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 12/29/2005 -3.86 -2.28 -0.68 3.05 -2.70 11.04 11.49 06/24/2016
Morningstar Ultimate Stock-Pickers Target Volatility 7 03/29/2006 -2.38 -1.56 -0.90 -0.54 -5.76 2.59 2.57 06/24/2016
Morningstar Ultimate Stock-Pickers Target Volatility 10 03/29/2006 -3.41 -2.22 -1.19 -0.59 -7.80 4.09 4.07 06/24/2016
Morningstar Wide Moat Focus Target Volatility 5 12/26/2002 -1.54 -1.33 0.97 1.87 -1.07 3.19 3.15 06/24/2016
Morningstar Wide Moat Focus Target Volatility 20 12/26/2002 -6.15 -5.38 3.73 7.32 -5.00 11.50 11.96 06/24/2016
Morningstar Global ex-US Moat Focus 09/17/2004 -6.85 -5.00 -5.48 -2.86 -15.49 -0.07 0.43 06/24/2016
Morningstar Wide Moat Focus 09/30/2002 -4.48 -3.80 3.92 10.69 5.04 12.27 14.34 06/24/2016
Morningstar Wide Moat Composite 09/20/2002 -3.28 -2.49 0.02 0.90 2.47 11.71 13.93 06/24/2016
Dividend
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar MLP Composite 06/16/2000 -3.41 4.35 27.05 18.99 -20.24 -4.38 3.30 06/24/2016
Morningstar Dividend Yield Focus 06/17/2005 -2.42 -0.03 2.66 10.11 10.01 10.77 13.34 06/24/2016
Morningstar Canada Target Dividend 12/31/2001 -2.77 0.34 2.80 17.97 -9.50 -2.28 -2.55 06/24/2016
Morningstar US Target Dividend 12/31/2001 -2.81 -1.12 -1.35 6.19 3.42 10.58 10.66 06/24/2016
Morningstar Dividend Yield Focus - CAD Hedged 06/17/2005 -2.36 -0.01 2.70 9.77 9.41 10.84 13.64 06/24/2016
Morningstar US REIT 06/30/1997 -1.13 2.10 2.50 8.69 14.85 13.13 12.09 06/24/2016
Morningstar US Dividend Growth 12/19/2003 -3.36 -2.04 0.72 4.20 2.86 10.98 12.41 06/24/2016
Morningstar Dividend Yield Focus CAD 06/17/2005 -1.27 -1.37 2.43 2.30 14.50 18.56 19.66 06/24/2016
Morningstar Australia Dividend Yield Focus 12/21/2007 -2.84 -4.21 -0.48 0.06 -8.85 6.06 10.87 06/24/2016
Morningstar Dividend Yield Focus Target Volatility 5 09/14/2005 -1.47 -0.16 0.92 2.84 0.13 2.27 3.59 06/24/2016
Morningstar Developed Markets Dividend Yield Focus 12/16/2005 -3.96 -0.24 1.11 9.28 1.45 7.17 8.06 06/24/2016
Morningstar Global ex-US Dividend Growth 12/17/2004 -5.89 -4.33 -3.23 -2.40 -9.31 5.14 5.48 06/24/2016
Morningstar Developed Markets Large Cap Dividend Leaders 12/16/2005 -6.02 -3.09 -1.76 1.26 -5.22 5.34 6.95 06/24/2016
Morningstar Dividend Leaders 06/30/1997 -2.88 1.29 2.35 11.66 16.71 13.08 14.08 06/24/2016
Morningstar Dividend Composite 06/30/1997 -3.37 -1.44 0.80 5.25 4.65 11.08 12.49 06/24/2016
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 06/30/1997 -4.05 -2.90 -0.73 0.57 -5.10 9.75 10.87 06/24/2016
Morningstar Canada Target Value 12/29/2000 -3.14 -4.15 0.53 5.08 -13.33 5.27 7.78 06/24/2016
Morningstar Canada Target Momentum 12/29/2000 -1.86 -0.51 1.25 9.42 -14.57 2.96 3.81 06/24/2016
Morningstar Developed Markets ex-US Factor Tilt 12/21/2001 -6.93 -6.19 -3.25 -4.70 -13.91 3.10 2.64 06/24/2016
Morningstar Emerging Markets Factor Tilt 12/21/2001 -3.45 0.65 -2.04 2.33 -15.93 0.01 -3.16 06/24/2016
Morningstar US Target Momentum 12/21/2001 -3.34 -1.95 -1.17 -4.98 -12.55 10.01 10.41 06/24/2016
Morningstar US Target Value 12/21/2001 -3.78 -2.77 -1.23 4.07 -6.29 12.02 16.29 06/24/2016
Morningstar Developed Markets ex-North America Target Momentum 12/15/2000 -5.98 -5.50 -2.76 -4.98 -3.08 12.75 10.42 06/24/2016
Morningstar Emerging Markets Target Momentum 12/15/2000 -3.32 -1.30 -3.09 -1.73 -15.65 6.50 6.15 06/24/2016
Morningstar Developed Markets ex-North America Target Value 12/15/2000 -6.94 -8.75 -5.52 -7.97 -15.88 2.56 3.76 06/24/2016
Morningstar Emerging Markets Target Value 12/15/2000 -4.02 -0.40 -5.64 0.90 -17.17 4.02 -0.50 06/24/2016
Morningstar Emerging Markets Equal Country Weighted 12/31/2003 -5.41 0.39 -3.12 8.42 -12.39 -2.49 -3.36 06/24/2016
Morningstar Developed Markets ex-US Factor Tilt Hedged 12/17/2010 -5.78 -7.71 -3.88 -9.12 -15.49 6.71 6.37 06/24/2016
Morningstar Emerging Markets Factor Tilt Hedged 12/17/2010 -2.40 -0.59 -1.40 0.09 -12.15 2.89 0.23 06/24/2016
Morningstar Brazil Target Momentum 06/15/2007 -2.52 9.17 5.95 25.48 -9.78 -8.53 -8.57 06/24/2016
Morningstar North America 100 Equal Weight 06/18/2004 -3.71 -2.66 -0.02 0.03 -2.58 10.63 11.32 06/24/2016
Morningstar Australia Moat Focus 06/20/2008 -2.72 -3.57 1.02 -0.48 1.45 10.09 12.08 06/24/2016
Morningstar Exponential Technologies Moat Focus 12/20/2013 -5.40 -6.47 -1.02 -3.62 -7.67 0.00 0.00 06/24/2016
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 06/30/1998 -4.36 -1.80 -1.49 1.11 -8.37 -0.83 -0.99 06/24/2016
Morningstar Austria NR 12/31/1998 -8.49 -7.48 -8.48 -8.91 -14.58 -3.87 -6.65 06/24/2016
Morningstar Belgium NR 06/30/1998 -6.22 -5.13 -1.42 -3.70 -4.83 10.94 9.29 06/24/2016
Morningstar Brazil NR 06/30/1998 -2.90 10.72 5.73 34.68 -14.91 -10.29 -13.70 06/24/2016
Morningstar Canada NR 06/30/1998 -2.85 0.21 3.73 16.00 -9.13 0.68 -1.94 06/24/2016
Morningstar Chile NR 06/30/1998 -2.71 2.46 -0.74 11.78 -5.50 -8.12 -9.52 06/24/2016
Morningstar China NR 06/16/2000 -2.38 -0.77 -1.73 -6.91 -27.58 4.47 -0.52 06/24/2016
Morningstar Colombia NR 12/20/2002 -2.89 5.78 0.01 21.91 -12.34 -14.57 -9.50 06/24/2016
Morningstar Czech Republic NR 12/20/2002 -5.12 -3.58 -6.37 -0.78 -12.01 -2.22 -10.31 06/24/2016
Morningstar Denmark NR 06/30/1998 -5.10 -7.27 -3.63 -4.23 -1.77 18.62 13.57 06/24/2016
Morningstar Egypt NR 12/20/2002 0.00 -1.71 0.76 -4.14 -22.68 8.36 -1.75 06/24/2016
Morningstar Finland NR 06/30/1998 -2.07 0.43 0.32 -1.68 -3.23 10.10 3.68 06/24/2016
Morningstar France NR 06/30/1998 -9.38 -8.30 -6.63 -6.88 -15.18 2.62 0.76 06/24/2016
Morningstar Germany NR 06/30/1998 -8.16 -6.55 -6.36 -8.34 -15.59 2.06 1.39 06/24/2016
Morningstar Greece NR 12/31/1998 3.35 -3.68 10.04 7.59 -31.23 -19.12 -23.07 06/23/2016
Morningstar Hong Kong NR 06/30/1998 -2.24 -2.28 -2.61 -3.80 -17.54 4.61 3.68 06/24/2016
Morningstar Hungary NR 06/30/1998 -7.62 -4.09 -6.05 10.73 16.10 3.80 -4.67 06/24/2016
Morningstar India NR 06/30/1998 -2.68 -1.26 1.39 -2.41 -8.22 11.37 1.28 06/24/2016
Morningstar Indonesia NR 06/30/1998 -1.96 3.58 -0.68 10.32 -0.49 -5.03 -3.80 06/24/2016
Morningstar Ireland NR 06/30/1998 -9.83 -9.65 -8.37 -9.43 -6.58 13.24 12.16 06/24/2016
Morningstar Israel NR 12/20/2002 -1.30 -1.74 -3.55 -12.14 -11.31 7.08 1.42 06/24/2016
Morningstar Italy NR 06/30/1998 -14.37 -13.16 -14.09 -23.85 -30.90 -0.76 -4.89 06/24/2016
Morningstar Japan NR 06/30/1998 -4.03 -5.12 -1.48 -7.16 -10.99 3.51 4.52 06/24/2016
Morningstar Korea NR 06/30/1998 -5.36 -1.08 -4.68 -0.70 -11.36 2.05 -2.88 06/24/2016
Morningstar Malaysia NR 06/30/1998 -2.36 1.25 -8.15 3.36 -9.61 -7.30 -2.44 06/24/2016
Morningstar Mexico NR 06/30/1998 -5.33 -3.45 -10.98 -4.12 -16.90 -3.72 -1.70 06/24/2016
Morningstar Morocco NR 06/30/1998 0.97 0.36 3.48 10.69 7.19 3.61 -4.49 06/17/2016
Morningstar Netherlands NR 06/30/1998 -7.47 -6.98 -6.25 -1.85 -11.82 6.66 3.72 06/24/2016
Morningstar New Zealand NR 06/30/1998 -3.13 0.33 2.49 11.02 19.16 11.74 11.19 06/24/2016
Morningstar Norway NR 06/30/1998 -5.94 -4.24 0.56 4.09 -15.74 -5.17 -3.07 06/24/2016
Morningstar Peru NR 06/30/1998 -3.89 2.17 13.59 47.59 1.07 -2.86 -2.86 06/24/2016
Morningstar Philippines NR 06/30/1998 -2.07 2.47 4.21 12.52 -1.41 7.42 11.87 06/24/2016
Morningstar Poland NR 06/30/1998 -8.25 -3.00 -16.01 -5.41 -25.01 -7.40 -9.04 06/24/2016
Morningstar Portugal NR 12/31/1998 -9.36 -10.57 -11.33 -10.73 -20.60 -6.29 -8.86 06/24/2016
Morningstar Russia NR 12/31/1998 -2.50 1.50 3.34 20.64 -2.32 -6.92 -10.91 06/24/2016
Morningstar Singapore NR 06/30/1998 -2.54 -0.82 -3.52 2.96 -13.82 -2.32 -0.60 06/24/2016
Morningstar South Africa NR 06/30/1998 -5.21 4.35 -1.41 12.84 -17.14 2.58 -1.24 06/24/2016
Morningstar Spain NR 12/31/1998 -13.90 -13.78 -11.69 -14.90 -30.17 -1.98 -5.19 06/24/2016
Morningstar Sweden NR 06/30/1998 -3.07 -2.03 -2.62 -2.26 -9.61 4.53 4.12 06/24/2016
Morningstar Switzerland NR 06/30/1998 -4.36 -2.89 -0.34 -5.40 -12.80 4.33 4.59 06/24/2016
Morningstar Taiwan NR 06/30/1998 -3.19 0.03 -3.56 2.57 -12.94 3.11 0.68 06/24/2016
Morningstar Thailand NR 06/30/1998 -2.29 -0.24 0.16 14.58 -9.41 -1.00 5.00 06/24/2016
Morningstar Turkey NR 06/30/1998 -4.97 -1.74 -10.95 8.10 -15.18 -8.36 -5.09 06/24/2016
Morningstar UK NR 06/30/1998 -11.48 -8.24 -5.40 -7.86 -19.26 0.81 2.75 06/24/2016
Morningstar Qatar NR USD 06/22/2015 -0.01 4.27 -3.65 0.81 -13.77 0.00 0.00 06/24/2016
Morningstar United Arab Emirates NR USD 06/22/2015 0.00 4.50 0.22 5.72 -18.41 0.00 0.00 06/24/2016
Morningstar US Market 12/31/1991 -3.66 -2.69 -0.37 0.70 -2.56 10.99 11.95 06/24/2016
Developed Markets
Morningstar Developed Markets ex-US 06/19/1998 -6.61 -5.40 -3.07 -4.57 -13.53 2.98 2.59 06/24/2016
Morningstar Developed Asia Pacific ex-Japan NR 06/30/1998 -3.54 -1.73 -1.95 0.28 -11.14 0.60 0.44 06/24/2016
Morningstar Developed Americas NR 06/30/1998 -3.61 -2.56 -0.28 1.18 -3.52 9.81 10.25 06/24/2016
Morningstar Developed Asia Pacific NR 06/30/1998 -3.87 -4.07 -1.64 -4.92 -11.02 2.57 3.09 06/24/2016
Morningstar Developed Europe ex-UK NR 06/30/1998 -7.61 -6.60 -5.23 -7.29 -15.09 3.46 1.86 06/24/2016
Morningstar Developed Europe NR 06/30/1998 -8.82 -7.10 -5.29 -7.46 -16.41 2.61 2.20 06/24/2016
Morningstar Developed Markets NR 06/30/1998 -4.91 -3.87 -1.69 -1.89 -7.94 7.10 7.12 06/24/2016
Morningstar Dev Mkts ex-NA NR 06/30/1998 -6.96 -5.95 -3.97 -6.63 -14.53 2.50 2.43 06/24/2016
Emerging Markets
Morningstar Emerging Markets 06/19/1998 -3.50 0.59 -2.14 2.89 -15.51 0.34 -2.88 06/24/2016
Morningstar Emerging Americas NR 06/30/1998 -3.67 4.53 -0.91 16.95 -14.20 -8.41 -10.09 06/24/2016
Morningstar Emerging Asia NR 06/30/1998 -3.24 -0.44 -2.36 -1.09 -16.34 2.96 -0.56 06/24/2016
Morningstar Emerging Europe NR 06/30/1998 -5.27 -1.00 -5.04 10.79 -10.30 -7.19 -9.70 06/24/2016
Regional Markets
Morningstar Global Markets 06/30/1998 -4.77 -3.39 -1.57 -1.11 -8.27 6.78 6.35 06/24/2016
Morningstar National Bank Quebec 10/16/2006 -2.19 -4.21 -1.67 2.29 -3.62 15.75 11.44 06/24/2016
Morningstar Global Markets ex-US 06/19/1998 -4.77 -3.39 -1.57 -1.11 -8.27 4.33 2.45 06/24/2016
Morningstar Asia ex-Japan NR 06/30/1998 -3.09 -0.68 -2.46 -1.17 -16.34 2.75 -0.06 06/24/2016
Morningstar Asia NR 06/30/1998 -3.55 -2.92 -1.98 -4.21 -13.71 3.18 2.08 06/24/2016
Morningstar Asia Pacific ex-Japan NR 06/30/1998 -3.35 -0.90 -2.21 -0.60 -14.55 2.01 -0.15 06/24/2016
Morningstar Asia Pacific NR 06/30/1998 -3.64 -2.77 -1.90 -3.54 -12.99 2.71 1.73 06/24/2016
Morningstar Middle East & Africa NR 06/30/1998 -3.88 4.18 -1.26 10.28 -16.69 2.88 -1.32 06/24/2016
Morningstar Europe NR 06/30/1998 -8.70 -6.91 -5.28 -6.97 -16.22 2.23 1.67 06/24/2016
Morningstar Eurozone NR 06/30/1998 -9.29 -8.22 -7.19 -8.88 -17.11 2.60 0.42 06/24/2016
Morningstar Nordic NR 06/30/1998 -3.75 -3.31 -2.10 -2.07 -7.38 7.07 5.04 06/24/2016
UK Size
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar UK Large Cap Index NR 06/30/1998 -10.28 -6.75 -3.86 -6.00 -19.30 -0.54 1.55 06/24/2016
Morningstar UK Mid Cap Index NR 06/30/1998 -14.69 -11.95 -9.44 -12.34 -18.35 5.24 6.49 06/24/2016
Morningstar UK Small Cap Index NR 06/30/1998 2.57 1.95 5.86 1.02 -10.20 7.73 10.24 06/23/2016
US Sector
Show data
Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Cyclical
Morningstar Basic Materials Sector 12/31/1991 -4.45 -1.84 3.01 8.07 -4.11 7.92 4.53 06/24/2016
Morningstar Consumer Cyclical Sector 12/31/1991 -3.95 -3.57 -3.66 -2.76 -3.62 11.58 14.91 06/24/2016
Morningstar Financial Services Sector 12/31/1991 -6.01 -7.97 -2.14 -8.10 -12.24 7.38 11.22 06/24/2016
Morningstar Real Estate Sector 12/31/1991 -1.11 1.88 2.34 7.56 13.08 12.58 11.02 06/24/2016
Morningstar Cyclical Super Sector 12/31/1991 -4.52 -4.68 -1.68 -3.03 -5.79 9.54 11.77 06/24/2016
Defensive
Morningstar Consumer Defensive Sector 12/31/1991 -2.07 1.38 1.34 7.08 11.60 13.90 14.78 06/24/2016
Morningstar Healthcare Sector 12/31/1991 -2.87 -2.62 2.21 -3.87 -8.67 15.84 17.32 06/24/2016
Morningstar Utilities Sector 12/31/1991 0.06 3.39 2.81 18.33 24.90 15.02 13.28 06/24/2016
Morningstar Defensive Super Sector 12/31/1991 -2.21 -0.48 2.00 2.33 1.37 14.83 15.68 06/24/2016
Sensitive
Morningstar Communication Services Sector 12/31/1991 -2.33 0.18 1.08 8.67 6.29 12.18 14.03 06/24/2016
Morningstar Energy Sector 12/31/1991 -3.78 0.10 8.34 12.23 -11.58 -2.59 0.86 06/24/2016
Morningstar Industrials Sector 12/31/1991 -4.24 -2.58 -1.62