For each separate account with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a separate account’s monthly performance placing more emphasis on downward variations and rewarding consistent performance. The top 10% of separate accounts in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. CUSH was rated against 61 World Allocation separate accounts in the last three years. With respect to these World Stock separate accounts, CUSH received a Morningstar Rating of 3 stars. Past performance is no guarantee of future results.
(2009) Morningstar, Inc. All Rights Reserved. The Morningstar rating 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 not 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. Ratings as of 03/31/11 and subject to change. The inception date of the CUSH Value investment record is 11/30/07. |
