG Investing
Licensed Research
Software & Data Services
Morningstar Direct
Morningstar Office Cloud
Morningstar Advisor Workstation
Morningstar Data
PitchBook
Morningstar Enterprise Components
Money Management
Morningstar Retirement Manager
Morningstar Managed Portfolios
Morningstar Indexes
Conference
All Products & Services
Company
Who We Are
Work Here
Newsroom
Investor Relations
Global Contacts
Catalyst/Exceed Defined Shield I
SHIIX
Morningstar Analyst Rating
Quantitative rating as of
Dec 31, 2019
Quote
Fund Analysis
Performance
Risk
Price
Portfolio
People
Parent
Sponsor Center
