2021-02-22 OMA Agenda - Board of Trustees (002)
Morningstar Disclaimer ©2016 Morningstar, Inc. All Rights Reserved.
Selected reports, specifically the Asset Allocation, Sector Allocation, and Investment Style Reports, utilize underlying security information provided by Morningstar, Inc. This information:
(1) is proprietary to Morningstar and/or its content providers;
(2) may not be copied or distributed separate from this report; 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 information is provided as of December 2020.
INVESTMENT STYLE
Credit Quality & Definition
S&P
Moody's
High
AAA - AA-
Aaa - A3
Medium
A+ - BBB-
Baa1 - Baa3
Low/Not Rated
Below BBB-
Below Baa3
Duration
Maturity
Short
Less Than 5 Years
Intermediate
Between 5 and 10 Years
Long
Over 10 Years
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com
As of February 15, 2021
Page 20 of 20
Made with FlippingBook - Online magazine maker