2020 Financial Performance

3 Empowering Investor Success Since 1984 We've continuously innovated and acquired capabilities to illuminate many aspects of an investor's portfolio, starting with mutual funds and evolving to include stocks, bonds, private market investments, and ESG factors Mutual Fund Sourcebook Morningstar Principle Osed-End Funds CE MINIS MORNINGSTAR Top S aning agency stars in está tak The Year (ditional and maaha aufted albert Phase Fund Fesyenings Ricker That Home Worth Ma Mark und E AAA B A CCC BB AA BBB 84 85 91 92 97 01 02 05 06 10 11 MORNINGSTAR Office Search Cents Secures and Pica Activity -1.29% Lists Sens DBRS $1.4bil 16 17 19 20 ibbotson * Gold PitchBook SUSTAINALYTICS Silver Bronze Neutral Negative MORNINGSTAR®

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