Analyst Advantage
Show data
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 0.28 -2.78 2.28 0.90 8.93 8.46 7.58 09/24/2018
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.11 1.51 7.69 12.51 18.96 17.50 12.70 09/21/2018
Morningstar Canada Moat Focus 04/27/2017 -0.04 -0.12 3.42 -0.99 2.57 10.13 3.53 09/21/2018
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 0.72 0.00 2.41 -3.41 3.97 11.44 2.55 09/21/2018
Morningstar Developed Markets Europe Moat Focus 04/27/2017 0.22 2.29 2.07 -0.35 -1.69 8.17 4.03 09/21/2018
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 0.24 1.48 2.79 -1.08 1.99 10.05 3.17 09/21/2018
Morningstar Developed Markets Moat Select 04/27/2017 0.11 1.23 5.14 5.96 12.09 14.85 10.57 09/21/2018
Morningstar Emerging Markets Moat Focus 05/11/2017 1.81 3.12 3.42 -0.19 -0.17 9.04 3.65 09/21/2018
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.27 1.35 4.95 5.60 11.16 14.35 10.47 09/21/2018
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.25 1.19 5.01 5.06 10.22 14.21 9.94 09/21/2018
Morningstar Global Markets Moat Focus 05/11/2017 0.22 1.21 4.85 5.13 10.38 14.22 9.94 09/21/2018
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 0.05 1.53 7.54 10.13 14.29 16.36 11.96 09/21/2018
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 -0.01 1.43 7.82 14.09 20.96 17.85 13.40 09/21/2018
Morningstar Global Wide Moat Focus 04/23/2018 0.02 0.64 5.61 7.19 11.35 15.43 11.37 09/21/2018
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.24 2.07 2.33 0.58 5.85 13.78 5.06 09/21/2018
Morningstar Global Communication Services Moat Focus 03/09/2017 0.41 2.98 5.27 0.17 1.79 5.59 5.74 09/21/2018
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.19 1.44 2.11 -0.24 7.36 11.14 9.46 09/21/2018
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.46 -0.24 2.30 9.20 16.99 13.40 9.65 09/21/2018
Morningstar Global Energy Moat Focus 03/09/2017 0.90 -0.96 2.43 9.82 21.79 10.81 0.49 09/21/2018
Morningstar Global Financial Services Moat Focus 03/09/2017 0.32 2.29 2.96 -2.83 3.61 12.46 7.71 09/21/2018
Morningstar Global Healthcare Moat Focus 03/06/2017 0.12 1.52 9.91 15.29 13.28 9.46 13.34 09/21/2018
Morningstar Global Industrials Moat Focus 02/06/2017 0.34 3.19 6.73 6.89 12.70 23.10 13.80 09/21/2018
Morningstar Global Real Estate Moat Focus 03/06/2017 0.02 -1.05 1.60 3.13 8.69 11.36 9.49 09/21/2018
Morningstar Global Technology Moat Focus 03/06/2017 -0.25 -1.89 5.23 16.28 25.93 25.77 19.93 09/21/2018
Morningstar Global Utilities Moat Focus 02/06/2017 0.44 0.14 1.36 6.08 6.39 14.27 11.63 09/21/2018
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.09 -0.99 1.84 3.19 9.16 11.36 9.56 09/21/2018
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 0.13 1.56 10.44 15.78 14.02 10.45 13.22 09/21/2018
Morningstar Developed Markets Technology Moat Focus 03/27/2017 -0.28 -2.04 6.20 19.24 27.84 26.05 19.93 09/21/2018
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.19 1.28 5.95 15.61 21.83 13.94 14.61 09/21/2018
Morningstar US Consumer Defensive Moat Focus 04/17/2017 0.16 2.96 6.86 5.05 15.60 11.71 14.38 09/21/2018
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 -0.24 1.73 5.02 2.09 16.73 17.96 14.49 09/21/2018
Morningstar US Financial Services Moat Focus 04/17/2017 -0.19 1.91 5.33 1.35 13.53 17.61 14.52 09/21/2018
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 -0.33 -1.76 7.40 20.86 29.66 23.82 20.28 09/21/2018
Morningstar US Healthcare Moat Focus 04/17/2017 0.10 1.57 12.51 17.35 17.55 11.35 14.82 09/21/2018
Morningstar US Industrials Moat Focus 04/27/2017 0.21 3.15 13.52 15.26 25.54 25.21 16.44 09/21/2018
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 0.44 1.31 2.69 6.41 16.14 14.57 7.77 09/21/2018
Morningstar US Technology Moat Focus 04/17/2017 -0.27 -2.12 7.86 21.39 29.52 24.73 20.11 09/21/2018
Morningstar US Utilities Moat Focus 04/17/2017 0.44 0.24 2.96 3.85 4.15 13.76 13.35 09/21/2018
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 -0.18 1.72 2.48 -0.41 5.68 12.79 6.76 09/21/2018
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 0.31 2.52 4.63 -0.49 1.72 3.93 6.94 09/21/2018
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.40 0.36 3.06 9.52 17.15 14.12 11.18 09/21/2018
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 0.21 1.46 2.01 1.51 9.62 10.91 10.03 09/21/2018
Morningstar Developed Markets Energy Moat Focus 04/19/2017 0.84 -1.08 0.80 7.83 20.40 10.39 0.82 09/21/2018
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 -0.14 2.08 2.61 -7.00 0.91 11.81 8.62 09/21/2018
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 -0.18 2.39 3.48 -2.36 5.32 13.17 8.70 09/21/2018
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.27 2.90 7.03 10.68 17.06 25.70 15.16 09/21/2018
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.00 -0.56 6.91 17.33 22.58 19.25 15.10 09/21/2018
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 0.27 0.06 2.43 3.22 5.54 12.52 11.28 09/21/2018
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 0.68 1.35 2.77 -1.84 6.11 13.14 8.13 09/21/2018
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 0.15 1.42 2.58 3.95 10.75 12.87 2.34 09/21/2018
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 0.71 2.54 2.27 3.00 8.15 13.33 2.17 09/21/2018
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.08 0.21 6.11 13.04 15.88 17.96 13.62 09/21/2018
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 0.08 0.18 8.19 7.48 8.22 1.57 -2.23 09/21/2018
Morningstar Dividend Yield Focus 01/10/2010 0.59 3.37 8.86 4.69 11.61 13.53 10.16 09/21/2018
Morningstar Canada Target Dividend 02/06/2012 0.34 0.05 0.56 -4.59 -1.46 7.17 -0.29 09/21/2018
Morningstar US Target Dividend 02/06/2012 0.43 1.32 5.28 3.44 12.21 12.87 10.62 09/21/2018
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.59 3.30 8.63 3.70 10.37 12.67 9.82 09/21/2018
Morningstar US REIT 11/30/2012 -0.08 -1.28 2.10 3.33 5.58 8.55 9.20 09/21/2018
Morningstar US Dividend Growth 04/07/2014 0.20 2.21 10.51 10.29 19.46 18.01 13.76 09/21/2018
Morningstar Dividend Yield Focus CAD 01/02/2015 0.65 2.38 6.88 7.91 16.78 12.56 15.29 09/21/2018
Morningstar Australia Dividend Yield Focus 01/15/2016 0.01 -2.32 1.02 -0.26 7.36 6.90 5.46 09/24/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 0.39 2.22 5.13 4.17 8.83 6.25 3.94 09/21/2018
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.36 1.48 4.22 -0.87 2.16 10.22 6.03 09/21/2018
Morningstar Global ex-US Dividend Growth 12/21/2015 0.59 0.98 3.54 -0.01 4.32 8.26 5.94 09/21/2018
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.58 3.26 5.65 0.22 4.25 11.14 6.58 09/21/2018
Morningstar Australia REIT 09/14/2016 -0.41 -0.61 1.20 -1.32 6.46 12.13 5.93 09/21/2018
Morningstar Canada REIT 09/14/2016 0.67 2.53 7.43 7.75 12.91 12.83 4.95 09/21/2018
Morningstar Developed Markets REIT 08/06/2018 -0.21 -1.24 1.26 2.20 5.76 8.37 8.31 09/21/2018
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.52 -1.15 -0.76 -0.63 5.96 7.47 5.68 09/21/2018
Morningstar Emerging Markets REIT 09/14/2016 0.18 -0.54 -5.52 -23.17 -18.33 -2.86 -2.65 09/21/2018
Morningstar Global Markets REIT 09/14/2016 -0.20 -1.23 1.09 1.48 5.09 8.08 8.00 09/21/2018
Morningstar Global Markets ex-US REIT 09/14/2016 -0.48 -1.11 -1.10 -2.63 3.79 6.63 4.97 09/21/2018
Morningstar Japan REIT 09/14/2016 -0.30 -1.52 -1.43 8.63 9.55 9.21 4.95 09/21/2018
Morningstar Singapore REIT 09/14/2016 -0.32 -1.40 2.36 -5.23 4.24 12.45 6.22 09/21/2018
Morningstar UK REIT 09/14/2016 -0.92 -0.40 -4.89 -5.85 3.52 -5.17 3.64 09/21/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 0.38 2.08 4.56 2.51 6.67 4.94 3.06 09/21/2018
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.27 1.46 5.96 4.67 12.12 13.41 12.46 09/21/2018
Morningstar Global Markets ex-Japan REIT 04/25/2017 -0.19 -1.21 1.29 0.99 4.78 8.03 8.23 09/21/2018
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 0.42 2.20 4.12 -0.32 3.37 10.28 7.43 09/21/2018
Morningstar Singapore REIT Yield Focus 09/25/2017 0.12 -1.33 1.72 -5.60 4.41 11.78 5.91 09/21/2018
Morningstar US Dividend and Buyback 09/25/2017 0.13 1.84 9.44 8.99 17.18 16.11 13.08 09/21/2018
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 0.57 3.27 8.75 4.54 11.48 13.38 10.35 09/21/2018
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.69 0.16 3.10 3.09 6.78 11.41 4.75 09/21/2018
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.83 0.38 3.40 2.39 6.73 11.09 3.64 09/21/2018
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 1.10 1.00 5.30 3.37 6.82 10.21 3.89 09/21/2018
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 0.01 0.74 3.45 -4.34 -1.84 8.86 1.25 09/21/2018
Morningstar China Dividend Yield Focus GR USD 11/28/2017 1.82 -0.37 0.47 0.53 5.06 8.83 4.56 09/21/2018
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 0.96 0.80 3.65 2.57 6.05 10.67 5.91 09/21/2018
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.47 0.00 0.54 1.26 6.08 10.94 4.51 09/21/2018
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.44 -0.22 1.53 -1.47 4.01 9.67 3.25 09/21/2018
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 0.39 1.47 4.00 -2.53 -3.35 3.62 2.19 09/21/2018
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.35 1.53 4.50 -0.46 3.40 9.47 5.28 09/21/2018
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 0.29 0.58 3.00 -3.69 -1.66 7.14 2.69 09/21/2018
Morningstar Emerging Markets Asia Dividend Yield Focus GR USD 11/29/2017 1.12 1.26 6.66 6.31 9.74 11.48 4.06 09/21/2018
Morningstar Emerging Markets Dividend Yield Focus GR USD 11/29/2017 1.21 1.36 5.35 -0.65 3.58 9.30 1.31 09/21/2018
Morningstar Europe Dividend Yield Focus GR USD 11/29/2017 0.38 1.51 4.20 -2.44 -2.91 4.69 2.78 09/21/2018
Morningstar Eurozone Dividend Yield Focus GR USD 11/30/2017 0.53 2.18 2.20 -1.77 -1.20 7.92 5.78 09/21/2018
Morningstar Global Markets Dividend Yield Focus GR USD 11/30/2017 0.44 1.61 4.62 -0.82 2.47 8.89 4.58 09/21/2018
Morningstar Global ex-Japan Dividend Yield Focus GR USD 11/30/2017 0.45 1.62 4.72 -0.84 2.50 8.91 4.51 09/21/2018
Morningstar Global Markets ex-US Dividend Yield Focus GR USD 11/30/2017 0.43 0.79 3.43 -2.68 -0.01 7.25 2.88 09/21/2018
Morningstar Germany Dividend Yield Focus GR USD 11/30/2017 0.66 0.93 -0.57 -6.50 -1.01 12.84 7.13 09/21/2018
Morningstar Hong Kong Dividend Yield Focus GR USD 11/30/2017 1.13 1.58 0.95 -0.07 3.16 10.20 8.00 09/21/2018
Morningstar India Dividend Yield Focus GR USD 11/30/2017 -0.49 -5.45 -0.75 -2.05 4.07 7.67 9.28 09/21/2018
Morningstar Japan Dividend Yield Focus GR USD 11/30/2017 -0.10 0.38 0.23 3.80 11.54 15.26 12.98 09/21/2018
Morningstar Korea Dividend Yield Focus GR USD 11/30/2017 1.17 -0.11 0.13 -3.54 8.69 5.04 6.59 09/21/2018
Morningstar Nordic Dividend Yield Focus GR USD 11/30/2017 0.49 2.08 4.45 1.29 -0.57 7.91 5.15 09/21/2018
Morningstar UK Dividend Yield Focus GR USD 11/30/2017 -0.48 0.26 -1.66 -4.72 -0.37 -0.51 0.15 09/21/2018
Morningstar US Dividend Valuation 04/23/2018 0.48 3.30 9.68 9.35 17.64 18.62 13.60 09/21/2018
Morningstar Singapore Yield Focus Index 09/10/2018 0.96 -0.05 1.91 -1.83 4.91 7.95 2.71 09/21/2018
Morningstar Dividend Leaders 05/03/2006 0.45 3.29 6.51 3.25 8.96 15.18 11.58