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 0.11 -0.61 2.30 8.38 13.88 11.65 14.65 08/26/2016
Morningstar Ultimate Stock-Pickers Target Volatility 7 03/29/2006 0.05 -0.46 0.42 0.52 1.91 2.65 3.65 08/26/2016
Morningstar Ultimate Stock-Pickers Target Volatility 10 03/29/2006 0.08 -0.61 0.69 1.02 3.17 4.18 5.65 08/26/2016
Morningstar Wide Moat Focus Target Volatility 5 12/26/2002 0.03 0.17 1.24 3.27 3.93 2.67 3.75 08/26/2016
Morningstar Wide Moat Focus Target Volatility 20 12/26/2002 0.13 0.74 5.17 13.38 16.16 9.35 14.70 08/26/2016
Morningstar Global ex-US Moat Focus 09/17/2004 0.27 2.62 7.57 4.90 7.10 -0.55 3.86 08/26/2016
Morningstar Wide Moat Focus 09/30/2002 0.11 0.78 6.44 20.04 24.13 11.88 17.72 08/26/2016
Morningstar Wide Moat Composite 09/20/2002 0.05 -0.07 3.63 7.82 16.76 13.02 16.33 08/26/2016
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 0.22 0.52 2.82 24.79 1.65 -4.50 5.22 08/26/2016
Morningstar Dividend Yield Focus 06/17/2005 -0.44 -1.21 -0.47 13.37 21.72 11.12 14.53 08/26/2016
Morningstar Canada Target Dividend 12/31/2001 0.26 1.70 3.80 23.29 12.58 -2.80 0.00 08/26/2016
Morningstar US Target Dividend 12/31/2001 -0.55 -0.86 2.78 12.85 18.44 11.17 13.49 08/26/2016
Morningstar Dividend Yield Focus - CAD Hedged 06/17/2005 -0.44 -1.23 -0.49 12.96 21.09 11.16 14.78 08/26/2016
Morningstar US REIT 06/30/1997 -0.97 -4.51 -0.84 12.82 22.79 14.53 14.38 08/26/2016
Morningstar US Dividend Growth 12/19/2003 -0.22 -0.13 2.87 10.57 17.38 11.69 14.88 08/26/2016
Morningstar Dividend Yield Focus CAD 06/17/2005 -0.78 -2.39 -1.25 5.16 17.91 18.91 20.76 08/26/2016
Morningstar Australia Dividend Yield Focus 12/21/2007 -0.47 -2.11 4.28 6.74 6.17 5.35 12.61 08/26/2016
Morningstar Dividend Yield Focus Target Volatility 5 09/14/2005 -0.22 -0.62 -0.41 3.92 5.75 2.56 4.26 08/26/2016
Morningstar Developed Markets Dividend Yield Focus 12/16/2005 -0.16 0.26 1.96 14.77 17.69 6.67 10.14 08/26/2016
Morningstar Global ex-US Dividend Growth 12/17/2004 0.23 0.88 4.74 4.92 7.62 5.01 8.11 08/26/2016
Morningstar Developed Markets Large Cap Dividend Leaders 12/16/2005 -0.28 0.40 5.07 8.07 12.12 4.92 9.63 08/26/2016
Morningstar Dividend Leaders 06/30/1997 -0.49 -1.20 1.96 17.32 29.24 13.83 15.78 08/26/2016
Morningstar Dividend Composite 06/30/1997 -0.27 -0.38 2.70 11.51 19.34 11.71 14.95 08/26/2016
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 -0.20 0.72 5.42 8.77 13.20 9.84 15.01 08/26/2016
Morningstar Canada Target Value 12/29/2000 0.03 -1.61 2.06 7.96 2.54 3.03 9.41 08/26/2016
Morningstar Canada Target Momentum 12/29/2000 0.12 1.26 5.43 16.93 7.57 2.98 5.79 08/26/2016
Morningstar Developed Markets ex-US Factor Tilt 12/21/2001 0.02 1.35 7.24 3.70 5.27 2.58 6.54 08/26/2016
Morningstar Emerging Markets Factor Tilt 12/21/2001 0.32 3.10 8.82 15.53 19.01 2.53 1.76 08/26/2016
Morningstar US Target Momentum 12/21/2001 -0.64 -2.03 1.76 -0.10 -3.41 8.04 14.04 08/26/2016
Morningstar US Target Value 12/21/2001 -0.52 -2.72 -1.23 3.96 0.86 8.96 19.45 08/26/2016
Morningstar Developed Markets ex-North America Target Momentum 12/15/2000 -0.08 -0.96 4.20 1.44 10.75 11.33 14.19 08/26/2016
Morningstar Emerging Markets Target Momentum 12/15/2000 0.48 2.49 8.25 11.45 15.09 10.58 10.45 08/26/2016
Morningstar Developed Markets ex-North America Target Value 12/15/2000 -0.06 1.37 9.53 1.83 5.18 2.27 7.90 08/26/2016
Morningstar Emerging Markets Target Value 12/15/2000 0.32 3.03 9.49 14.71 17.49 7.29 4.95 08/26/2016
Morningstar Emerging Markets Equal Country Weighted 12/31/2003 -1.02 0.48 5.35 19.37 16.02 0.00 0.06 08/26/2016
Morningstar Developed Markets ex-US Factor Tilt Hedged 12/17/2010 -0.06 0.50 6.11 -1.56 3.01 6.26 10.82 08/26/2016
Morningstar Emerging Markets Factor Tilt Hedged 12/17/2010 0.06 2.40 7.22 9.98 14.28 4.46 4.58 08/26/2016
Morningstar Brazil Target Momentum 06/15/2007 0.62 -0.94 6.67 45.55 31.94 -4.02 -3.93 08/26/2016
Morningstar North America 100 Equal Weight 06/18/2004 -0.04 0.26 3.64 6.69 12.43 10.88 14.30 08/26/2016
Morningstar Australia Moat Focus 06/20/2008 -0.64 -2.50 4.19 6.19 15.65 10.14 14.90 08/26/2016
Morningstar Exponential Technologies Moat Focus 12/20/2013 0.38 0.01 7.39 6.85 12.30 0.00 0.00 08/26/2016
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 0.09 0.74 9.25 12.56 20.30 0.25 2.53 08/26/2016
Morningstar Austria NR 12/31/1998 0.72 3.79 11.33 1.71 2.90 -5.19 -0.93 08/26/2016
Morningstar Belgium NR 06/30/1998 0.55 1.59 3.50 3.12 13.90 8.59 13.30 08/26/2016
Morningstar Brazil NR 06/30/1998 1.02 1.27 11.59 62.53 40.04 -5.32 -8.01 08/26/2016
Morningstar Canada NR 06/30/1998 0.43 1.83 5.36 23.06 15.50 -0.17 0.25 08/26/2016
Morningstar Chile NR 06/30/1998 0.11 -0.62 2.93 18.94 18.97 -4.95 -6.31 08/26/2016
Morningstar China NR 06/16/2000 0.58 6.51 9.97 5.60 13.69 4.41 5.17 08/26/2016
Morningstar Colombia NR 12/20/2002 1.77 12.47 6.20 32.32 36.75 -15.38 -6.81 08/26/2016
Morningstar Czech Republic NR 12/20/2002 -0.17 -8.87 -1.89 -2.08 -15.51 -5.48 -8.78 08/26/2016
Morningstar Denmark NR 06/30/1998 0.13 -3.96 0.35 -1.17 4.27 13.74 18.77 08/26/2016
Morningstar Egypt NR 12/20/2002 0.00 0.65 18.21 8.87 9.89 7.59 3.49 08/26/2016
Morningstar Finland NR 06/30/1998 0.86 1.67 7.92 4.28 10.61 7.57 8.44 08/26/2016
Morningstar France NR 06/30/1998 0.67 0.98 6.28 1.62 1.00 0.66 6.15 08/26/2016
Morningstar Germany NR 06/30/1998 0.52 3.13 10.97 2.68 4.93 2.07 8.56 08/26/2016
Morningstar Greece NR 12/31/1998 -1.00 -2.93 3.42 -9.97 -19.74 -27.41 -20.22 08/26/2016
Morningstar Hong Kong NR 06/30/1998 0.32 1.39 7.69 6.39 13.53 5.53 7.51 08/26/2016
Morningstar Hungary NR 06/30/1998 0.06 2.61 10.58 25.51 35.47 7.65 2.55 08/26/2016
Morningstar India NR 06/30/1998 -0.17 -0.08 5.94 6.83 10.81 17.93 6.53 08/26/2016
Morningstar Indonesia NR 06/30/1998 -0.16 2.94 9.42 27.80 46.18 5.34 -0.87 08/26/2016
Morningstar Ireland NR 06/30/1998 0.91 6.75 11.70 -2.80 2.65 9.34 17.22 08/26/2016
Morningstar Israel NR 12/20/2002 -0.06 -0.94 6.65 -7.37 -6.53 8.87 6.16 08/26/2016
Morningstar Italy NR 06/30/1998 0.77 0.65 5.70 -17.51 -20.75 -2.58 1.03 08/26/2016
Morningstar Japan NR 06/30/1998 -1.20 -0.68 5.55 1.08 5.76 5.25 7.41 08/26/2016
Morningstar Korea NR 06/30/1998 -0.24 2.03 7.87 12.17 19.88 2.95 3.02 08/26/2016
Morningstar Malaysia NR 06/30/1998 0.23 3.51 3.18 9.66 19.91 -4.37 -0.08 08/26/2016
Morningstar Mexico NR 06/30/1998 0.48 4.31 4.29 4.54 6.19 -4.11 1.50 08/26/2016
Morningstar Netherlands NR 06/30/1998 0.58 2.98 8.74 9.05 8.68 5.01 9.83 08/26/2016
Morningstar New Zealand NR 06/30/1998 0.09 2.34 10.48 26.25 50.80 14.56 14.36 08/26/2016
Morningstar Norway NR 06/30/1998 0.65 3.61 4.60 11.66 9.54 -6.30 0.07 08/26/2016
Morningstar Peru NR 06/30/1998 -1.15 -0.55 5.22 62.60 54.48 0.07 -2.61 08/26/2016
Morningstar Philippines NR 06/30/1998 -0.13 0.50 2.83 17.96 18.86 8.64 12.59 08/26/2016
Morningstar Poland NR 06/30/1998 0.19 4.62 9.46 3.95 -8.67 -9.13 -3.21 08/26/2016
Morningstar Portugal NR 12/31/1998 0.28 0.51 7.63 -0.97 -0.73 -7.24 -4.59 08/26/2016
Morningstar Russia NR 12/31/1998 1.05 5.56 7.01 31.44 32.34 -6.75 -6.65 08/26/2016
Morningstar Singapore NR 06/30/1998 -0.29 0.94 1.93 9.63 11.02 -0.87 2.34 08/26/2016
Morningstar South Africa NR 06/30/1998 1.59 -1.16 7.87 26.50 7.87 2.90 2.15 08/26/2016
Morningstar Spain NR 12/31/1998 0.62 1.73 8.19 -2.86 -11.42 -3.15 0.36 08/26/2016
Morningstar Sweden NR 06/30/1998 0.62 3.39 7.92 2.35 5.23 0.72 8.17 08/26/2016
Morningstar Switzerland NR 06/30/1998 0.26 0.40 3.03 -0.06 -1.61 2.27 7.80 08/26/2016
Morningstar Taiwan NR 06/30/1998 0.10 2.90 9.35 16.32 24.14 6.15 5.63 08/26/2016
Morningstar Thailand NR 06/30/1998 0.36 2.93 10.49 30.37 25.31 4.95 7.18 08/26/2016
Morningstar Turkey NR 06/30/1998 0.52 4.34 -1.35 10.63 8.25 -6.19 -0.44 08/26/2016
Morningstar UK NR 06/30/1998 0.40 2.08 5.26 0.30 0.23 0.28 6.34 08/26/2016
Morningstar Qatar NR USD 06/22/2015 0.00 4.72 12.66 12.72 8.28 0.00 0.00 08/26/2016
Morningstar United Arab Emirates NR USD 06/22/2015 0.01 -0.23 4.97 9.40 -0.73 0.00 0.00 08/26/2016
Morningstar US Market 12/31/1991 -0.17 0.06 3.99 7.84 13.43 11.23 15.31 08/26/2016
Developed Markets
Morningstar Developed Markets ex-US 06/19/1998 0.03 1.07 6.20 3.75 5.12 2.61 6.51 08/26/2016
Morningstar Developed Asia Pacific ex-Japan NR 06/30/1998 0.10 0.99 7.89 10.88 17.88 1.76 3.96 08/26/2016
Morningstar Developed Americas NR 06/30/1998 -0.14 0.11 3.98 8.19 12.88 9.96 13.48 08/26/2016
Morningstar Developed Asia Pacific NR 06/30/1998 -0.79 -0.16 6.29 4.03 9.38 4.07 6.21 08/26/2016
Morningstar Developed Europe ex-UK NR 06/30/1998 0.53 1.59 6.66 0.69 0.66 1.70 7.05 08/26/2016
Morningstar Developed Europe NR 06/30/1998 0.49 1.74 6.23 0.57 0.53 1.27 6.86 08/26/2016
Morningstar Developed Markets NR 06/30/1998 -0.09 0.45 4.84 5.65 9.18 7.03 10.75 08/26/2016
Morningstar Dev Mkts ex-NA NR 06/30/1998 0.00 0.98 6.24 1.70 3.10 2.12 6.53 08/26/2016
Morningstar Developed Markets Large Cap 06/30/1998 -0.06 0.49 4.58 5.01 8.95 7.06 10.86 08/26/2016
Morningstar Developed Markets Large-Mid Cap 06/30/1998 -0.08 0.45 4.72 5.73 9.46 7.38 11.19 08/26/2016
Emerging Markets
Morningstar Emerging Markets 06/19/1998 0.33 2.95 8.17 15.55 18.27 2.47 1.87 08/26/2016
Morningstar Emerging Americas NR 06/30/1998 0.75 2.46 7.95 33.90 25.96 -5.56 -5.59 08/26/2016
Morningstar Emerging Asia NR 06/30/1998 0.13 3.29 8.31 11.09 18.29 5.38 4.45 08/26/2016
Morningstar Emerging Europe NR 06/30/1998 0.63 4.25 5.47 19.06 15.44 -7.04 -5.23 08/26/2016
Regional Markets
Morningstar Global Markets 06/30/1998 -0.04 0.75 5.25 7.05 10.68 6.96 10.15 08/26/2016
Morningstar National Bank Quebec 10/16/2006 0.11 2.24 7.06 10.95 12.02 16.27 15.55 08/26/2016
Morningstar Global Markets ex-US 06/19/1998 0.10 1.49 6.77 7.55 10.05 3.44 5.95 08/26/2016
Morningstar Asia ex-Japan NR 06/30/1998 0.12 2.93 7.86 10.45 17.25 4.95 4.68 08/26/2016
Morningstar Asia NR 06/30/1998 -0.53 1.14 6.73 5.70 11.34 5.16 5.98 08/26/2016
Morningstar Asia Pacific ex-Japan NR 06/30/1998 0.12 2.48 8.17 11.02 18.13 3.95 4.28 08/26/2016
Morningstar Asia Pacific NR 06/30/1998 -0.45 1.10 7.04 6.56 12.50 4.55 5.57 08/26/2016
Morningstar Middle East & Africa NR 06/30/1998 1.17 -0.38 8.32 22.44 7.21 2.97 1.93 08/26/2016
Morningstar Europe NR 06/30/1998 0.50 1.82 6.20 1.07 0.95 0.95 6.32 08/26/2016
Morningstar Eurozone NR 06/30/1998 0.62 2.04 8.08 0.53 0.37 1.28 6.38 08/26/2016
Morningstar Nordic NR 06/30/1998 0.54 1.15 5.52 2.63 6.25 3.61 9.18 08/26/2016
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 0.42 1.70 3.99 2.23 1.78 -0.76 4.93 08/26/2016
Morningstar UK Mid Cap Index NR 06/30/1998 0.33 2.90 8.70 -4.24 -2.32 3.74 10.64 08/26/2016
Morningstar UK Small Cap Index NR 06/30/1998 0.35 3.60 10.26 -7.41 -10.70 0.26 11.12 08/26/2016
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 -0.63 -0.63 4.86 14.67 21.18 7.34 8.08 08/26/2016
Morningstar Consumer Cyclical Sector 12/31/1991 -0.35 -0.20 5.05 4.37 9.97 11.20 18.38 08/26/2016
Morningstar Financial Services Sector 12/31/1991 0.33 3.48 7.26 1.36 5.01 8.37 16.61 08/26/2016
Morningstar Real Estate Sector 12/31/1991 -0.91 -4.29 -0.34 11.82 21.29 14.22 13.45 08/26/2016
Morningstar Cyclical Super Sector 12/31/1991 -0.16 0.76 5.26 4.76 9.96 9.89 15.95 08/26/2016
Defensive
Morningstar Consumer Defensive Sector 12/31/1991 -0.44 -1.25 -1.16 9.80 18.61 14.14 15.61 08/26/2016
Morningstar Healthcare Sector 12/31/1991 0.36 -2.84 2.17 1.48 2.91 15.15 20.44 08/26/2016
Morningstar Utilities Sector 12/31/1991 -1.96 -5.64 -6.40 15.30 20.18 13.25 12.65 08/26/2016
Morningstar Defensive Super Sector 12/31/1991 -0.21 -2.66 -0.13 5.85 9.93 14.45 17.36 08/26/2016
Sensitive
Morningstar Communication Services Sector 12/31/1991 -0.65 -3.58 -0.89 12.21 16.08 12.37 16.93 08/26/2016
Morningstar Energy Sector 12/31/1991 -0.30