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Connecting the science and art of indexing.
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Morningstar® Factor-Based Indexes
The Morningstar® Factor-Based Index family relies on the premise that, whether markets are efficient or not, anomalies exist in the market. By capitalizing on the expertise of our qualitative and quantitative researchers, Morningstar can identify fundamental factors and use them to construct intelligent indexes for achieving specific equity investing strategies.
Building on investment strategies
Our factor-based indexes start with an idea, often emerging from what our researchers have uncovered in their own or in academic studies. Some examples of our factor-based indexes include the Morningstar® Factor Tilt Index Family. These indexes measure the performance of U.S., developed ex-U.S., and emerging markets with increased exposure to small/micro-capitalization and value stocks. They test the theory that over long periods of time, portfolios of small-company stocks, as measured by market capitalization, tend to outperform portfolios of large-company stocks within the same equity markets.
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