Morningstar U.S. | Morningstar Indexes


US

Morningstar Indexes


		Overview


		Style Indexes


		Sector Indexes


		Global Equity Indexes


		Dividend Indexes


		Bond Indexes


		Commodity Indexes


		Asset Allocation Indexes


		Focus Indexes


		Applications


		Licensing

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Licensed Data

Licensed Tools and Content

Convenient. Practical. Intuitive.

Transparent methodologies, objective rules, and a name that evokes trust and confidence among investors worldwide make the Morningstar® Indexes perfect vehicles for a range of investment applications.

Morningstar Indexes balance market coverage with stock liquidity and optimally rebalance holdings to minimize turnover. These indexes help investors, advisors, and institutions create discrete building blocks for portfolio assembly, assess stock and fund characteristics and performance, implement precise portfolios, and contextually analyze the market.

Relevant applications: Wide-ranging solutions


Morningstar Indexes are ideal for:

Distinctive product creation
Use the underlying data and insight to support the creation of index-linked investment products, such as exchange-traded funds, mutual funds, derivatives, and structured products.

Accurate benchmarking
Establish performance criteria and use the indexes to measure and monitor manager performance, as well as style consistency.

Precise asset allocation
Clearly draw distinctions between stock styles and use this information as the basis to fine-tune risk exposure by allocating assets into relevant asset classes.

Efficient portfolio construction
Use the clear style distinctions to create diversified portfolios free of gaps and unintended overlap. Investment products based on the indexes are also available from third parties, streamlining the process of targeted portfolio assembly.

Holistic market monitoring
Apply the Morningstar Market Barometer

—a tool that shows the performance of each Morningstar Style Index in varying shades of red and green—to offer an intuitive way to understand shifting patterns across the market in real-time.

Effective client communications
Use Morningstar Indexes to differentiate investments from comparable alternatives and present a meaningful, accurate framework for evaluating performance.