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Rule Books

Equity Indexes

Construction Rules for Morningstar® US REIT Index

Construction Rules for Morningstar® Style Indexes

Construction Rules for Morningstar® Canada Value Index

Construction Rules for Morningstar® Sector Indexes

Construction Rules for Morningstar® Global Equity Classification Structure

Construction Rules for Morningstar® Global Markets ex-US Index Family

Construction Rules for Morningstar® Global Upstream Natural Resources Index

Construction Rules for Morningstar® National Bank Quebec Index

Construction Rules for Morningstar® National Bank Quebec Index

Construction Rules for Morningstar® Dividend Indexes

Construction Rules for Morningstar® Dividend Yield Focus Index

Construction Rules for Morningstar® US Dividend Target 50 Index

Construction Rules for Morningstar® Canada Dividend Target 30 Index

Construction Rules for Morningstar® MLP Indexes

Construction Rules for Morningstar® US Market Factor Tilt Index

Construction Rules for Morningstar® Developed Markets ex-US Index

and Morningstar® Emerging Markets Factor Tilt Index

Construction Rules for Morningstar® Canada Momentum Index

Construction Rules for Morningstar® Wide Moat Focus Index

Construction Rules for Morningstar® Ultimate Stock-Pickers Index

Fixed-Income Indexes

Construction Rules for the Morningstar® Canada Liquid Bond Index

Construction Rules for Morningstar® Emerging Markets Bond Indexes Family

Construction Rules for Morningstar® Fixed-Income Indexes

Alternative Investment Indexes

Construction Rules for Morningstar® Commodity Indexes

Construction Rules for Morningstar® Global Commodity Indexes

Construction Rules for Morningstar® Diversified Futures Index

Construction Rules for Morningstar® Broad Hedge Fund Index

Construction Rules for Morningstar® NEXUS Hedge Fund Replication Index

Asset Allocation Indexes

Construction Rules for Morningstar® Global Allocation Index

Construction Rules for Morningstar® Asset Allocation Indexes

Construction Rules for Morningstar® Multi-Asset High Income Index

Construction Rules for Morningstar® US Real Asset Index

General

Morningstar® Indexes Currency Hedging Methodology

Morningstar® Indexes Target Volatility Methodology

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