Post by Admin/YBB on Jun 28, 2021 8:11:42 GMT -6
M* also has 11 sectors but those differ from 11 GICS sectors (by S&P, MSCI). Notable differences are for Tech/IT, Financials, Consumer-Cyclicals/Discretionary. Sector names also differ slightly. This is why sector % for funds may differ at M* and fund/brokerage sites.
M* was ahead in separating real estate in 2011 (vs GICS in 2016), and with other changes, but now this may create confusion.
www.morningstar.com/content/dam/marketing/shared/pdfs/Research/953055.pdf?cid=RED_RES0002
(highlight link text--Go to http://www....; or highlight link text--copy (don't copy link address)--paste in a new tab to open)
M* was ahead in separating real estate in 2011 (vs GICS in 2016), and with other changes, but now this may create confusion.
www.morningstar.com/content/dam/marketing/shared/pdfs/Research/953055.pdf?cid=RED_RES0002
(highlight link text--Go to http://www....; or highlight link text--copy (don't copy link address)--paste in a new tab to open)