Webinar: DFRA -Incorporating Real Assets as a Portfolio Diversifier

Disclosure:

Yield to Worst: Yield to worst is the worst yield you may experience assuming the issuer does not default. It is the lower of yield to call and yield to maturity

Third party rating/ranking disclosure:
Donoghue Forlines believes that any questionnaire or survey used in the preparation of the third-party ranking is structured to make it equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result. Donoghue Forlines has provided the third-party rating agency compensation in connection with obtaining or using the third-party rating.

Regarding the Morningstar Rating:
© 2023 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Morningstar Category/Morningstar Category % Rank Investments are placed into Morningstar categories based on their compositions and portfolio statistics so that investors can make meaningful comparisons. Morningstar Category % Rank is a fund’s total-return percentile rank relative to all funds in the same category. The highest (or most favorable) percentile rank is one and the lowest (or least favorable) percentile rank is 100. The Category % Rank complements the Morningstar Rating, especially for funds in smaller categories because these funds may have received a 3-star rating but could be in the top half of their category performance.