Analyst Advantage
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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 -0.54 -0.82 1.85 7.89 14.20 10.10 14.99 09/23/2016
Morningstar Ultimate Stock-Pickers Target Volatility 7 03/29/2006 -0.29 -0.51 0.08 0.18 1.60 1.83 3.70 09/23/2016
Morningstar Ultimate Stock-Pickers Target Volatility 10 03/29/2006 -0.41 -0.70 0.24 0.57 2.72 3.00 5.72 09/23/2016
Morningstar Wide Moat Focus Target Volatility 5 12/26/2002 -0.17 -0.47 0.77 2.79 3.78 1.91 3.76 09/23/2016
Morningstar Wide Moat Focus Target Volatility 20 12/26/2002 -0.68 -1.84 3.27 11.33 15.55 6.25 14.78 09/23/2016
Morningstar Global ex-US Moat Focus 09/17/2004 -0.41 2.98 9.21 6.50 9.87 -2.19 6.80 09/23/2016
Morningstar Wide Moat Focus 09/30/2002 -0.45 -1.52 4.86 18.26 25.31 9.64 18.19 09/23/2016
Morningstar Wide Moat Composite 09/20/2002 -0.55 -0.55 3.17 7.34 16.00 11.65 16.58 09/23/2016
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 -0.56 0.32 2.66 24.60 7.39 -4.55 5.20 09/23/2016
Morningstar Dividend Yield Focus 06/17/2005 -0.37 -0.07 -0.38 13.47 22.10 10.25 14.72 09/23/2016
Morningstar Canada Target Dividend 12/31/2001 -1.30 0.94 3.25 22.64 12.69 -4.40 1.38 09/23/2016
Morningstar US Target Dividend 12/31/2001 -0.45 -0.21 1.99 11.98 17.39 10.00 13.61 09/23/2016
Morningstar Dividend Yield Focus - CAD Hedged 06/17/2005 -0.37 -0.09 -0.42 13.05 21.40 10.30 14.97 09/23/2016
Morningstar US REIT 06/30/1997 0.23 0.22 0.34 14.16 21.65 13.80 15.82 09/23/2016
Morningstar US Dividend Growth 12/19/2003 -0.55 -1.26 1.77 9.40 16.52 10.13 15.23 09/23/2016
Morningstar Dividend Yield Focus CAD 06/17/2005 0.45 -0.01 0.71 7.24 20.65 19.56 20.51 09/23/2016
Morningstar Australia Dividend Yield Focus 12/21/2007 0.81 -0.69 2.25 4.67 6.99 3.95 12.71 09/23/2016
Morningstar Dividend Yield Focus Target Volatility 5 09/14/2005 -0.14 -0.23 -0.56 3.76 5.52 2.16 4.27 09/23/2016
Morningstar Developed Markets Dividend Yield Focus 12/16/2005 -0.66 0.29 1.46 14.21 18.47 5.15 11.21 09/23/2016
Morningstar Global ex-US Dividend Growth 12/17/2004 -0.68 1.82 5.19 5.36 8.68 3.78 9.83 09/23/2016
Morningstar Developed Markets Large Cap Dividend Leaders 12/16/2005 -0.80 0.76 5.71 8.74 14.42 3.81 11.12 09/23/2016
Morningstar Australia REIT 06/17/2005 1.27 -3.59 -0.14 18.89 34.79 7.39 13.78 09/23/2016
Morningstar Canada REIT 06/17/2005 -1.53 -0.39 -4.09 24.55 18.17 0.85 3.57 09/23/2016
Morningstar Developed Markets REIT 06/17/2005 0.17 -0.07 0.87 13.56 21.06 12.16 14.80 09/23/2016
Morningstar Developed Markets ex-US REIT 06/17/2005 0.03 -0.74 2.17 12.73 18.31 7.48 12.24 09/23/2016
Morningstar Emerging Markets REIT 06/17/2005 -0.78 3.37 1.34 14.43 5.47 -0.67 6.15 09/23/2016
Morningstar Global Markets REIT 06/17/2005 0.15 0.02 0.88 13.59 20.65 11.77 14.54 09/23/2016
Morningstar Global Markets ex-US REIT 06/17/2005 -0.03 -0.41 2.10 12.87 17.26 6.76 11.71 09/23/2016
Morningstar Japan REIT 06/17/2005 0.13 1.65 0.51 26.86 38.61 10.32 11.54 09/23/2016
Morningstar Singapore REIT 06/17/2005 -0.30 0.50 3.50 21.21 24.60 5.57 11.51 09/23/2016
Morningstar UK REIT 06/17/2005 -1.36 -2.85 2.27 -18.59 -22.20 2.71 10.35 09/23/2016
Morningstar Dividend Leaders 06/30/1997 -0.30 0.50 2.72 18.19 29.39 13.14 16.07 09/23/2016
Morningstar Dividend Composite 06/30/1997 -0.45 -0.60 2.46 11.26 19.36 10.64 15.50 09/23/2016
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 -0.61 -0.07 5.69 9.05 13.32 8.92 16.05 09/23/2016
Morningstar Canada Target Value 12/29/2000 -0.83 0.59 1.86 7.74 0.79 1.93 10.40 09/23/2016
Morningstar Canada Target Momentum 12/29/2000 -1.62 0.57 3.73 15.05 3.14 0.34 7.35 09/23/2016
Morningstar Developed Markets ex-US Factor Tilt 12/21/2001 -0.63 2.14 8.61 5.03 8.90 1.49 8.54 09/23/2016
Morningstar Emerging Markets Factor Tilt 12/21/2001 -0.27 2.59 11.05 17.89 19.12 0.57 4.63 09/23/2016
Morningstar US Target Momentum 12/21/2001 -0.42 0.79 2.33 0.46 -3.79 7.09 15.95 09/23/2016
Morningstar US Target Value 12/21/2001 -0.75 0.49 -0.30 4.95 3.68 9.25 21.16 09/23/2016
Morningstar Developed Markets ex-North America Target Momentum 12/15/2000 -0.14 3.36 4.87 2.09 12.18 9.69 16.05 09/23/2016
Morningstar Emerging Markets Target Momentum 12/15/2000 -0.13 1.18 9.17 12.39 13.19 7.84 13.49 09/23/2016
Morningstar Developed Markets ex-North America Target Value 12/15/2000 -0.54 3.50 13.37 5.41 10.54 1.79 10.32 09/23/2016
Morningstar Emerging Markets Target Value 12/15/2000 -0.02 2.38 11.86 17.20 15.88 5.33 7.84 09/23/2016
Morningstar Emerging Markets Equal Country Weighted 12/31/2003 -1.19 1.34 5.83 19.91 17.57 -2.75 2.72 09/23/2016
Morningstar Developed Markets ex-US Factor Tilt Hedged 12/17/2010 -0.25 1.34 8.46 0.61 5.74 5.97 12.17 09/23/2016
Morningstar Emerging Markets Factor Tilt Hedged 12/17/2010 -0.18 1.62 9.03 11.85 13.54 3.23 5.93 09/23/2016
Morningstar Brazil Target Momentum 06/15/2007 -1.63 1.30 8.32 47.80 54.07 -7.87 -0.98 09/23/2016
Morningstar North America 100 Equal Weight 06/18/2004 -0.62 -0.47 3.31 6.34 12.19 9.50 15.25 09/23/2016
Morningstar Australia Moat Focus 06/20/2008 1.41 -2.08 1.33 3.27 15.42 8.54 15.24 09/23/2016
Morningstar Exponential Technologies Moat Focus 12/20/2013 -0.63 2.16 8.73 8.19 15.37 0.00 0.00 09/23/2016
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 0.77 1.99 7.90 11.17 24.00 -2.48 5.20 09/23/2016
Morningstar Austria NR 12/31/1998 -0.27 4.31 14.70 4.79 10.75 -4.64 3.60 09/23/2016
Morningstar Belgium NR 06/30/1998 -0.39 4.38 6.05 5.66 16.90 8.72 16.37 09/23/2016
Morningstar Brazil NR 06/30/1998 -1.27 1.68 12.92 64.47 64.02 -9.14 -5.18 09/23/2016
Morningstar Canada NR 06/30/1998 -1.48 0.81 4.11 21.60 13.88 -1.37 2.21 09/23/2016
Morningstar Chile NR 06/30/1998 -0.63 2.12 2.07 17.94 15.60 -8.42 -2.93 09/23/2016
Morningstar China NR 06/16/2000 -0.36 3.55 14.21 9.67 13.80 3.52 8.71 09/23/2016
Morningstar Colombia NR 12/20/2002 -2.51 -0.91 2.96 28.29 21.28 -17.45 -6.37 09/23/2016
Morningstar Czech Republic NR 12/20/2002 -0.19 2.61 0.09 -0.11 -8.40 -5.81 -5.00 09/23/2016
Morningstar Denmark NR 06/30/1998 -1.75 -1.13 -1.76 -3.25 1.80 12.24 19.63 09/23/2016
Morningstar Egypt NR 12/20/2002 0.00 -2.46 15.86 6.70 0.88 5.36 4.48 09/23/2016
Morningstar Finland NR 06/30/1998 -0.49 3.78 9.16 5.47 15.03 4.41 11.37 09/23/2016
Morningstar France NR 06/30/1998 -0.67 2.07 7.14 2.45 5.45 -0.22 9.45 09/23/2016
Morningstar Germany NR 06/30/1998 -0.69 1.21 10.68 2.42 10.67 0.96 11.24 09/23/2016
Morningstar Greece NR 12/31/1998 0.33 -0.68 5.56 -8.11 -21.67 -28.87 -17.04 09/23/2016
Morningstar Hong Kong NR 06/30/1998 -0.12 4.18 12.19 10.83 14.88 4.77 10.62 09/23/2016
Morningstar Hungary NR 06/30/1998 -1.03 2.44 12.35 27.51 42.39 8.12 9.89 09/23/2016
Morningstar India NR 06/30/1998 -0.10 1.38 9.56 10.47 13.70 15.53 8.07 09/23/2016
Morningstar Indonesia NR 06/30/1998 0.24 2.12 9.78 28.22 53.40 3.06 2.42 09/23/2016
Morningstar Ireland NR 06/30/1998 -1.16 -1.08 8.85 -5.27 -1.01 7.65 18.42 09/23/2016
Morningstar Israel NR 12/20/2002 -0.06 0.67 5.18 -8.64 -6.91 6.92 7.75 09/23/2016
Morningstar Italy NR 06/30/1998 -1.29 -2.11 3.01 -19.62 -19.82 -5.49 3.20 09/23/2016
Morningstar Japan NR 06/30/1998 -0.41 3.81 9.89 5.23 12.48 4.34 8.45 09/23/2016
Morningstar Korea NR 06/30/1998 -0.03 1.78 9.65 14.02 19.18 0.02 5.93 09/23/2016
Morningstar Malaysia NR 06/30/1998 0.16 -0.83 1.24 7.60 15.81 -7.37 1.92 09/23/2016
Morningstar Mexico NR 06/30/1998 -0.90 -4.00 -2.79 -2.55 -3.52 -7.69 2.70 09/23/2016
Morningstar Netherlands NR 06/30/1998 -0.44 1.21 9.09 9.40 14.25 4.17 12.36 09/23/2016
Morningstar New Zealand NR 06/30/1998 -1.31 -1.67 7.45 22.79 48.70 9.99 14.68 09/23/2016
Morningstar Norway NR 06/30/1998 -0.30 2.75 5.68 12.81 10.65 -7.20 2.83 09/23/2016
Morningstar Peru NR 06/30/1998 -1.39 0.72 5.02 62.29 49.91 0.19 -0.58 09/23/2016
Morningstar Philippines NR 06/30/1998 -0.74 -3.46 -1.78 12.67 12.85 4.54 14.39 09/23/2016
Morningstar Poland NR 06/30/1998 -1.31 1.98 10.48 4.92 -7.99 -9.11 0.92 09/23/2016
Morningstar Portugal NR 12/31/1998 -1.02 -2.19 3.92 -4.39 0.74 -8.76 -3.29 09/23/2016
Morningstar Russia NR 12/31/1998 -0.76 5.11 9.52 34.53 29.78 -8.98 -2.61 09/23/2016
Morningstar Singapore NR 06/30/1998 -0.12 1.28 1.17 8.82 11.16 -3.10 4.06 09/23/2016
Morningstar South Africa NR 06/30/1998 -0.62 8.38 9.27 28.13 13.27 0.51 4.68 09/23/2016
Morningstar Spain NR 12/31/1998 -1.43 1.88 9.76 -1.46 -2.27 -4.59 2.37 09/23/2016
Morningstar Sweden NR 06/30/1998 -0.78 2.06 8.30 2.72 7.42 -0.72 11.00 09/23/2016
Morningstar Switzerland NR 06/30/1998 -0.78 2.20 4.08 0.95 3.82 1.98 10.57 09/23/2016
Morningstar Taiwan NR 06/30/1998 0.83 4.07 12.94 20.14 21.85 4.93 8.35 09/23/2016
Morningstar Thailand NR 06/30/1998 -0.99 -3.20 6.88 26.11 17.22 -0.07 8.62 09/23/2016
Morningstar Turkey NR 06/30/1998 -0.45 5.03 1.15 13.43 12.83 -8.89 0.03 09/23/2016
Morningstar UK NR 06/30/1998 -1.14 0.84 4.33 -0.59 0.38 -1.31 7.43 09/23/2016
Morningstar Qatar NR USD 06/22/2015 0.00 -4.92 5.76 5.82 -3.74 0.00 0.00 09/23/2016
Morningstar United Arab Emirates NR USD 06/22/2015 0.00 1.04 5.45 9.90 -3.57 0.00 0.00 09/23/2016
Morningstar US Market 12/31/1991 -0.57 -0.08 4.07 7.93 13.31 10.21 16.14 09/23/2016
Developed Markets
Morningstar Developed Markets ex-US 06/19/1998 -0.69 2.03 7.14 4.67 8.67 1.38 8.53 09/23/2016
Morningstar Developed Asia Pacific ex-Japan NR 06/30/1998 0.34 2.36 8.10 11.09 20.22 -0.44 6.60 09/23/2016
Morningstar Developed Americas NR 06/30/1998 -0.63 -0.06 3.94 8.15 12.68 8.93 14.45 09/23/2016
Morningstar Developed Asia Pacific NR 06/30/1998 -0.18 3.35 9.33 7.01 14.81 2.74 7.91 09/23/2016
Morningstar Developed Europe ex-UK NR 06/30/1998 -0.80 1.61 7.03 1.04 5.12 0.66 9.78 09/23/2016
Morningstar Developed Europe NR 06/30/1998 -0.90 1.38 6.21 0.56 3.65 0.05 9.03 09/23/2016
Morningstar Developed Markets NR 06/30/1998 -0.62 0.78 5.25 6.07 10.67 5.90 12.17 09/23/2016
Morningstar Dev Mkts ex-NA NR 06/30/1998 -0.62 2.11 7.36 2.77 7.49 0.95 8.52 09/23/2016
Morningstar Developed Markets Large Cap 06/30/1998 -0.63 0.74 5.04 5.48 10.71 5.92 12.29 09/23/2016
Morningstar Developed Markets Large-Mid Cap 06/30/1998 -0.62 0.77 5.14 6.15 11.01 6.23 12.60 09/23/2016
Emerging Markets
Morningstar Emerging Markets 06/19/1998 -0.26 2.35 9.93 17.43 18.66 0.19 4.67 09/23/2016
Morningstar Emerging Americas NR 06/30/1998 -1.18 -0.09 6.18 31.71 30.20 -9.09 -3.30 09/23/2016
Morningstar Emerging Asia NR 06/30/1998 -0.03 2.26 10.86 13.69 17.73 3.41 7.23 09/23/2016
Morningstar Emerging Europe NR 06/30/1998 -0.74 4.09 7.67 21.55 16.11 -8.82 -1.63 09/23/2016
Regional Markets
Morningstar Global Markets 06/30/1998 -0.58 0.97 5.84 7.64 12.10 5.69 11.76 09/23/2016
Morningstar National Bank Quebec 10/16/2006 -0.27 0.40 7.26 11.15 9.91 15.17 16.32 09/23/2016
Morningstar Global Markets ex-US 06/19/1998 -0.59 2.10 7.89 8.68 12.90 1.97 8.16 09/23/2016
Morningstar Asia ex-Japan NR 06/30/1998 -0.04 2.42 10.43 13.08 17.01 3.13 7.43 09/23/2016
Morningstar Asia NR 06/30/1998 -0.22 3.10 10.16 9.10 14.77 3.77 7.93 09/23/2016
Morningstar Asia Pacific ex-Japan NR 06/30/1998 0.10 2.29 9.90 12.80 18.61 1.92 7.03 09/23/2016
Morningstar Asia Pacific NR 06/30/1998 -0.12 2.94 9.89 9.40 15.90 2.99 7.65 09/23/2016
Morningstar Middle East & Africa NR 06/30/1998 -0.46 5.57 8.59 22.75 9.26 0.37 4.15 09/23/2016
Morningstar Europe NR 06/30/1998 -0.89 1.47 6.26 1.12 4.01 -0.29 8.57 09/23/2016
Morningstar Eurozone NR 06/30/1998 -0.75 1.51 8.40 0.83 5.27 0.09 9.16 09/23/2016
Morningstar Nordic NR 06/30/1998 -0.93 1.59 5.44 2.54 7.39 1.95 11.67 09/23/2016
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 -1.06 0.89 3.18 1.44 1.96 -2.34 6.05 09/23/2016
Morningstar UK Mid Cap Index NR 06/30/1998 -1.37 0.60 7.27 -5.49 -2.58 2.09 11.70 09/23/2016
Morningstar UK Small Cap Index NR 06/30/1998 -1.39 0.92 9.30 -8.22 -9.46 -1.10 11.98 09/23/2016
US Sector
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Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Cyclical