Analyst Advantage
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar Ultimate Stock-Pickers 12/12/2011 -0.21 -0.31 1.38 8.77 7.79 8.44 12.47 12/02/2016
Morningstar Ultimate Stock-Pickers Target Volatility 7 02/23/2012 -0.11 -0.17 0.76 0.62 0.10 1.00 3.25 12/02/2016
Morningstar Ultimate Stock-Pickers Target Volatility 10 02/23/2012 -0.15 -0.23 1.17 1.29 0.57 1.81 5.08 12/02/2016
Morningstar Wide Moat Focus Target Volatility 5 01/16/2013 -0.16 -0.07 0.95 3.71 2.52 2.03 3.64 12/02/2016
Morningstar Wide Moat Focus Target Volatility 20 10/10/2012 -0.64 -0.26 3.96 15.44 10.15 6.88 14.30 12/02/2016
Morningstar Global ex-US Moat Focus 03/25/2015 -0.50 -0.33 -1.21 4.57 1.80 -3.35 3.85 12/02/2016
Morningstar Wide Moat Focus 10/17/2007 -0.49 -0.19 2.91 21.53 17.16 10.15 16.50 12/02/2016
Morningstar Wide Moat Composite 03/30/2009 0.06 -0.41 -0.68 6.48 5.21 9.12 14.13 12/02/2016
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 0.62 -1.59 -3.21 21.58 17.46 -6.65 2.59 12/02/2016
Morningstar Dividend Yield Focus 01/10/2010 0.28 -0.35 -1.64 11.86 11.83 8.41 12.46 12/02/2016
Morningstar Canada Target Dividend 02/06/2012 0.09 0.69 -1.83 20.81 10.36 -5.67 -0.02 12/02/2016
Morningstar US Target Dividend 02/06/2012 -0.19 -1.29 -2.16 8.87 7.81 7.23 11.25 12/02/2016
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.28 -0.35 -1.72 11.36 11.32 8.31 12.68 12/02/2016
Morningstar US REIT 11/30/2012 1.07 -0.51 -7.99 3.27 5.37 11.13 12.08 12/02/2016
Morningstar US Dividend Growth 04/07/2014 0.02 -0.06 3.28 13.16 11.85 9.54 13.61 12/02/2016
Morningstar Dividend Yield Focus CAD 01/02/2015 0.05 -1.44 -0.46 7.10 11.43 16.79 18.70 12/02/2016
Morningstar Australia Dividend Yield Focus 01/15/2016 -0.80 -0.52 -1.15 3.37 2.70 3.24 10.59 12/02/2016
Morningstar Dividend Yield Focus Target Volatility 5 04/07/2016 0.14 -0.18 -0.66 3.16 3.13 1.50 3.77 12/02/2016
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.23 -0.06 -3.22 10.96 9.46 2.91 8.65 12/02/2016
Morningstar Global ex-US Dividend Growth 12/21/2015 0.07 -0.21 -5.96 -1.71 -3.80 1.07 6.53 12/02/2016
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.43 0.38 0.06 8.21 7.16 2.50 9.04 12/02/2016
Morningstar Australia REIT 09/14/2016 0.24 -2.06 -12.08 5.64 7.62 5.49 8.03 12/02/2016
Morningstar Canada REIT 09/14/2016 1.01 1.62 -4.03 19.35 11.95 0.60 1.43 12/02/2016
Morningstar Developed Markets REIT 09/14/2016 0.94 -0.54 -9.27 1.96 3.23 8.92 10.94 12/02/2016
Morningstar Developed Markets ex-US REIT 09/14/2016 0.63 -0.63 -11.74 -0.07 -0.59 3.41 8.46 12/02/2016
Morningstar Emerging Markets REIT 09/14/2016 0.46 -0.96 -9.94 3.25 -4.73 -3.02 2.78 12/02/2016
Morningstar Global Markets REIT 09/14/2016 0.93 -0.55 -9.28 1.99 3.03 8.56 10.69 12/02/2016
Morningstar Global Markets ex-US REIT 09/14/2016 0.62 -0.66 -11.59 0.20 -0.90 2.84 7.96 12/02/2016
Morningstar Japan REIT 09/14/2016 0.74 -0.38 -12.34 12.21 16.23 6.28 11.17 12/02/2016
Morningstar Singapore REIT 09/14/2016 0.30 0.01 -9.68 10.34 8.43 2.80 9.36 12/02/2016
Morningstar UK REIT 09/14/2016 1.07 0.27 -10.12 -26.80 -30.72 -2.68 6.33 12/02/2016
Morningstar Dividend Leaders 05/03/2006 0.19 -0.41 -0.69 17.19 18.71 11.93 14.23 12/02/2016
Morningstar Dividend Composite 05/03/2006 -0.03 -0.06 3.27 14.70 13.83 9.82 13.97 12/02/2016
Factor-Based
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar US Market Factor Tilt 09/14/2011 -0.04 -0.27 4.24 14.06 11.12 8.36 14.65 12/02/2016
Morningstar Canada Target Value 02/06/2012 -0.09 0.26 6.73 15.12 7.94 2.41 10.79 12/02/2016
Morningstar Canada Target Momentum 02/06/2012 0.71 0.73 -0.29 15.04 6.26 -1.20 5.89 12/02/2016
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 0.09 0.60 -1.20 3.21 1.51 -0.02 6.78 12/02/2016
Morningstar Emerging Markets Factor Tilt 06/22/2015 -0.47 -0.83 -3.73 11.95 9.02 -1.40 1.77 12/02/2016
Morningstar US Target Momentum 09/16/2013 0.15 -0.95 3.00 3.58 -2.08 4.46 13.92 12/02/2016
Morningstar US Target Value 09/16/2013 -0.18 0.12 7.50 14.37 8.02 8.66 19.68 12/02/2016
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 -0.63 -1.10 -8.78 -6.42 -6.12 4.68 12.83 12/02/2016
Morningstar Emerging Markets Target Momentum 10/01/2014 -0.57 -1.55 -9.79 0.60 -2.33 1.99 9.27 12/02/2016
Morningstar Developed Markets ex-North America Target Value 11/03/2014 -0.14 0.54 2.12 6.46 5.19 0.42 9.79 12/02/2016
Morningstar Emerging Markets Target Value 10/01/2014 -0.33 -0.55 -1.06 14.07 10.81 3.64 5.78 12/02/2016
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 0.38 -0.39 -6.49 11.62 8.16 -3.90 -0.40 12/02/2016
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 -0.31 0.04 4.88 4.96 2.21 6.17 11.72 12/02/2016
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 -0.49 -0.68 -1.03 9.16 7.34 1.85 4.07 12/02/2016
Morningstar Brazil Target Momentum 09/21/2015 1.22 -5.43 -7.98 34.75 26.54 -9.25 -5.48 12/02/2016
Morningstar North America 100 Equal Weight 06/22/2015 -0.07 -0.30 1.42 7.97 6.42 7.90 13.29 12/02/2016
Morningstar Australia Moat Focus 01/14/2016 -0.92 -1.65 -6.62 -3.58 -2.70 5.75 11.60 12/02/2016
Morningstar Exponential Technologies Moat Focus 09/18/2015 0.27 -1.30 -5.40 1.33 -0.46 0.00 0.00 12/02/2016
Global Markets
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Country
Morningstar Australia NR 12/22/2014 -0.45 0.88 -1.62 9.82 10.51 -2.05 1.86 12/02/2016
Morningstar Austria NR 12/22/2014 -0.46 -0.34 -1.75 3.32 2.46 -7.06 3.15 12/02/2016
Morningstar Belgium NR 12/22/2014 0.49 -1.67 -13.88 -9.45 -9.36 2.24 11.50 12/02/2016
Morningstar Brazil NR 12/22/2014 1.24 -5.01 -4.00 56.03 46.29 -8.40 -8.71 12/02/2016
Morningstar Canada NR 12/22/2014 0.36 0.89 1.60 23.81 15.23 -1.41 1.25 12/02/2016
Morningstar Chile NR 12/22/2014 0.66 0.13 3.10 19.78 21.59 -4.20 -4.51 12/02/2016
Morningstar China NR 12/22/2014 -1.16 -0.74 -1.95 5.09 2.16 0.27 5.34 12/02/2016
Morningstar Colombia NR 12/22/2014 0.74 1.43 -8.27 19.11 25.88 -16.67 -7.61 12/02/2016
Morningstar Czech Republic NR 12/22/2014 1.59 1.81 -4.75 -5.09 -5.51 -8.28 -6.84 12/02/2016
Morningstar Denmark NR 12/22/2014 0.27 -0.59 -12.60 -17.46 -16.04 4.37 13.28 12/02/2016
Morningstar Egypt NR 12/22/2014 0.13 0.04 -26.08 -21.07 -16.82 -7.98 -0.36 12/02/2016
Morningstar Finland NR 12/22/2014 -0.26 -0.47 -8.99 -3.76 -4.40 -0.95 7.34 12/02/2016
Morningstar France NR 12/22/2014 -0.24 -0.64 -3.72 -2.04 -4.35 -2.82 6.34 12/02/2016
Morningstar Germany NR 12/22/2014 0.21 -0.79 -6.51 -4.89 -5.83 -4.37 6.46 12/02/2016
Morningstar Greece NR 12/22/2014 0.16 -1.73 10.67 -1.83 1.36 -33.01 -13.13 12/02/2016
Morningstar Hong Kong NR 12/22/2014 -1.45 -1.96 -4.04 5.31 3.82 1.98 8.52 12/02/2016
Morningstar Hungary NR 12/22/2014 0.06 -0.17 1.25 25.84 28.32 7.06 7.04 12/02/2016
Morningstar India NR 12/22/2014 -1.12 -1.52 -8.28 -0.43 1.50 9.12 6.23 12/02/2016
Morningstar Indonesia NR 12/22/2014 1.52 2.85 -8.93 16.32 17.72 2.86 -1.35 12/02/2016
Morningstar Ireland NR 12/22/2014 0.08 -0.41 -3.77 -9.72 -9.36 3.07 14.24 12/02/2016
Morningstar Israel NR 12/22/2014 0.27 0.46 -9.28 -19.94 -20.06 -0.16 3.58 12/02/2016
Morningstar Italy NR 12/22/2014 0.32 1.42 -2.29 -21.67 -23.25 -8.33 0.23 12/02/2016
Morningstar Japan NR 12/22/2014 0.15 0.67 -0.71 2.75 1.96 3.59 8.23 12/02/2016
Morningstar Korea NR 12/22/2014 -1.09 -0.98 -8.70 3.74 0.55 -4.33 0.50 12/02/2016
Morningstar Malaysia NR 12/22/2014 0.30 0.63 -8.75 -3.26 -3.41 -10.90 -2.24 12/02/2016
Morningstar Mexico NR 12/22/2014 -0.02 -2.29 -11.17 -12.72 -16.86 -10.82 -2.16 12/02/2016
Morningstar Netherlands NR 12/22/2014 -0.50 -1.74 -7.19 0.81 -0.91 -0.36 7.97 12/02/2016
Morningstar New Zealand NR 12/22/2014 0.42 0.67 -8.33 14.05 20.62 7.53 13.79 12/02/2016
Morningstar Norway NR 12/22/2014 -0.37 1.30 0.94 16.63 8.62 -6.76 1.30 12/02/2016
Morningstar Peru NR 12/22/2014 -1.61 -0.55 0.66 59.22 49.40 1.42 -2.88 12/02/2016
Morningstar Philippines NR 12/22/2014 0.40 1.53 -10.54 -1.51 -2.68 1.17 9.04 12/02/2016
Morningstar Poland NR 12/22/2014 0.21 -0.78 -5.62 -2.74 -1.31 -13.72 -1.68 12/02/2016
Morningstar Portugal NR 12/22/2014 -0.22 -0.51 -9.02 -12.06 -7.91 -13.24 -4.36 12/02/2016
Morningstar Russia NR 12/22/2014 0.05 2.25 7.57 44.01 31.54 -5.59 -4.51 12/02/2016
Morningstar Singapore NR 12/22/2014 0.25 1.30 -1.95 6.93 6.29 -3.15 3.10 12/02/2016
Morningstar South Africa NR 12/22/2014 -0.78 -1.63 -9.25 14.73 3.95 -2.32 0.06 12/02/2016
Morningstar Spain NR 12/22/2014 -0.31 -0.37 -6.57 -8.28 -12.81 -9.33 -0.59 12/02/2016
Morningstar Sweden NR 12/22/2014 -0.17 -0.60 -7.08 -4.55 -6.22 -2.76 6.40 12/02/2016
Morningstar Switzerland NR 12/22/2014 0.18 -0.43 -7.88 -8.13 -7.32 -2.19 7.13 12/02/2016
Morningstar Taiwan NR 12/22/2014 -1.02 -0.81 -2.31 15.73 13.13 3.30 7.08 12/02/2016
Morningstar Thailand NR 12/22/2014 -0.51 -0.16 -1.51 23.28 16.65 1.48 6.65 12/02/2016
Morningstar Turkey NR 12/22/2014 0.45 -3.28 -17.97 -12.27 -18.66 -15.04 -4.66 12/02/2016
Morningstar UK NR 12/22/2014 0.01 0.63 -4.40 -4.83 -8.43 -3.82 4.26 12/02/2016
Morningstar Qatar NR USD 06/22/2015 0.00 1.07 -5.14 0.51 -0.48 0.00 0.00 12/02/2016
Morningstar United Arab Emirates NR USD 06/22/2015 0.00 0.00 -4.77 3.59 5.72 0.00 0.00 12/02/2016
Morningstar Australia Large-Mid Cap 11/09/2016 -0.42 0.90 -1.09 9.45 10.16 -1.79 2.88 12/02/2016
Morningstar Canada Large-Mid Cap 11/09/2016 0.32 0.81 1.79 23.59 15.01 -0.64 2.34 12/02/2016
Morningstar Germany Large-Mid Cap 11/09/2016 0.22 -0.80 -6.40 -4.43 -5.48 -4.20 6.94 12/02/2016
Morningstar India Large-Mid Cap 11/09/2016 -1.12 -1.53 -8.28 -0.63 1.30 8.17 5.88 12/02/2016
Morningstar Japan Large-Mid Cap 11/09/2016 0.14 0.68 -0.67 2.90 2.07 3.69 8.42 12/02/2016
Morningstar US Market 07/03/2002 0.04 -0.37 1.68 9.94 7.86 8.74 14.34 12/02/2016
Developed Markets
Morningstar Developed Markets ex-US 06/22/2015 0.00 0.15 -3.59 0.31 -1.55 -0.96 5.99 12/02/2016
Morningstar Developed Asia Pacific ex-Japan NR 12/22/2014 -0.60 0.17 -2.53 8.33 8.36 -0.91 3.82 12/02/2016
Morningstar Developed Americas NR 12/22/2014 0.06 -0.30 1.57 10.03 7.61 7.58 12.74 12/02/2016
Morningstar Developed Asia Pacific NR 12/22/2014 -0.08 0.52 -1.28 4.44 3.90 2.10 6.71 12/02/2016
Morningstar Developed Europe ex-UK NR 12/22/2014 -0.02 -0.57 -6.47 -6.13 -7.29 -3.40 5.99 12/02/2016
Morningstar Developed Europe NR 12/22/2014 -0.01 -0.22 -5.86 -5.74 -7.66 -3.52 5.42 12/02/2016
Morningstar Developed Markets NR 12/22/2014 0.02 -0.16 -0.63 5.21 3.20 4.10 10.08 12/02/2016
Morningstar Dev Mkts ex-NA NR 05/01/2015 -0.04 0.08 -4.14 -2.19 -3.62 -1.60 5.82 12/02/2016
Morningstar Developed Markets Large Cap 07/08/2016 0.00 -0.13 -0.48 4.71 2.85 4.07 10.15 12/02/2016
Morningstar Developed Markets Large-Mid Cap 06/20/2016 0.02 -0.16 -0.69 5.24 3.33 4.38 10.47 12/02/2016
Morningstar Developed Markets Europe Large-Mid Cap 11/09/2016 -0.01 -0.24 -5.84 -5.32 -7.33 -3.25 5.70 12/02/2016
Morningstar Developed Markets ex-US Large-Mid Cap 11/09/2016 -0.01 0.13 -3.61 -0.04 -1.98 -1.23 5.79 12/02/2016
Morningstar North America Large-Mid Cap 11/09/2016 0.05 -0.29 1.35 9.82 7.62 8.17 13.38 12/02/2016
Morningstar Nordic Large-Mid Cap 11/09/2016 -0.11 -0.36 -7.71 -5.46 -6.72 -1.21 7.46 12/02/2016
Emerging Markets
Morningstar Emerging Markets 06/22/2015 -0.59 -0.97 -5.19 9.85 6.66 -2.11 1.23 12/02/2016
Morningstar Emerging Americas NR 12/22/2014 0.74 -3.29 -5.33 23.97 18.69 -9.01 -6.83 12/02/2016
Morningstar Emerging Asia NR 12/22/2014 -0.91 -0.68 -5.24 6.19 4.11 0.19 3.93 12/02/2016
Morningstar Emerging Europe NR 12/22/2014 0.18 0.51 -0.02 19.11 12.25 -8.94 -4.29 12/02/2016
Morningstar Emerging Markets Americas Large-Mid Cap 11/09/2016 0.74 -3.33 -5.17 22.76 17.48 -9.08 -6.96 12/02/2016
Morningstar Emerging Markets Large-Mid Cap 11/09/2016 -0.61 -0.98 -5.16 9.95 6.60 -2.24 0.93 12/02/2016
Regional Markets
Morningstar Global Markets 12/22/2014 -0.04 -0.24 -1.06 6.20 4.11 3.84 9.51 12/02/2016
Morningstar National Bank Quebec 06/01/2011 0.29 -0.17 0.61 10.52 7.23 11.48 15.78 12/02/2016
Morningstar Global Markets ex-US 06/22/2015 -0.13 -0.10 -3.96 3.59 1.61 -0.39 5.40 12/02/2016
Morningstar Asia ex-Japan NR 12/22/2014 -0.91 -0.71 -4.91 6.14 4.22 0.18 4.42 12/02/2016
Morningstar Asia NR 12/22/2014 -0.38 -0.03 -2.86 4.42 3.08 1.86 6.24 12/02/2016
Morningstar As