Analyst Advantage
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Global Moat
Morningstar Australia Moat Focus 01/14/2016 -0.35 -5.72 -5.72 -4.60 -0.58 4.91 5.88 10/23/2018
Morningstar Developed Markets Wide Moat Focus 04/28/2017 -0.52 -6.25 -6.25 4.96 8.41 13.51 10.63 10/22/2018
Morningstar Canada Moat Focus 04/27/2017 -0.10 -4.69 -4.69 -5.65 -3.58 6.84 1.77 10/22/2018
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 -0.33 -6.53 -6.53 -10.11 -5.16 7.12 -0.17 10/22/2018
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.94 -6.81 -6.81 -8.94 -8.92 3.75 1.23 10/22/2018
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.64 -6.35 -6.35 -8.15 -5.83 6.01 0.68 10/22/2018
Morningstar Developed Markets Moat Select 04/27/2017 -0.68 -7.33 -7.33 -2.55 0.70 10.77 7.77 10/22/2018
Morningstar Emerging Markets Moat Focus 05/11/2017 0.73 -5.08 -5.08 -6.79 -7.23 5.51 1.67 10/22/2018
Morningstar Global ex-Australia Moat Focus 05/11/2017 -0.38 -7.50 -7.50 -3.02 -0.27 10.18 7.75 10/22/2018
Morningstar Global ex-Japan Moat Focus 05/11/2017 -0.46 -7.29 -7.29 -3.30 -0.64 10.10 7.25 10/22/2018
Morningstar Global Markets Moat Focus 05/11/2017 -0.43 -7.36 -7.36 -3.33 -0.72 10.11 7.20 10/22/2018
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 -0.57 -6.65 -6.65 2.15 4.71 12.20 9.71 10/22/2018
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 -0.39 -6.94 -6.94 5.94 9.27 13.77 11.17 10/22/2018
Morningstar Global Wide Moat Focus 04/23/2018 -0.42 -6.15 -6.15 0.41 2.91 11.58 9.35 10/22/2018
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 -0.36 -8.93 -8.93 -9.93 -7.08 8.78 2.38 10/22/2018
Morningstar Global Communication Services Moat Focus 03/09/2017 -0.61 -2.84 -2.84 -2.88 -2.05 3.43 3.81 10/22/2018
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 -0.43 -2.35 -2.35 -3.59 2.01 7.38 8.10 10/22/2018
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.18 -6.88 -6.88 1.09 7.66 10.07 7.05 10/22/2018
Morningstar Global Energy Moat Focus 03/09/2017 -0.28 -6.72 -6.72 2.51 13.51 6.82 -1.89 10/22/2018
Morningstar Global Financial Services Moat Focus 03/09/2017 -0.87 -6.91 -6.91 -11.90 -9.40 7.63 4.73 10/22/2018
Morningstar Global Healthcare Moat Focus 03/06/2017 -1.15 -5.15 -5.15 10.91 8.78 10.34 12.07 10/22/2018
Morningstar Global Industrials Moat Focus 02/06/2017 -0.16 -8.70 -8.70 -3.17 0.21 17.50 10.90 10/22/2018
Morningstar Global Real Estate Moat Focus 03/06/2017 0.29 -5.11 -5.11 -2.64 0.90 7.11 7.19 10/22/2018
Morningstar Global Technology Moat Focus 03/06/2017 0.72 -9.09 -9.09 6.01 9.12 19.89 16.97 10/22/2018
Morningstar Global Utilities Moat Focus 02/06/2017 -0.16 0.56 0.56 4.86 1.94 11.14 10.30 10/22/2018
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.07 -4.77 -4.77 -2.38 1.55 7.15 7.31 10/22/2018
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 -1.05 -4.94 -4.94 11.16 8.91 11.29 11.90 10/22/2018
Morningstar Developed Markets Technology Moat Focus 03/27/2017 0.81 -9.27 -9.27 8.32 9.76 19.58 17.00 10/22/2018
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 -0.07 -7.34 -7.34 6.77 10.94 10.48 12.11 10/22/2018
Morningstar US Consumer Defensive Moat Focus 04/17/2017 -0.45 -0.27 -0.27 2.26 11.50 8.10 12.95 10/22/2018
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 -1.96 -7.20 -7.20 -8.32 -1.86 12.26 11.27 10/22/2018
Morningstar US Financial Services Moat Focus 04/17/2017 -2.06 -6.83 -6.83 -8.82 -3.81 12.07 11.19 10/22/2018
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 0.72 -9.37 -9.37 10.76 12.22 17.73 17.51 10/22/2018
Morningstar US Healthcare Moat Focus 04/17/2017 -0.85 -5.09 -5.09 13.71 11.93 13.35 13.69 10/22/2018
Morningstar US Industrials Moat Focus 04/27/2017 -0.25 -8.43 -8.43 4.27 8.43 19.20 13.62 10/22/2018
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 -0.82 -7.75 -7.75 -3.29 1.33 9.43 4.44 10/22/2018
Morningstar US Technology Moat Focus 04/17/2017 0.80 -9.56 -9.56 11.12 12.25 18.49 17.51 10/22/2018
Morningstar US Utilities Moat Focus 04/17/2017 -0.59 2.74 2.74 5.94 3.12 11.65 12.90 10/22/2018
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 -0.48 -9.73 -9.73 -11.25 -8.23 7.71 3.90 10/22/2018
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.55 -2.79 -2.79 -3.80 -1.22 1.69 4.85 10/22/2018
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 -0.11 -7.05 -7.05 1.27 7.80 10.73 8.62 10/22/2018
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 -0.29 -2.00 -2.00 -1.73 4.15 7.21 8.69 10/22/2018
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -0.62 -6.35 -6.35 1.14 12.56 6.47 -1.55 10/22/2018
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 -1.03 -7.16 -7.16 -15.85 -12.58 6.67 5.39 10/22/2018
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 -1.38 -7.00 -7.00 -11.68 -8.40 8.30 5.51 10/22/2018
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 -0.38 -9.52 -9.52 -1.33 1.88 19.27 11.88 10/22/2018
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.27 -7.13 -7.13 9.54 10.22 14.68 12.31 10/22/2018
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 -0.51 0.83 0.83 3.63 2.94 9.96 10.31 10/22/2018
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 -0.44 -6.67 -6.67 -10.35 -7.03 8.24 5.18 10/22/2018
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 -0.62 -6.64 -6.64 -3.82 0.36 8.60 -0.21 10/22/2018
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 0.00 -6.17 -6.17 -4.80 -1.11 9.23 -0.41 10/22/2018
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.47 -6.88 -6.88 5.65 5.97 13.77 10.86 10/22/2018
Dividend
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar MLP Composite 09/09/2010 -1.21 -2.35 -2.35 3.44 6.12 1.97 -3.77 10/22/2018
Morningstar Dividend Yield Focus 01/10/2010 -0.66 -1.77 -1.77 1.57 6.05 9.48 9.07 10/22/2018
Morningstar Canada Target Dividend 02/06/2012 0.13 -4.06 -4.06 -10.13 -7.76 3.54 -2.34 10/22/2018
Morningstar US Target Dividend 02/06/2012 -0.17 -4.20 -4.20 -2.46 1.97 9.10 8.65 10/22/2018
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 -0.68 -1.83 -1.83 0.55 4.78 8.71 8.69 10/22/2018
Morningstar US REIT 11/30/2012 -1.35 -4.10 -4.10 -2.08 -0.97 4.39 7.15 10/22/2018
Morningstar US Dividend Growth 04/07/2014 -0.70 -4.66 -4.66 3.53 8.49 13.40 11.88 10/22/2018
Morningstar Dividend Yield Focus CAD 01/02/2015 -0.73 -0.47 -0.47 6.18 10.21 9.45 14.47 10/22/2018
Morningstar Australia Dividend Yield Focus 01/15/2016 -0.72 -4.95 -4.95 -4.91 -0.49 2.92 4.18 10/23/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 -0.23 -1.84 -1.84 1.44 4.38 4.64 3.25 10/22/2018
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 -0.51 -3.50 -3.50 -5.33 -3.33 6.60 4.30 10/22/2018
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.18 -6.44 -6.44 -7.35 -4.54 4.06 3.88 10/22/2018
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.53 -3.42 -3.42 -4.53 -2.42 7.50 4.74 10/22/2018
Morningstar Australia REIT 09/14/2016 -0.42 -3.76 -3.76 -5.91 0.05 8.21 3.76 10/22/2018
Morningstar Canada REIT 09/14/2016 0.29 -3.26 -3.26 2.15 6.41 8.86 3.11 10/22/2018
Morningstar Developed Markets REIT 08/06/2018 -1.01 -3.69 -3.69 -2.52 0.15 4.33 6.35 10/22/2018
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.21 -2.74 -2.74 -3.75 2.64 4.21 4.01 10/22/2018
Morningstar Emerging Markets REIT 09/14/2016 -0.69 -2.95 -2.95 -24.21 -16.87 -4.31 -3.44 10/22/2018
Morningstar Global Markets REIT 09/14/2016 -1.01 -3.68 -3.68 -3.13 -0.31 4.11 6.07 10/22/2018
Morningstar Global Markets ex-US REIT 09/14/2016 -0.25 -2.75 -2.75 -5.57 0.94 3.52 3.37 10/22/2018
Morningstar Japan REIT 09/14/2016 -0.08 0.01 0.01 9.49 12.41 7.86 4.30 10/22/2018
Morningstar Singapore REIT 09/14/2016 0.27 -3.67 -3.67 -7.17 0.53 9.48 5.55 10/22/2018
Morningstar UK REIT 09/14/2016 -0.61 -0.73 -0.73 -8.41 0.95 -7.75 1.59 10/22/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -0.25 -1.99 -1.99 -0.38 2.20 3.28 2.33 10/22/2018
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 -0.56 -3.02 -3.02 -0.10 3.55 9.09 10.76 10/22/2018
Morningstar Global Markets ex-Japan REIT 04/25/2017 -1.08 -3.97 -3.97 -4.02 -1.21 3.87 6.20 10/22/2018
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 -0.79 -3.90 -3.90 -5.30 -3.56 6.35 5.72 10/22/2018
Morningstar Singapore REIT Yield Focus 09/25/2017 -0.38 -3.70 -3.70 -8.07 -0.90 8.63 4.96 10/23/2018
Morningstar US Dividend and Buyback 09/25/2017 -0.71 -4.66 -4.66 2.59 6.88 11.73 11.16 10/22/2018
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 -0.67 -1.92 -1.92 1.25 5.56 9.29 9.20 10/22/2018
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 -0.06 -5.76 -5.76 -2.90 -1.31 7.61 3.24 10/22/2018
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.04 -6.02 -6.02 -3.92 -1.09 7.08 2.06 10/22/2018
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.76 -5.94 -5.94 -2.68 -0.71 6.77 2.82 10/22/2018
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 -0.41 -3.65 -3.65 -8.52 -5.84 5.75 -0.57 10/22/2018
Morningstar China Dividend Yield Focus GR USD 11/28/2017 2.04 -5.57 -5.57 -5.15 -3.90 5.22 3.34 10/22/2018
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 0.52 -5.65 -5.65 -3.14 -1.75 7.08 4.68 10/22/2018
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 -0.36 -5.32 -5.32 -4.44 -2.32 7.26 2.78 10/22/2018
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.44 -5.13 -5.13 -6.79 -2.78 5.89 1.50 10/22/2018
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 -0.35 -5.75 -5.75 -9.28 -9.84 -0.11 -0.04 10/22/2018
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.54 -3.47 -3.47 -4.96 -2.53 5.81 3.58 10/22/2018
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 -0.42 -4.74 -4.74 -9.12 -7.58