|Uses of Our Indexes|
|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.
|What you can do:|
|Build investment products|
|Morningstar licenses its indexes to qualified institutional clients as the basis for creating investable products.|
|Use data for research and benchmarking|
|More than 50 unique data elements including index closing values, total returns, risk statistics, sector breakdown, and index-level fundamental data are available. Constituent name, weights, prices, market cap, and free-float values are also offered daily or monthly. A separate file with details on all corporate actions impacting the index constituents is available each business day. Back history data can also be made available.|
See the Morningstar Indexes Data License for more information
Morningstar Indexes can also serve as an alternative to other indexes. Morningstar’s Correlation Analyzer tool lets users compare third-party indexes with applicable Morningstar Indexes.
Launch the Correlation Analyzer tool
|Conduct 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.|
|See It Work|
|©Morningstar 2013. All rights reserved. The information contained herein: (1) is not guaranteed to be complete, accurate or timely; (2) is provided solely for informational purposes; (3) shall not be deemed to be an offer to buy or sell any security; (4) does not constitute investment advice; and (5) to the extent it contains any opinion, is provided as of the date written and may not be consistent across Morningstar. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. |