Morningstar® Indexes
Connecting the science and art of indexing.
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Morningstar® Style Indexes
The Morningstar® Style Index family tracks the equity market in the United States by capitalization and investment style using a comprehensive, rules-based, 10-factor methodology. Morningstar Style Indexes are based on the same methodology as the Morningstar Style Box™, giving investors a framework to accurately track the behavior and characteristics of each market segment. Constructed without gaps or overlap, each Morningstar Style Index can be used as a discrete building block for efficient portfolio construction.
Indexes available:
Broad Market Index
Targets 97% market capitalization coverage
Capitalization Indexes
Large Cap: 70% market capitalization
Mid Cap: 20% market capitalization
Small Cap: 7% market capitalization
Style Indexes
The nine segments of the well-known Morningstar Style Box are specified by style and market capitalization.
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