The Morningstar® Asset Allocation Index family includes four distinct index series. The Morningstar® Lifetime Allocation Index series consists of 13 indexes available in three risk profiles: aggressive, moderate, and conservative. The five indexes in the Morningstar® Target Risk Index series represent equity market risk levels ranging from aggressive to conservative. The Morningstar® Asset Allocation Index family also includes Multi-Asset High Income and Real Asset Indexes.
All of the indexes are built on asset allocation methodologies developed by Ibbotson Associates, a leader in asset allocation research and a Morningstar company since 2006. The Asset Allocation Indexes provide pure asset-class exposure to global equities, global fixed-income, commodities, and Treasury Inflation-Protected Securities (TIPS) by using existing Morningstar indexes as allocation building blocks.
