|
| | | | Morningstar® Factor-Based Indexes | | | Morningstar® Factor-Based Indexes are customized and constructed to achieve a specific equity investing strategy. | | | | | | |  View documents about our Factor-Based methodology | | The Morningstar® Factor Tilt Index Family is made up of three indexes: Morningstar® US Market Factor Tilt Index , Morningstar® Developed ex-US Markets Factor Tilt Index, and Morningstar® Emerging Markets Factor Tilt Index. 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. Stocks that are deemed to be small capitalization or small value have an overweighting in the index compared to their weight in a corresponding market-capitalization-weighted index. Likewise, stocks designated as “large” or “growth” stocks have underweighting compared to a standard market-capitalization weighting.
The Morningstar® Canada Momentum Index invests in equity securities of the largest and most liquid Canadian issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price. |
| | | | Take Action | | | |  | | | | | See It Work | | | | | | | | | | Learn More | | | | | | | | | | | | | | Customer Support | | | |
| | | | |
|
| | ©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. | |
|
|
|
