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 0.03 3.95 3.95 8.45 10.33 8.57 10.83 10/20/2017
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.16 2.10 2.10 20.89 24.28 12.06 13.52 10/20/2017
Morningstar Canada Moat Focus 04/27/2017 -0.68 1.60 1.60 13.91 18.15 3.63 5.74 10/20/2017
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 -0.11 2.67 2.67 24.27 19.96 3.15 5.95 10/20/2017
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.25 -1.33 -1.33 24.71 27.23 7.85 8.13 10/20/2017
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.40 0.75 0.75 26.12 27.57 4.44 6.56 10/20/2017
Morningstar Developed Markets Moat Select 04/27/2017 0.24 1.56 1.56 23.77 28.28 10.76 13.73 10/20/2017
Morningstar Emerging Markets Moat Focus 05/11/2017 0.17 2.29 2.29 30.39 20.84 3.15 5.32 10/20/2017
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.31 1.83 1.83 24.09 28.59 11.32 13.59 10/20/2017
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.27 1.66 1.66 23.38 27.96 10.81 13.17 10/20/2017
Morningstar Global Markets Moat Focus 05/11/2017 0.25 1.79 1.79 23.75 27.73 10.77 13.04 10/20/2017
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 -0.13 1.39 1.39 21.29 23.77 12.18 13.21 10/20/2017
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 0.24 1.95 1.95 21.72 25.02 12.71 13.60 10/18/2017
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.80 1.69 1.69 26.79 27.69 7.58 5.85 10/20/2017
Morningstar Global Communication Services Moat Focus 03/09/2017 0.01 1.14 1.14 16.31 13.44 5.50 8.56 10/20/2017
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 -0.60 1.53 1.53 20.53 17.16 11.94 11.94 10/20/2017
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.12 0.09 0.09 20.58 23.61 8.23 13.31 10/20/2017
Morningstar Global Energy Moat Focus 03/09/2017 -0.27 -2.01 -2.01 -4.23 1.17 -6.52 -1.87 10/20/2017
Morningstar Global Financial Services Moat Focus 03/09/2017 0.54 3.00 3.00 24.08 37.36 11.45 13.06 10/20/2017
Morningstar Global Healthcare Moat Focus 03/06/2017 -0.71 0.19 0.19 18.76 17.02 10.15 16.19 10/20/2017
Morningstar Global Industrials Moat Focus 02/06/2017 0.42 0.66 0.66 28.72 40.94 18.89 17.83 10/20/2017
Morningstar Global Real Estate Moat Focus 03/06/2017 -0.12 2.61 2.61 16.94 12.71 8.97 9.68 10/20/2017
Morningstar Global Technology Moat Focus 03/06/2017 0.61 4.62 4.62 42.05 38.91 21.59 22.01 10/20/2017
Morningstar Global Utilities Moat Focus 02/06/2017 0.19 3.67 3.67 23.39 24.49 12.69 12.52 10/20/2017
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 -0.12 2.60 2.60 16.86 12.64 9.10 9.60 10/20/2017
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 -0.71 0.34 0.34 20.66 18.84 11.02 15.82 10/20/2017
Morningstar Developed Markets Technology Moat Focus 03/27/2017 0.73 4.51 4.51 38.00 37.90 21.07 21.91 10/20/2017
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.38 0.64 0.64 16.92 19.42 11.93 17.36 10/20/2017
Morningstar US Consumer Defensive Moat Focus 04/17/2017 -0.11 0.19 0.19 7.62 8.86 12.58 15.30 10/20/2017
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 1.64 3.79 3.79 19.57 37.31 16.02 18.53 10/20/2017
Morningstar US Financial Services Moat Focus 04/17/2017 1.54 3.64 3.64 20.33 41.08 17.60 19.42 10/20/2017
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 1.05 4.40 4.40 31.87 28.74 18.85 20.67 10/20/2017
Morningstar US Healthcare Moat Focus 04/17/2017 -0.35 1.65 1.65 20.04 18.17 11.33 17.09 10/20/2017
Morningstar US Industrials Moat Focus 04/27/2017 1.17 2.61 2.61 22.43 38.44 17.92 20.18 10/20/2017
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 1.01 2.44 2.44 14.67 24.03 5.10 8.33 10/20/2017
Morningstar US Technology Moat Focus 04/17/2017 0.98 4.14 4.14 33.67 33.15 19.89 20.99 10/20/2017
Morningstar US Utilities Moat Focus 04/17/2017 0.03 3.74 3.74 15.53 19.86 15.14 15.15 10/20/2017
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 0.60 1.74 1.74 24.73 25.69 9.41 8.56 10/20/2017
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.24 -0.35 -0.35 11.47 8.00 6.35 9.79 10/20/2017
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.16 -0.04 -0.04 21.67 25.01 10.32 14.87 10/20/2017
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 -0.62 1.26 1.26 18.28 15.88 12.00 12.14 10/20/2017
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -0.24 -1.87 -1.87 -4.12 1.28 -5.77 -0.92 10/20/2017
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 0.42 3.24 3.24 25.31 34.50 12.66 14.62 10/20/2017
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 0.48 2.63 2.63 22.99 36.96 12.10 14.25 10/20/2017
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.46 1.13 1.13 29.80 43.13 20.01 18.45 10/20/2017
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.55 3.13 3.13 28.13 23.34 13.82 16.16 10/20/2017
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 0.08 3.79 3.79 16.73 19.86 11.75 12.75 10/20/2017
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 0.55 3.50 3.50 25.59 34.39 11.22 12.83 10/20/2017
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 0.53 1.39 1.39 18.40 23.33 0.21 1.91 10/20/2017
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 0.62 0.65 0.65 20.89 25.00 0.93 2.13 10/20/2017
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.51 2.51 2.51 32.31 26.88 13.43 15.39 10/20/2017
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 -0.71 -3.57 -3.57 -10.03 -7.19 -12.27 -0.81 10/20/2017
Morningstar Dividend Yield Focus 01/10/2010 0.25 1.20 1.20 8.66 13.57 9.88 11.30 10/20/2017
Morningstar Canada Target Dividend 02/06/2012 -0.94 0.60 0.60 12.72 14.75 -1.16 1.51 10/20/2017
Morningstar US Target Dividend 02/06/2012 0.67 2.00 2.00 16.42 19.33 10.13 12.40 10/20/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.26 1.19 1.19 8.22 13.00 9.47 11.29 10/20/2017
Morningstar US REIT 11/30/2012 -0.31 1.09 1.09 6.85 6.43 8.03 9.82 10/20/2017
Morningstar US Dividend Growth 04/07/2014 0.52 2.67 2.67 17.35 25.44 13.65 14.82 10/20/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 1.40 1.99 1.99 2.13 8.33 14.04 16.78 10/20/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.04 3.81 3.81 7.49 11.86 5.79 9.08 10/20/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 0.19 0.90 0.90 5.02 7.36 2.88 3.66 10/20/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 -0.40 0.63 0.63 13.86 15.87 7.25 8.54 10/20/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.67 1.08 1.08 20.94 20.01 7.41 8.05 10/20/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.16 1.01 1.01 15.67 22.42 7.37 9.84 10/20/2017
Morningstar Australia REIT 09/14/2016 -0.75 1.17 1.17 7.49 6.51 7.43 5.43 10/20/2017
Morningstar Canada REIT 09/14/2016 -1.18 1.27 1.27 12.46 11.44 2.67 0.55 10/20/2017
Morningstar Developed Markets REIT 09/14/2016 -0.43 0.78 0.78 7.18 5.64 7.13 8.57 10/20/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.71 0.03 0.03 8.94 5.12 4.75 5.95 10/20/2017
Morningstar Emerging Markets REIT 09/14/2016 -1.11 -0.40 -0.40 10.83 5.32 0.84 0.83 10/20/2017
Morningstar Global Markets REIT 09/14/2016 -0.45 0.75 0.75 7.28 5.62 6.95 8.34 10/20/2017
Morningstar Global Markets ex-US REIT 09/14/2016 -0.75 0.00 0.00 9.09 5.12 4.42 5.50 10/20/2017
Morningstar Japan REIT 09/14/2016 -1.08 -1.29 -1.29 -6.43 -12.50 1.81 5.48 10/20/2017
Morningstar Singapore REIT 09/14/2016 -0.37 1.82 1.82 27.67 15.32 7.38 5.61 10/20/2017
Morningstar UK REIT 09/14/2016 -0.84 -0.65 -0.65 11.94 16.52 -1.16 5.95 10/20/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 0.19 0.83 0.83 4.00 6.12 2.16 3.12 10/20/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.38 2.13 2.13 11.92 18.49 12.32 14.61 10/20/2017
Morningstar Global Markets ex-Japan REIT 04/25/2017 -0.40 0.89 0.89 8.39 7.18 7.35 8.56 10/20/2017
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 -0.28 1.40 1.40 14.33 17.30 7.83 9.73 10/20/2017
Morningstar Singapore REIT Yield Focus 09/25/2017 -0.01 1.58 1.58 26.58 14.18 6.15 5.94 10/20/2017
Morningstar US Dividend and Buyback 09/25/2017 0.55 2.24 2.24 15.22 23.03 12.59 15.11 10/20/2017
Morningstar US Dividend Yield Focus UCITS TR USD 09/27/2017 0.00 0.00 0.00 0.00 0.00 0.00 0.00 01/01/1900
Morningstar Dividend Leaders 05/03/2006 0.39 1.34 1.34 8.91 14.88 12.58 12.84 10/20/2017
Morningstar Dividend Composite 05/03/2006 0.60 2.15 2.15 13.72 22.58 13.02 14.17 10/20/2017
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 0.60 2.09 2.09 13.59 22.87 12.42 14.82 10/20/2017
Morningstar Canada Target Value 02/06/2012 0.24 2.23 2.23 8.89 15.98 4.97 10.10 10/20/2017
Morningstar Canada Target Momentum 02/06/2012 -0.77 0.95 0.95 15.36 13.94 2.07 5.47 10/20/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 -0.45 1.07 1.07 21.86 24.14 9.01 9.27 10/20/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 0.45 3.06 3.06 29.17 24.20 7.70 5.60 10/20/2017
Morningstar US Target Momentum 09/16/2013 0.72 2.59 2.59 17.62 24.49 11.51 14.46 10/20/2017
Morningstar US Target Value 09/16/2013 0.76 1.37 1.37 0.02 12.95 7.81 15.93 10/20/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 -0.27 1.25 1.25 30.68 23.86 14.34 15.79 10/20/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 0.63 4.30 4.30 35.74 25.22 11.47 12.20 10/20/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 -0.29 1.06 1.06 27.69 32.91 12.26 13.07 10/20/2017
Morningstar Emerging Markets Target Value 10/01/2014 0.53 2.77 2.77 31.84 30.09 10.95 9.55 10/20/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 -0.05 1.89 1.89 23.01 17.50 3.14 1.83 10/20/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 0.14 1.84 1.84 15.41 23.47 12.58 13.46 10/20/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 0.63 2.95 2.95 24.04 21.96 9.43 7.30 10/20/2017
Morningstar Brazil Target Momentum 09/21/2015 -0.07 4.11 4.11 46.37 30.10 8.54 1.81 10/20/2017
Morningstar North America 100 Equal Weight 06/22/2015 0.29 2.20 2.20 17.23 22.69 12.15 14.28 10/20/2017
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 -0.63 3.64 3.64 16.75 16.57 3.95 3.19 10/20/2017
Morningstar Austria NR 12/22/2014 -0.15 1.83 1.83 45.11 48.10 15.97 8.91 10/20/2017
Morningstar Belgium NR 12/22/2014 -0.18 2.65 2.65 24.00 13.90 11.18 11.60 10/20/2017
Morningstar Brazil NR 12/22/2014 -0.51 1.96 1.96 30.52 19.40 2.83 -1.48 10/20/2017
Morningstar Canada NR 12/22/2014 -0.89 0.69 0.69 12.32 14.72 1.82 2.32 10/20/2017
Morningstar Chile NR 12/22/2014 0.01 4.75 4.75 39.44 36.62 10.40 -0.52 10/20/2017
Morningstar China NR 12/22/2014 1.66 4.68 4.68 38.78 31.48 11.98 9.84 10/20/2017
Morningstar Colombia NR 12/22/2014 -0.78 -1.61 -1.61 13.65 10.02 -10.51 -9.47 10/20/2017
Morningstar Czech Republic NR 12/22/2014 -0.28 1.99 1.99 35.74 26.01 3.27 -1.96 10/20/2017
Morningstar Denmark NR 12/22/2014 -0.36 1.34 1.34 34.89 25.74 13.47 15.54 10/20/2017
Morningstar Egypt NR 12/22/2014 0.00 -2.02 -2.02 9.94 -19.32 -11.05 -3.30