Analyst Advantage
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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 0.10 -0.58 2.25 6.09 5.91 7.53 13.46 05/23/2017
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.49 0.45 3.07 11.38 20.55 8.41 14.50 05/22/2017
Morningstar Canada Moat Focus 04/27/2017 0.40 1.73 -0.12 2.84 12.78 -1.69 5.75 05/22/2017
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 0.91 0.30 2.63 15.03 16.94 -1.10 0.00 05/22/2017
Morningstar Developed Markets Europe Moat Focus 04/27/2017 0.37 5.44 9.56 18.54 19.59 1.18 10.26 05/22/2017
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 0.70 3.57 6.27 17.77 22.41 -1.68 8.36 05/22/2017
Morningstar Developed Markets Moat Select 04/27/2017 0.65 1.31 3.80 12.87 22.08 6.23 14.09 05/22/2017
Morningstar Emerging Markets Moat Focus 05/11/2017 0.30 1.59 1.63 15.72 26.66 0.21 5.35 05/22/2017
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.65 1.47 3.56 12.27 21.94 6.56 13.74 05/22/2017
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.69 1.16 3.18 11.83 21.32 6.16 13.45 05/22/2017
Morningstar Global Markets Moat Focus 05/11/2017 0.73 1.31 3.18 11.94 21.08 6.02 13.32 05/22/2017
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.87 1.77 4.89 14.30 21.00 1.14 7.43 05/22/2017
Morningstar Global Communication Services Moat Focus 03/09/2017 1.17 3.63 3.88 9.34 7.58 2.43 10.39 05/22/2017
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.59 3.73 6.43 16.71 13.83 10.14 13.52 05/22/2017
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.86 0.96 4.55 16.20 22.77 5.63 15.82 05/22/2017
Morningstar Global Energy Moat Focus 03/09/2017 -0.04 1.13 -1.56 -7.89 6.39 -11.65 -0.36 05/22/2017
Morningstar Global Financial Services Moat Focus 03/09/2017 0.52 0.95 0.96 9.72 30.64 6.31 13.79 05/22/2017
Morningstar Global Healthcare Moat Focus 03/06/2017 0.16 0.52 2.35 12.62 13.51 10.56 17.62 05/22/2017
Morningstar Global Industrials Moat Focus 02/06/2017 0.23 0.50 4.94 12.90 29.81 11.66 16.49 05/22/2017
Morningstar Global Real Estate Moat Focus 03/06/2017 0.49 -0.59 0.90 9.11 9.16 7.35 10.68 05/22/2017
Morningstar Global Technology Moat Focus 03/06/2017 1.61 6.34 9.89 24.89 35.48 15.91 20.07 05/22/2017
Morningstar Global Utilities Moat Focus 02/06/2017 1.05 0.99 1.19 9.83 12.24 8.24 11.90 05/22/2017
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.48 -0.59 0.90 9.08 9.25 7.38 10.53 05/22/2017
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 0.13 0.77 2.57 13.33 14.51 10.44 17.13 05/22/2017
Morningstar Developed Markets Technology Moat Focus 03/27/2017 1.47 4.05 7.01 20.69 34.40 14.84 19.94 05/22/2017
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.64 -1.94 0.34 10.42 13.19 11.08 19.11 05/22/2017
Morningstar US Consumer Defensive Moat Focus 04/17/2017 0.68 1.36 2.94 9.12 10.14 15.21 17.36 05/22/2017
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 0.43 -0.41 -0.03 2.26 23.86 10.86 18.06 05/22/2017
Morningstar US Financial Services Moat Focus 04/17/2017 0.43 0.20 0.79 3.19 27.94 12.27 18.97 05/22/2017
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 1.08 1.17 4.33 17.16 25.44 14.48 18.27 05/22/2017
Morningstar US Healthcare Moat Focus 04/17/2017 0.29 -1.51 0.99 9.64 13.14 11.36 17.40 05/22/2017
Morningstar US Industrials Moat Focus 04/27/2017 0.77 -0.81 1.12 7.17 25.35 11.78 18.48 05/22/2017
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 0.15 0.86 1.61 3.28 14.40 -1.51 8.47 05/22/2017
Morningstar US Technology Moat Focus 04/17/2017 1.34 1.61 4.23 18.29 31.02 14.56 18.91 05/22/2017
Morningstar US Utilities Moat Focus 04/17/2017 0.84 0.75 1.96 8.21 13.57 14.60 15.28 05/22/2017
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 0.85 2.25 5.57 13.71 17.72 3.59 10.48 05/22/2017
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 1.17 4.10 4.61 8.95 4.03 4.68 12.09 05/22/2017
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.96 0.62 4.52 16.28 22.72 7.71 17.22 05/22/2017
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 0.64 4.13 6.99 16.48 13.98 10.66 14.07 05/22/2017
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -0.05 1.23 -1.41 -7.88 6.17 -11.07 0.56 05/22/2017
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 0.50 0.51 2.03 10.71 25.72 7.82 15.44 05/22/2017
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 0.65 0.89 1.12 9.06 27.28 6.41 15.21 05/22/2017
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.47 0.83 5.32 13.35 31.65 12.45 16.98 05/22/2017
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 1.28 2.35 5.04 16.32 21.91 9.38 15.05 05/22/2017
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 0.80 1.51 2.20 9.63 13.12 9.52 13.39 05/22/2017
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 0.43 0.93 1.79 10.55 26.83 6.24 13.31 05/22/2017
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 0.62 2.06 3.86 8.30 20.40 -7.02 3.19 05/22/2017
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 0.72 1.98 3.85 10.52 25.06 -6.44 3.79 05/22/2017
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 1.38 5.49 7.85 19.86 25.21 9.28 14.65 05/22/2017
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 0.41 -0.97 -2.49 0.99 13.41 -7.58 3.44 05/22/2017
Morningstar Dividend Yield Focus 01/10/2010 0.39 0.23 -0.43 2.42 9.64 8.26 11.98 05/22/2017
Morningstar Canada Target Dividend 02/06/2012 0.42 1.50 0.07 2.56 11.36 -5.67 1.05 05/22/2017
Morningstar US Target Dividend 02/06/2012 0.83 0.36 1.36 5.35 11.03 7.15 12.04 05/22/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.38 0.20 -0.54 2.29 9.39 8.05 12.09 05/22/2017
Morningstar US REIT 11/30/2012 0.31 -0.12 0.20 2.82 6.65 8.56 10.74 05/22/2017
Morningstar US Dividend Growth 04/07/2014 0.46 0.11 1.17 7.17 18.62 10.50 14.40 05/22/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 -0.03 -1.13 0.70 3.01 12.62 16.21 18.49 05/22/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.07 -1.08 -0.86 4.63 9.33 4.77 12.06 05/23/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 0.32 0.15 -0.48 1.21 4.12 1.80 3.81 05/22/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.57 2.50 2.60 8.82 15.22 3.76 10.45 05/22/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 0.52 3.67 6.51 14.16 16.10 3.77 9.69 05/22/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.58 2.31 2.50 7.77 18.81 3.05 11.43 05/22/2017
Morningstar Australia REIT 09/14/2016 1.49 -2.04 -1.43 3.61 5.25 5.35 8.81 05/22/2017
Morningstar Canada REIT 09/14/2016 0.42 0.60 -0.64 3.56 3.18 -0.76 0.21 05/22/2017
Morningstar Developed Markets REIT 09/14/2016 0.45 0.38 1.18 4.08 4.92 7.25 10.34 05/22/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 0.81 1.48 3.54 7.14 1.81 3.46 9.33 05/22/2017
Morningstar Emerging Markets REIT 09/14/2016 -0.20 1.28 2.18 9.17 12.42 0.13 3.35 05/22/2017
Morningstar Global Markets REIT 09/14/2016 0.43 0.40 1.21 4.21 5.11 7.04 10.13 05/22/2017
Morningstar Global Markets ex-US REIT 09/14/2016 0.72 1.46 3.42 7.31 2.63 3.18 8.82 05/22/2017
Morningstar Japan REIT 09/14/2016 -0.09 1.22 -1.10 0.05 -4.52 4.86 10.14 05/22/2017
Morningstar Singapore REIT 09/14/2016 0.23 2.11 4.77 17.08 14.46 3.72 8.97 05/22/2017
Morningstar UK REIT 09/14/2016 0.81 -0.14 8.25 11.07 -10.48 -2.78 8.75 05/22/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 0.31 0.07 -0.65 0.77 3.15 1.24 3.34 05/22/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.57 0.95 1.01 3.73 12.06 10.86 14.61 05/22/2017
Morningstar Global Markets ex-Japan REIT 04/25/2017 0.47 0.34 1.39 4.55 5.94 7.21 10.16 05/22/2017
Morningstar Dividend Leaders 05/03/2006 0.52 -0.70 -1.69 2.96 15.02 11.26 14.13 05/22/2017
Morningstar Dividend Composite 05/03/2006 0.51 -0.26 0.25 5.32 18.51 10.33 14.47 05/22/2017
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 0.53 -0.54 0.13 4.65 21.36 9.55 14.96 05/22/2017
Morningstar Canada Target Value 02/06/2012 0.00 0.45 -1.19 3.16 11.61 1.14 10.69 05/22/2017
Morningstar Canada Target Momentum 02/06/2012 0.42 -0.23 -1.23 3.35 7.67 -2.48 5.40 05/22/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 0.66 3.02 5.42 12.37 20.07 2.97 10.11 05/22/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 0.58 1.28 2.82 15.64 31.81 2.60 5.50 05/22/2017
Morningstar US Target Momentum 09/16/2013 0.47 -0.48 -0.27 3.41 15.47 5.00 14.15 05/22/2017
Morningstar US Target Value 09/16/2013 0.58 -4.09 -5.70 -6.04 7.79 4.65 17.68 05/22/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 0.69 3.33 7.67 17.59 13.66 9.00 16.22 05/22/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 0.11 -0.08 2.66 12.87 20.57 6.01 10.94 05/22/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 0.80 3.52 5.01 14.58 28.49 5.13 13.85 05/22/2017
Morningstar Emerging Markets Target Value 10/01/2014 0.95 2.02 3.44 19.46 39.78 7.05 10.57 05/22/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 0.04 1.32 3.58 13.46 21.46 -1.25 2.70 05/22/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 0.32 1.70 3.37 7.85 23.11 8.60 14.16 05/22/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 0.42 0.89 2.52 10.98 24.21 5.26 6.61 05/22/2017
Morningstar Brazil Target Momentum 09/21/2015 -2.81 -8.06 -6.79 7.24 31.07 -5.06 -2.14 05/22/2017
Morningstar North America 100 Equal Weight 06/22/2015 0.45 -0.24 0.38 6.44 16.80 8.93 14.19 05/22/2017
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 1.34 -2.31 -3.06 7.24 17.08 -1.29 4.83 05/22/2017
Morningstar Austria NR 12/22/2014 1.41 9.31 17.90 28.66 43.92 3.98 8.92 05/22/2017
Morningstar Belgium NR 12/22/2014 -0.54 5.00 8.41 14.96 10.32 5.39 13.82 05/22/2017
Morningstar Brazil NR 12/22/2014 -1.45 -7.95 -7.81 2.19 34.11 -8.02 -4.73 05/22/2017
Morningstar Canada NR 12/22/2014 0.42 0.74 -1.48 1.33 11.08 -3.20 2.67 05/22/2017
Morningstar Chile NR 12/22/2014 0.53 0.04 -0.68 14.73 24.78 -0.05 -2.93 05/22/2017
Morningstar China NR 12/22/2014 1.12 2.94 3.98 15.22 31.91 7.05 8.24 05/22/2017
Morningstar Colombia NR 12/22/2014 0.07 7.10 6.03 11.96 17.22 -13.69 -8.09 05/22/2017
Morningstar Czech Republic NR 12/22/2014 0.36 6.06 12.05 19.80 12.37 -2.74 -1.78 05/22/2017
Morningstar Denmark NR 12/22/2014 1.05 4.96 12.97 20.82 4.61 6.27 16.21 05/22/2017
Morningstar Egypt NR 12/22/2014 -2.05 0.42 -2.24 1.70 -13.36 -13.85 -1.55 05/22/2017
Morningstar Finland NR 12/22/2014 0.55 5.06 12.06 18.40 27.93 4.58 14.09 05/22/2017
Morningstar France NR 12/22/2014 0.41 5.28 11.10 19.23 25.50 2.60 12.40 05/22/2017
Morningstar Germany NR 12/22/2014 0.34 4.64 8.03 17.20 25.36 2.26 11.29 05/22/2017
Morningstar Greece NR 12/22/2014 1.37 16.93 27.99 27.88 13.49 -25.67 -2.29 05/22/2017
Morningstar Hong Kong NR 12/22/2014 0.13 1.18 4.11 15.71 22.32 5.06 9.95 05/22/2017
Morningstar Hungary NR 12/22/2014 0.82 11.78 17.03 16.57 38.50 15.03 12.97 05/22/2017
Morningstar India NR 12/22/2014 -0.24 -0.25 2.87 22.75 30.31 8.61 13.29 05/22/2017
Morningstar Indonesia NR 12/22/2014 -0.08 2.29 5.23 11.50 27.37 0.96 1.13 05/22/2017
Morningstar Ireland NR 12/22/2014