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 -0.03 0.54 8.09 8.09 15.95 10.54 12.51 03/29/2017
Morningstar Ultimate Stock-Pickers Target Volatility 7 02/23/2012 -0.03 0.31 5.76 5.76 7.03 2.87 3.99 03/29/2017
Morningstar Ultimate Stock-Pickers Target Volatility 10 02/23/2012 -0.05 0.46 8.43 8.43 10.68 4.52 6.14 03/29/2017
Morningstar Wide Moat Focus Target Volatility 5 01/16/2013 0.08 -0.42 3.75 3.75 6.79 2.55 3.71 03/29/2017
Morningstar Wide Moat Focus Target Volatility 20 10/10/2012 0.21 -0.84 11.41 11.41 25.32 8.12 13.71 03/29/2017
Morningstar Global ex-US Moat Focus 03/25/2015 0.23 3.86 11.66 11.66 18.20 -0.95 4.92 03/29/2017
Morningstar Ultimate Stock-Pickers Target Volatility 5 01/19/2017 -0.02 0.19 3.99 3.99 4.45 1.74 2.53 03/29/2017
Morningstar Wide Moat Focus 10/17/2007 0.14 -0.45 7.79 7.79 24.21 11.06 14.36 03/29/2017
Morningstar Wide Moat Composite 03/30/2009 0.07 0.40 7.36 7.36 15.84 11.09 13.58 03/29/2017
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.26 2.95 8.47 8.47 18.50 -0.33 3.37 03/29/2017
Morningstar Global Communication Services Moat Focus 03/09/2016 -0.25 1.98 5.77 5.77 3.08 2.79 8.52 03/29/2017
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.13 1.77 10.14 10.14 7.68 9.42 11.93 03/29/2017
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.31 4.87 10.86 10.86 13.89 4.41 13.73 03/29/2017
Morningstar Global Energy Moat Focus 03/09/2016 1.57 -0.35 -5.97 -5.97 12.38 -9.61 -1.95 03/29/2017
Morningstar Global Financial Services Moat Focus 03/09/2016 0.24 1.07 8.90 8.90 31.65 6.20 11.22 03/29/2017
Morningstar Global Healthcare Moat Focus 03/06/2017 0.40 1.18 9.98 9.98 15.15 10.36 16.33 03/29/2017
Morningstar Global Industrials Moat Focus 02/06/2017 0.01 1.77 7.29 7.29 23.47 10.39 14.19 03/29/2017
Morningstar Global Real Estate Moat Focus 03/06/2017 0.59 0.55 8.51 8.51 8.09 8.59 10.63 03/29/2017
Morningstar Global Technology Moat Focus 03/06/2017 0.60 3.56 14.16 14.16 21.95 12.43 15.20 03/29/2017
Morningstar Global Utilities Moat Focus 02/06/2017 -0.33 1.80 8.74 8.74 10.53 8.56 11.58 03/29/2017
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 1.52 -2.05 2.24 2.24 47.58 -4.87 3.14 03/29/2017
Morningstar Dividend Yield Focus 01/10/2010 0.00 0.00 3.04 3.04 11.28 9.70 12.20 03/29/2017
Morningstar Canada Target Dividend 02/06/2012 0.28 0.63 2.61 2.61 14.88 -4.10 -0.66 03/29/2017
Morningstar US Target Dividend 02/06/2012 0.27 -0.29 4.00 4.00 7.52 7.20 10.72 03/29/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 -0.01 -0.03 3.02 3.02 11.00 9.56 12.34 03/29/2017
Morningstar US REIT 11/30/2012 0.45 -2.41 1.82 1.82 4.38 10.05 10.41 03/29/2017
Morningstar US Dividend Growth 04/07/2014 -0.08 -0.04 5.94 5.94 18.35 10.90 13.27 03/29/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 -0.01 1.04 2.82 2.82 13.12 16.87 18.95 03/29/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.25 5.84 5.85 5.85 15.81 5.87 11.78 03/30/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 0.00 -0.08 1.84 1.84 4.95 2.51 3.94 03/29/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 -0.14 1.37 6.29 6.29 13.48 4.43 9.22 03/29/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.33 2.98 7.79 7.79 10.17 3.70 7.38 03/29/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.31 2.01 5.49 5.49 17.39 3.89 9.81 03/29/2017
Morningstar Australia REIT 09/14/2016 0.83 1.05 6.33 6.33 10.04 8.41 9.90 03/29/2017
Morningstar Canada REIT 09/14/2016 0.54 -0.37 4.21 4.21 10.36 1.33 0.96 03/29/2017
Morningstar Developed Markets REIT 09/14/2016 0.27 -1.55 2.30 2.30 3.10 8.63 9.80 03/29/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.13 0.43 3.44 3.44 0.88 4.40 8.47 03/29/2017
Morningstar Emerging Markets REIT 09/14/2016 0.07 4.71 10.11 10.11 8.81 2.33 3.05 03/29/2017
Morningstar Global Markets REIT 09/14/2016 0.27 -1.39 2.50 2.50 3.25 8.45 9.59 03/29/2017
Morningstar Global Markets ex-US REIT 09/14/2016 -0.11 0.79 3.99 3.99 1.52 4.22 8.01 03/29/2017
Morningstar Japan REIT 09/14/2016 -0.89 -0.83 1.96 1.96 0.14 7.37 9.63 03/29/2017
Morningstar Singapore REIT 09/14/2016 -0.16 1.45 11.42 11.42 8.28 4.96 8.66 03/29/2017
Morningstar UK REIT 09/14/2016 -0.16 -1.83 0.43 0.43 -13.31 -4.29 6.88 03/29/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -0.01 -0.17 1.58 1.58 4.05 2.00 3.49 03/29/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 -0.01 -0.07 2.67 2.67 9.10 11.21 14.07 03/29/2017
Morningstar Dividend Leaders 05/03/2006 -0.04 -0.46 4.88 4.88 16.53 13.18 14.75 03/29/2017
Morningstar Dividend Composite 05/03/2006 -0.09 -0.29 5.01 5.01 18.60 11.12 13.66 03/29/2017
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 0.21 -0.74 4.13 4.13 20.71 9.42 13.14 03/29/2017
Morningstar Canada Target Value 02/06/2012 0.59 4.53 5.16 5.16 20.13 2.66 10.10 03/29/2017
Morningstar Canada Target Momentum 02/06/2012 0.96 1.66 4.07 4.07 12.14 -0.81 4.92 03/29/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 -0.31 2.77 7.15 7.15 17.05 2.03 6.92 03/29/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 0.15 3.29 13.30 13.30 26.15 3.99 2.88 03/29/2017
Morningstar US Target Momentum 09/16/2013 -0.03 -0.34 2.98 2.98 12.85 5.76 12.40 03/29/2017
Morningstar US Target Value 09/16/2013 0.53 -3.84 -1.25 -1.25 13.68 7.13 17.00 03/29/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 -0.14 3.39 10.21 10.21 8.92 6.20 13.49 03/29/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 0.25 2.61 10.36 10.36 15.36 6.41 9.43 03/29/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 -0.23 3.54 10.02 10.02 25.56 3.88 10.24 03/29/2017
Morningstar Emerging Markets Target Value 10/01/2014 -0.11 3.26 15.57 15.57 28.82 9.25 7.11 03/29/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 0.20 4.25 10.73 10.73 14.70 0.15 -0.01 03/29/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 0.43 2.50 4.72 4.72 21.54 8.13 11.60 03/29/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 0.15 2.08 8.56 8.56 19.31 5.80 4.62 03/29/2017
Morningstar Brazil Target Momentum 09/21/2015 1.70 -3.21 17.88 17.88 45.05 -0.41 -3.76 03/29/2017
Morningstar North America 100 Equal Weight 06/22/2015 -0.03 -0.17 5.98 5.98 17.35 9.72 12.64 03/29/2017
Morningstar Australia Moat Focus 01/14/2016 0.47 4.37 4.29 4.29 9.26 8.01 12.78 03/30/2017
Morningstar Exponential Technologies Moat Focus 09/18/2015 0.32 2.32 9.47 9.47 18.35 9.03 0.00 03/29/2017
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 1.23 3.15 11.25 11.25 24.70 0.69 3.75 03/29/2017
Morningstar Austria NR 12/22/2014 -0.30 4.06 9.73 9.73 22.85 -2.09 3.32 03/29/2017
Morningstar Belgium NR 12/22/2014 -1.06 3.82 6.18 6.18 4.46 3.30 10.74 03/29/2017
Morningstar Brazil NR 12/22/2014 1.76 -1.98 13.65 13.65 49.90 -2.17 -6.76 03/29/2017
Morningstar Canada NR 12/22/2014 0.46 0.95 3.25 3.25 18.04 -1.09 1.14 03/29/2017
Morningstar Chile NR 12/22/2014 0.42 8.63 17.18 17.18 26.46 1.92 -4.73 03/29/2017
Morningstar China NR 12/22/2014 0.11 3.17 12.53 12.53 24.50 6.99 6.36 03/29/2017
Morningstar Colombia NR 12/22/2014 1.08 4.60 5.74 5.74 13.63 -14.11 -9.02 03/29/2017
Morningstar Czech Republic NR 12/22/2014 -1.57 2.50 8.17 8.17 1.59 -6.88 -6.23 03/29/2017
Morningstar Denmark NR 12/22/2014 -0.97 2.13 6.42 6.42 -4.58 2.73 12.98 03/29/2017
Morningstar Egypt NR 12/22/2014 -0.79 -5.52 3.31 3.31 -10.25 -12.45 -1.55 03/29/2017
Morningstar Finland NR 12/22/2014 -0.90 3.56 5.58 5.58 12.10 2.25 8.07 03/29/2017
Morningstar France NR 12/22/2014 -0.73 5.57 6.60 6.60 13.89 -0.56 7.50 03/29/2017
Morningstar Germany NR 12/22/2014 -0.69 3.93 8.14 8.14 16.39 -0.39 7.31 03/29/2017
Morningstar Greece NR 12/22/2014 -0.53 4.23 1.31 1.31 9.37 -34.61 -13.57 03/29/2017
Morningstar Hong Kong NR 12/22/2014 0.11 2.86 11.73 11.73 16.08 5.61 7.22 03/29/2017
Morningstar Hungary NR 12/22/2014 -1.44 1.13 1.97 1.97 23.55 14.28 6.97 03/29/2017
Morningstar India NR 12/22/2014 0.60 5.78 18.55 18.55 26.77 11.76 9.31 03/29/2017
Morningstar Indonesia NR 12/22/2014 1.24 4.97 6.63 6.63 17.66 0.86 -0.76 03/29/2017
Morningstar Ireland NR 12/22/2014 -1.24 2.19 4.74 4.74 1.81 2.76 11.92 03/29/2017
Morningstar Israel NR 12/22/2014 -0.65 -1.89 2.56 2.56 -10.18 -2.88 2.42 03/29/2017
Morningstar Italy NR 12/22/2014 -1.40 9.27 7.58 7.58 7.94 -7.64 3.43 03/29/2017
Morningstar Japan NR 12/22/2014 -0.17 1.82 7.11 7.11 15.81 7.92 7.68 03/29/2017
Morningstar Korea NR 12/22/2014 0.23 5.81 16.81 16.81 18.75 2.28 2.36 03/29/2017
Morningstar Malaysia NR 12/22/2014 -0.23 4.39 10.19 10.19 -2.64 -7.58 -2.37 03/29/2017
Morningstar Mexico NR 12/22/2014 -0.43 11.10 17.05 17.05 -0.51 -4.14 -0.90 03/29/2017
Morningstar Netherlands NR 12/22/2014 -1.01 5.21 11.22 11.22 16.10 4.36 9.91 03/29/2017
Morningstar New Zealand NR 12/22/2014 0.75 -3.55 4.22 4.22 10.18 3.72 11.07 03/29/2017
Morningstar Norway NR 12/22/2014 -0.33 -2.81 0.73 0.73 20.57 -7.03 -0.24 03/29/2017
Morningstar Peru NR 12/22/2014 -0.04 1.09 2.89 2.89 33.65 3.43 -4.14 03/29/2017
Morningstar Philippines NR 12/22/2014 -0.02 1.45 6.15 6.15 -3.28 2.58 5.83 03/29/2017
Morningstar Poland NR 12/22/2014 -1.27 3.99 20.96 20.96 17.84 -5.34 1.91 03/29/2017
Morningstar Portugal NR 12/22/2014 -0.38 5.59 5.76 5.76 -0.38 -13.98 -1.60 03/29/2017
Morningstar Russia NR 12/22/2014 -0.11 2.74 -2.62 -2.62 38.82 2.14 -3.84 03/29/2017
Morningstar Singapore NR 12/22/2014 0.47 3.23 14.58 14.58 14.25 0.69 2.95 03/29/2017
Morningstar South Africa NR 12/22/2014 0.00 5.62 11.28 11.28 27.31 1.47 1.99 03/29/2017
Morningstar Spain NR 12/22/2014 -1.27 9.94 13.35 13.35 17.57 -5.43 5.02 03/29/2017
Morningstar Sweden NR 12/22/2014 -0.67 2.59 8.02 8.02 12.21 -0.28 6.78 03/29/2017
Morningstar Switzerland NR 12/22/2014 -0.66 2.61 8.69 8.69 12.53 0.37 7.88 03/29/2017
Morningstar Taiwan NR 12/22/2014 -0.43 2.72 13.95 13.95 27.36 7.29 7.11 03/29/2017
Morningstar Thailand NR 12/22/2014 -0.01 2.91 6.79 6.79 20.20 4.85 4.66 03/29/2017
Morningstar Turkey NR 12/22/2014 -1.82 1.93 10.43 10.43 -8.11 -4.65 -3.30 03/29/2017
Morningstar UK NR 12/22/2014 -0.60 1.48 5.06 5.06 7.92 -2.39 4.42 03/29/2017
Morningstar Qatar NR USD 06/22/2015 -0.51 -1.59 1.46 1.46 3.80 0.00 0.00 03/29/2017
Morningstar United Arab Emirates NR USD 06/22/2015 -0.33 -0.57 1.28 1.28 7.51 0.00 0.00 03/29/2017
Morningstar Australia Large-Mid Cap 11/15/2016 1.23 3.12 11.63 11.63 25.57 0.98 4.93 03/29/2017
Morningstar Canada Large-Mid Cap 11/15/2016 0.45 1.02 3.43 3.43 18.18 -0.13 2.25 03/29/2017
Morningstar Germany Large-Mid Cap 11/15/2016 -0.65 3.98 8.21 8.21 17.16 -0.14 7.82 03/29/2017
Morningstar India Large-Mid Cap 11/15/2016 0.60 5.69 18.12 18.12 25.40 10.76 8.94 03/29/2017
Morningstar Japan Large-Mid Cap 11/15/2016 0.02 2.01 7.21 7.21 16.07 8.13 7.87 03/29/2017
Morningstar US Market 07/03/2002 0.16 -0.08 5.75 5.75 17.98 10.16 13.20 03/29/2017
Developed Markets
Morningstar Developed Markets ex-US 06/22/2015 -0.29 2.93 7.41 7.41 14.44 1.49 6.49 03/29/2017
Morningstar Developed Asia Pacific ex-Japan NR 12/22/2014 0.83 2.89 11.60 11.60 20.56 1.99 4.62 03/29/2017
Morningstar Developed Americas NR 12/22/2014 0.17 -0.07 5.46 5.46 17.29 8.82 11.74 03/29/2017
Morningstar Developed Asia Pacific NR 12/22/2014 0.14 2.16 8.49 8.49 17.29 5.83 6.64 03/29/2017
Morningstar Developed Europe ex-UK NR 12/22/2014 -0.82 4.46 8.09 8.09 12.89 -0.76 7.26 03/29/2017
Morningstar Developed Europe NR 12/22/2014 -0.76 3.60 7.22 7.22 11.43 -1.22 6.37 03/29/2017
Morningstar Developed Markets NR 12/22/2014 -0.05 1.09 6.30 6.30 15.83 5.92 9.73 03/29/2017
Morningstar Dev Mkts ex-NA NR 05/01/2015 -0.41 3.01 7.67 7.67 13.37 1.05 6.36 03/29/2017
Morningstar Developed Markets Large Cap 07/08/2016 -0.07 1.39 6.70 6.70 16.12 6.16 9.90 03/29/2017
Morningstar Developed Markets Large-Mid Cap 06/20/2016