Monthly Summaries
Frequently Asked Questions
- How do funds get classified?
- What are the Global Industry Classification Standard (GICS) sector definitions?
- How does Morningstar classify which country a particular firm should be associated with?
- What is the definition of Volatility Risk?
- Explain cash in the top holdings section of the fund profile.
- Why are there negative values in top holdings?
- MORNINGSTAR REFERENCE DOCUMENTS
Fixed Income Funds
- Ideal Money Market Fund II
- Ideal Canadian Bond Fund
- Ideal Corporate Bond Fund (formerly Ideal Corporate High Yield Bond Fund)
- Ideal International Bond Fund
Monthly Income Funds
Dividend Funds
- Ideal Canadian Dividend Growth Fund
- Ideal Dividend Income Fund
- Ideal U.S. Dividend Growth Fund
- Ideal Global Dividend Growth Fund
Canadian Equity Funds
Global Equity Funds
- Ideal U.S. Equity Value Fund (formerly Ideal U.S. Equity Fund)
- Ideal International Equity Fund
- Ideal Global Equity Fund
Focus Funds
Ideal Portfolios
- Ideal Conservative Portfolio
- Ideal Moderate Portfolio
- Ideal Growth Portfolio
- Ideal Aggressive Portfolio
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Ideal Segregated Funds
