Morningstar Unveils Revised Bonds Classification System

Chicago-based investment research and data provider Morningstar has rolled out a new sector classification system for fixed income funds, featuring six super-sectors, 17 primary sectors, and 72 secondary sectors, compared to the vendor’s previous system of four super-sectors and 13 sectors.

Officials say the new model provides a more detailed view of a fund’s strategy and investments, and addresses the needs of global investors by including sectors for world and emerging market bond funds.

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: