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 -0.22 0.45 8.01 12.69 16.48 10.69 11.46 12/15/2017
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.50 0.67 5.08 24.42 24.14 12.09 13.96 12/15/2017
Morningstar Canada Moat Focus 04/27/2017 0.07 0.82 1.74 14.07 13.38 6.22 5.31 12/15/2017
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 -0.20 2.10 6.43 28.81 29.13 7.26 6.17 12/15/2017
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.12 -1.50 -3.42 22.07 24.10 7.49 7.47 12/15/2017
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.37 -0.42 1.31 26.82 27.67 7.18 6.61 12/15/2017
Morningstar Developed Markets Moat Select 04/27/2017 0.48 0.50 3.84 26.55 25.93 11.73 13.99 12/15/2017
Morningstar Emerging Markets Moat Focus 05/11/2017 -0.36 0.38 -0.96 26.25 26.53 4.01 3.98 12/15/2017
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.48 0.39 3.70 26.38 25.73 11.68 13.75 12/15/2017
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.46 0.44 3.36 25.43 24.86 11.45 13.25 12/15/2017
Morningstar Global Markets Moat Focus 05/11/2017 0.40 0.36 3.48 25.81 25.35 11.45 13.14 12/15/2017
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 0.42 0.65 3.42 23.72 23.51 12.28 13.50 12/15/2017
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 0.59 0.41 5.33 25.82 25.27 12.32 14.44 12/15/2017
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.04 -1.40 2.70 28.05 27.51 10.50 5.33 12/15/2017
Morningstar Global Communication Services Moat Focus 03/09/2017 -0.50 -1.32 1.30 16.50 17.82 4.59 8.61 12/15/2017
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.56 1.41 6.61 26.56 27.38 13.06 12.59 12/15/2017
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.39 2.42 5.66 27.29 24.59 9.04 14.15 12/15/2017
Morningstar Global Energy Moat Focus 03/09/2017 0.29 2.31 4.36 2.00 2.12 2.48 0.50 12/15/2017
Morningstar Global Financial Services Moat Focus 03/09/2017 0.02 0.83 3.93 25.20 23.40 11.02 13.21 12/15/2017
Morningstar Global Healthcare Moat Focus 03/06/2017 0.78 0.90 -1.67 16.55 17.77 6.62 15.40 12/15/2017
Morningstar Global Industrials Moat Focus 02/06/2017 0.32 -0.43 1.81 30.18 30.20 18.57 17.41 12/15/2017
Morningstar Global Real Estate Moat Focus 03/06/2017 -0.38 -0.28 2.00 16.24 18.85 7.47 9.37 12/15/2017
Morningstar Global Technology Moat Focus 03/06/2017 0.82 -0.08 7.59 46.09 42.82 20.17 21.39 12/15/2017
Morningstar Global Utilities Moat Focus 02/06/2017 0.01 -2.63 1.97 21.37 22.29 11.66 12.69 12/15/2017
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 -0.35 0.02 6.10 20.84 23.55 8.89 10.20 12/15/2017
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 0.76 0.88 -1.61 18.31 19.54 7.55 15.08 12/15/2017
Morningstar Developed Markets Technology Moat Focus 03/27/2017 0.77 -0.31 6.56 40.70 37.45 18.78 21.26 12/15/2017
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.75 1.33 4.43 21.33 18.67 10.78 18.39 12/15/2017
Morningstar US Consumer Defensive Moat Focus 04/17/2017 1.13 2.43 8.82 16.89 17.11 13.51 16.70 12/15/2017
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 1.33 1.46 10.19 26.94 25.53 15.61 20.29 12/15/2017
Morningstar US Financial Services Moat Focus 04/17/2017 1.28 1.31 8.50 25.97 24.22 16.17 20.87 12/15/2017
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 0.84 0.41 7.03 35.20 31.76 16.65 20.52 12/15/2017
Morningstar US Healthcare Moat Focus 04/17/2017 1.61 1.81 1.41 19.76 18.65 7.79 16.62 12/15/2017
Morningstar US Industrials Moat Focus 04/27/2017 0.91 0.71 5.10 25.41 24.34 17.50 19.85 12/15/2017
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 0.96 0.13 5.15 17.71 16.48 11.55 9.52 12/15/2017
Morningstar US Technology Moat Focus 04/17/2017 0.97 0.35 6.73 37.00 33.07 17.38 20.73 12/15/2017
Morningstar US Utilities Moat Focus 04/17/2017 0.53 -3.20 4.32 16.17 17.77 13.51 16.18 12/15/2017
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 0.24 -0.97 3.24 26.57 26.40 11.17 8.07 12/15/2017
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.60 -1.07 1.56 13.60 14.64 5.93 10.25 12/15/2017
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.44 2.37 5.43 28.33 25.80 10.57 15.73 12/15/2017
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 0.53 1.27 6.48 24.38 25.35 12.61 12.80 12/15/2017
Morningstar Developed Markets Energy Moat Focus 04/19/2017 0.34 2.40 4.80 2.40 2.51 3.18 1.57 12/15/2017
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 0.11 0.99 4.72 27.10 25.57 11.94 14.86 12/15/2017
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 0.30 0.94 4.54 25.28 23.20 11.80 14.55 12/15/2017
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.17 -0.85 2.18 31.14 30.93 19.50 17.85 12/15/2017
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.42 -0.89 3.58 28.69 26.44 12.00 15.69 12/15/2017
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 0.24 -1.86 5.38 18.52 19.56 11.35 13.59 12/15/2017
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 -0.03 0.81 5.25 27.71 26.21 11.01 12.97 12/15/2017
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 0.51 -0.18 3.99 21.43 21.26 8.19 3.11 12/15/2017
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 0.29 -0.70 2.07 22.59 22.23 8.22 3.02 12/15/2017
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.30 -0.67 2.01 31.67 30.33 12.07 14.68 12/15/2017
Dividend
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Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar MLP Composite 09/09/2010 -0.69 3.64 -2.05 -8.61 -3.88 -6.56 0.55 12/15/2017
Morningstar Dividend Yield Focus 01/10/2010 0.81 1.78 5.21 12.98 12.86 10.52 12.59 12/15/2017
Morningstar Canada Target Dividend 02/06/2012 0.03 0.19 0.83 12.99 14.19 2.20 1.72 12/15/2017
Morningstar US Target Dividend 02/06/2012 0.91 2.03 6.36 21.40 20.57 10.63 13.87 12/15/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.82 1.77 5.14 12.44 12.30 10.05 12.55 12/15/2017
Morningstar US REIT 11/30/2012 0.50 0.66 3.14 9.02 12.28 7.26 10.59 12/15/2017
Morningstar US Dividend Growth 04/07/2014 0.89 1.05 7.58 22.96 21.80 13.58 15.91 12/15/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 0.68 1.33 7.90 8.05 8.04 14.21 18.66 12/15/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.26 1.00 7.83 11.66 14.45 7.22 9.50 12/15/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 -0.31 0.64 3.01 7.21 7.39 3.37 4.37 12/14/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.35 0.67 1.52 14.87 15.21 8.83 8.76 12/15/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.26 -0.46 1.74 21.73 22.99 8.72 7.73 12/15/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.03 0.24 1.78 16.55 17.33 9.12 9.83 12/15/2017
Morningstar Australia REIT 09/14/2016 -1.27 2.55 6.72 13.38 18.56 9.72 5.87 12/15/2017
Morningstar Canada REIT 09/14/2016 0.25 1.92 3.09 14.48 19.72 5.59 0.53 12/15/2017
Morningstar Developed Markets REIT 09/14/2016 0.29 0.84 3.62 10.21 13.97 6.86 9.14 12/15/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.18 1.28 4.76 14.08 19.14 5.89 6.42 12/15/2017
Morningstar Emerging Markets REIT 09/14/2016 2.16 1.78 1.12 12.52 17.62 2.03 0.35 12/15/2017
Morningstar Global Markets REIT 09/14/2016 0.34 0.87 3.56 10.27 14.06 6.73 8.88 12/15/2017
Morningstar Global Markets ex-US REIT 09/14/2016 0.01 1.32 4.44 13.93 18.99 5.57 5.89 12/15/2017
Morningstar Japan REIT 09/14/2016 -0.31 -0.26 1.83 -3.48 2.43 1.98 6.51 12/15/2017
Morningstar Singapore REIT 09/14/2016 0.26 1.56 8.21 35.69 34.80 8.94 6.66 12/15/2017
Morningstar UK REIT 09/14/2016 0.21 3.68 4.90 18.20 21.89 -0.27 6.38 12/15/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -0.31 0.58 2.70 5.93 6.07 2.59 3.79 12/14/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.79 0.58 6.00 16.17 15.64 12.09 15.74 12/15/2017
Morningstar Global Markets ex-Japan REIT 04/25/2017 0.39 0.95 3.68 11.38 14.98 7.10 9.07 12/15/2017
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 0.50 0.79 2.72 15.82 16.00 8.70 10.15 12/15/2017
Morningstar Singapore REIT Yield Focus 09/25/2017 0.32 1.57 8.83 35.61 34.50 8.02 7.04 12/15/2017
Morningstar US Dividend and Buyback 09/25/2017 0.96 1.49 6.50 20.02 18.77 12.34 16.20 12/15/2017
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 0.81 1.78 5.73 12.98 12.85 10.48 12.87 12/15/2017
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 -0.42 0.43 3.09 21.53 21.06 7.18 5.21 12/15/2017
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.20 0.92 3.08 21.58 21.09 6.26 4.32 12/15/2017
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.41 0.46 2.41 21.48 20.11 5.11 4.22 12/15/2017
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 0.06 0.43 -0.03 11.03 11.26 3.56 3.02 12/15/2017
Morningstar China Dividend Yield Focus GR USD 11/28/2017 -1.27 -0.77 3.05 27.22 27.24 5.02 4.61 12/15/2017
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 -0.79 -0.42 3.05 21.68 20.97 7.76 6.84 12/15/2017
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 -0.61 -0.71 4.02 21.28 22.00 7.77 5.71 12/15/2017
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.01 0.94 3.92 21.63 21.65 6.43 4.88 12/15/2017
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 -0.16 -1.15 -2.69 17.50 19.97 4.07 5.37 12/15/2017
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.39 0.43 2.21 14.01 14.84 7.18 7.81 12/15/2017
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 -0.01 -0.25 -0.02 17.95 19.33 5.27 5.73 12/15/2017
Morningstar Emerging Markets Asia Dividend Yield Focus GR USD 11/29/2017 -0.37 0.86 2.51 21.04 19.87 4.64 3.47 12/15/2017
Morningstar Emerging Markets Dividend Yield Focus GR USD 11/29/2017 -0.12 1.55 1.70 18.80 20.62 5.49 0.67 12/15/2017
Morningstar Europe Dividend Yield Focus GR USD 11/29/2017 -0.15 -0.99 -2.36 18.26 20.77 5.39 5.74 12/15/2017
Morningstar Eurozone Dividend Yield Focus GR USD 11/30/2017 0.06 -1.54 -0.21 24.63 28.11 8.47 9.95 12/15/2017
Morningstar Global Markets Dividend Yield Focus GR USD 11/30/2017 0.22 0.64 1.83 14.20 15.00 6.83 6.90 12/15/2017
Morningstar Global ex-Japan Dividend Yield Focus GR USD 11/30/2017 0.22 0.65 1.85 14.16 14.95 6.70 6.80 12/15/2017
Morningstar Global Markets ex-US Dividend Yield Focus GR USD 11/30/2017 -0.17 -0.05 0.74 19.44 20.90 5.60 5.20 12/15/2017
Morningstar Germany Dividend Yield Focus GR USD 11/30/2017 -0.04 -0.80 4.27 32.21 36.85 14.02 12.40 12/15/2017
Morningstar Hong Kong Dividend Yield Focus GR USD 11/30/2017 -0.44 -0.56 1.86 25.32 24.34 10.06 9.31 12/15/2017
Morningstar India Dividend Yield Focus GR USD 11/30/2017 1.25 1.55 6.50 27.05 28.19 6.15 8.63 12/15/2017
Morningstar Japan Dividend Yield Focus GR USD 11/23/2017 -1.13 -1.03 6.41 24.58 27.74 18.15 15.22 12/15/2017
Morningstar Korea Dividend Yield Focus GR USD 11/24/2017 0.23 -1.38 12.69 34.13 28.95 8.75 7.73 12/15/2017
Morningstar Nordic Dividend Yield Focus GR USD 11/23/2017 -0.43 -1.19 -4.07 16.93 19.23 7.86 9.29 12/15/2017
Morningstar UK Dividend Yield Focus GR USD 11/23/2017 -0.28 -0.51 0.59 13.30 15.17 2.23 3.65 12/15/2017
Morningstar Dividend Leaders 05/03/2006 0.77 1.42 4.63 12.44 12.21 13.51 14.46 12/15/2017
Morningstar Dividend Composite 05/03/2006 0.90 1.27 6.32 18.36 17.64 13.20 15.49 12/15/2017
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 1.05 0.68 5.59 17.48 16.42 12.05