U.S.A.
Morningstar® Indexes
Connecting the science and art of indexing.
Back
Methodology Documents
Sustainability Indexes
Construction Rules for Morningstar® Sustainability Index Family
139K
Equity Indexes
Construction Rules for the Morningstar® Developed Markets Wide Moat Focus Index
193K
Construction Rules for the Morningstar® Sector Moat Focus Index Family
221K
Construction Rules for the Morningstar® US Dividend Yield Focus 50 Equal Weight Index
142K
Construction Rules for Morningstar® Global REIT Index Family
150K
Construction Rules for Morningstar® Moat Index Series
123K
Construction Rules for Morningstar® Global Market Index
258K
Construction Rules for Morningstar® Global ex-US Dividend Growth Index
242K
Construction Rules for the Morningstar® Developed Markets Large Cap Dividend Leaders Index
247K
Construction Rules for Morningstar® Dividend Yield Focus Target Volatility 5 Index
60K
Construction Rules for Morningstar® Australia Dividend Yield Focus Index
225K
Construction Rules for Morningstar® Developed Markets Dividend Yield Focus Index
177K
Construction Rules for Morningstar® Australia Moat Focus Index
161K
Construction Rules for Morningstar® Brazil Target Momentum Index
109K
Construction Rules for Morningstar® North America 100 Equal Weight Index
129K
Construction Rules for Morningstar® Global ex-US Moat Focus Index
192K
Construction Rules for Morningstar® US Market Index
165K
Construction Rules for Morningstar® Ultimate Stock-Pickers Target Volatility Indexes
67K
Construction Rules for Morningstar® Emerging Markets Equal Country Weighted Index
125K
Construction Rules for Morningstar® Target Value Index Series (Global ex-North America)
173K
Construction Rules for Morningstar® Target Momentum Index Series (Global ex-North America)
92K
Construction Rules for Morningstar® US Dividend Growth Index
194K
Construction Rules for Morningstar® US Target Value Index
87K
Construction Rules for Morningstar® US Target Momentum Index
77K
Construction Rules for Morningstar® Style Indexes
353K
Construction Rules for Morningstar® Canada Target Value Index
152K
Construction Rules for Morningstar® Sector Indexes
128K
Construction Rules for Morningstar® Global Equity Classification Structure
185K
Construction Rules for Morningstar® Global Markets ex-US Index Family
445K
Construction Rules for Morningstar® National Bank Quebec Index
77K
Construction Rules for Morningstar® National Bank Quebec Index (French)
120K
Construction Rules for Morningstar® Dividend Indexes
175K
Construction Rules for Morningstar® Dividend Yield Focus Index
137K
Construction Rules for Morningstar® US Target Dividend Index
79K
Construction Rules for Morningstar® Canada Target Dividend Index
155K
Construction Rules for Morningstar® MLP Composite Index
169K
Construction Rules for Morningstar® US Market Factor Tilt Index
482K
Construction Rules for Morningstar® Developed Markets ex-US Index and Morningstar® Emerging Markets Factor Tilt Index
253K
Construction Rules for Morningstar® Canada Target Momentum Index
77K
Construction Rules for Morningstar® Wide Moat Focus Index
192K
Construction Rules for Morningstar® Ultimate Stock-Pickers Index
876K
Thematic Indexes
Construction Rules for the Morningstar® Exponential Technologies Moat Focus Index
289K
Construction Rules for Morningstar® Canada Natural Resource Index
154K
Construction Rules for the Morningstar® Exponential Technologies Index
107K
Construction Rules for Morningstar® US CapEx Index
101K
Construction Rules for Morningstar® Global Multi-Asset Infrastructure Index
245K
Construction Rules for Morningstar® Global Equity Infrastructure Index
246K
Construction Rules for Morningstar® Global Bond Infrastructure Index
266K
Construction Rules for Morningstar® Global Upstream Natural Resources Index
221K
Fixed-Income Indexes
Construction Rules for the Morningstar® Global Government Bond Index Family
268K
Construction Rules for Morningstar® Core Bond Indexes
542K
Construction Rules for Morningstar® U.S. Bond Market Yield-Optimized Index
189K
Construction Rules for the Morningstar® Canada Liquid Bond Index
120K
Construction Rules for Morningstar® Emerging Markets Bond Indexes Family
452K
Alternative Investment Indexes
Construction Rules for Morningstar® Diversified Alternatives Index
320K
Construction Rules for Morningstar® Global Commodity Indexes
433K
Construction Rules for Morningstar® Commodity Indexes
391K
Construction Rules for Morningstar® Diversified Futures Index
405K
Construction Rules for Morningstar® Broad Hedge Fund Index
75K
Construction Rules for Morningstar® NEXUS Hedge Fund Replication Index
297K
Multi-Asset Indexes
Construction Rules for Morningstar® Lifetime Allocation Indexes
207K
Construction Rules for Morningstar® Target Risk Indexes
161K
Construction Rules for the Morningstar® Global Balanced Index
258K
Construction Rules for Morningstar® 529 College Savings Indexes
101K
Construction Rules for Morningstar® Global Allocation Index
97K
Construction Rules for Morningstar® Multi-Asset High Income Index
265K
Construction Rules for Morningstar® US Real Asset Index
151K
General
Morningstar Indexes Fundamental and Proprietary Data Methodology
315K
Morningstar Indexes Distance to Default Methodology
256K
Morningstar Indexes Calculation Methodology
416K
Morningstar Indexes Corporate Actions Methodology
155K
Morningstar® Indexes Currency Hedging Methodology
156K
Morningstar® Indexes Target Volatility Methodology
228K
© Morningstar. All rights reserved.