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 0.45 0.19 1.73 5.55 -1.28 10.42 11.10 05/27/2016
Morningstar Ultimate Stock-Pickers Target Volatility 7 03/29/2006 -0.53 -0.44 -0.03 0.32 -5.46 2.15 2.21 05/27/2016
Morningstar Ultimate Stock-Pickers Target Volatility 10 03/29/2006 -0.77 -0.61 0.02 0.63 -7.37 3.44 3.55 05/27/2016
Morningstar Wide Moat Focus Target Volatility 5 12/26/2002 -0.52 0.17 1.39 2.29 -0.80 2.84 2.78 05/27/2016
Morningstar Wide Moat Focus Target Volatility 20 12/26/2002 -2.07 0.66 5.64 9.30 -4.11 10.01 10.71 05/27/2016
Morningstar Global ex-US Moat Focus 09/17/2004 0.19 -2.08 -0.67 2.09 -12.57 -1.60 0.54 05/27/2016
Morningstar Wide Moat Focus 09/30/2002 0.63 1.98 7.28 14.27 7.84 11.91 13.83 05/27/2016
Morningstar Wide Moat Composite 09/20/2002 0.40 1.85 2.70 3.61 4.58 11.16 13.53 05/27/2016
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 0.73 2.44 20.39 12.76 -28.78 -8.20 1.95 05/27/2016
Morningstar Dividend Yield Focus 06/17/2005 0.32 1.83 2.90 10.37 8.67 9.30 12.70 05/27/2016
Morningstar Canada Target Dividend 12/31/2001 0.09 -1.00 2.93 18.12 -9.78 -4.81 -3.31 05/27/2016
Morningstar US Target Dividend 12/31/2001 0.40 0.95 -0.20 7.42 2.96 9.20 10.18 05/27/2016
Morningstar Dividend Yield Focus - CAD Hedged 06/17/2005 0.34 1.90 2.93 10.02 8.11 9.36 13.00 05/27/2016
Morningstar US REIT 06/30/1997 0.52 2.26 0.38 6.45 8.42 7.82 10.74 05/27/2016
Morningstar US Dividend Growth 12/19/2003 0.42 1.61 2.90 6.46 3.83 10.17 12.12 05/27/2016
Morningstar Dividend Yield Focus CAD 06/17/2005 0.72 5.95 3.68 3.55 13.46 18.13 19.38 05/27/2016
Morningstar Australia Dividend Yield Focus 12/21/2007 0.47 2.80 4.16 4.73 -6.30 5.74 11.48 05/27/2016
Morningstar Dividend Yield Focus Target Volatility 5 09/14/2005 0.17 0.91 1.21 3.13 -0.26 1.75 3.32 05/27/2016
Morningstar Developed Markets Dividend Yield Focus 12/16/2005 0.18 0.18 1.78 10.00 1.27 4.79 7.22 05/27/2016
Morningstar Global ex-US Dividend Growth 12/17/2004 0.19 -0.19 1.54 2.41 -5.08 3.73 5.80 05/27/2016
Morningstar Developed Markets Large Cap Dividend Leaders 12/16/2005 0.07 0.19 1.69 4.81 -2.65 4.05 6.75 05/27/2016
Morningstar Dividend Leaders 06/30/1997 0.32 0.83 1.09 10.29 12.40 10.80 13.18 05/27/2016
Morningstar Dividend Composite 06/30/1997 0.41 1.44 2.36 6.88 5.05 10.08 12.11 05/27/2016
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 0.53 1.25 2.19 3.53 -2.12 9.26 10.50 05/27/2016
Morningstar Canada Target Value 12/29/2000 0.45 1.01 4.68 9.42 -10.66 5.21 7.13 05/27/2016
Morningstar Canada Target Momentum 12/29/2000 0.03 -0.86 1.90 10.13 -14.15 0.82 3.14 05/27/2016
Morningstar Developed Markets ex-US Factor Tilt 12/21/2001 -0.04 -0.72 2.99 1.45 -8.25 2.86 3.02 05/27/2016
Morningstar Emerging Markets Factor Tilt 12/21/2001 0.51 -4.29 -2.63 1.71 -18.77 -4.81 -3.74 05/27/2016
Morningstar US Target Momentum 12/21/2001 0.58 1.49 0.76 -3.12 -8.61 7.84 9.80 05/27/2016
Morningstar US Target Value 12/21/2001 0.77 -0.57 1.74 7.20 -3.73 11.72 16.00 05/27/2016
Morningstar Developed Markets ex-North America Target Momentum 12/15/2000 0.16 2.28 2.27 -0.06 2.71 12.12 10.52 05/27/2016
Morningstar Emerging Markets Target Momentum 12/15/2000 0.68 -2.44 -2.48 -1.11 -16.50 1.22 6.01 05/27/2016
Morningstar Developed Markets ex-North America Target Value 12/15/2000 0.03 -1.25 2.70 0.03 -9.51 3.44 4.97 05/27/2016
Morningstar Emerging Markets Target Value 12/15/2000 0.65 -6.26 -5.36 1.19 -21.34 -1.09 -0.68 05/27/2016
Morningstar Emerging Markets Equal Country Weighted 12/31/2003 -0.33 -4.96 -3.03 8.51 -14.19 -7.30 -4.22 05/27/2016
Morningstar Developed Markets ex-US Factor Tilt Hedged 12/17/2010 0.29 1.93 3.69 -1.96 -9.96 6.48 7.22 05/27/2016
Morningstar Emerging Markets Factor Tilt Hedged 12/17/2010 0.56 -1.99 -1.05 0.46 -14.18 -0.48 -0.20 05/27/2016
Morningstar Brazil Target Momentum 06/15/2007 -0.99 -9.45 -3.21 14.63 -15.57 -18.43 -10.38 05/27/2016
Morningstar North America 100 Equal Weight 06/18/2004 0.36 1.19 2.95 3.00 0.08 9.96 10.83 05/27/2016
Morningstar Australia Moat Focus 06/20/2008 0.36 2.98 5.07 3.51 3.75 9.53 12.67 05/27/2016
Morningstar Exponential Technologies Moat Focus 12/20/2013 0.44 3.33 5.62 2.85 -1.99 0.00 0.00 05/27/2016
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 -0.07 -2.52 0.06 2.70 -7.77 -3.49 -1.72 05/27/2016
Morningstar Austria NR 12/31/1998 -0.45 -4.49 -0.96 -1.43 -8.14 -4.66 -6.01 05/27/2016
Morningstar Belgium NR 06/30/1998 -0.33 2.39 3.79 1.39 3.50 9.21 9.22 05/27/2016
Morningstar Brazil NR 06/30/1998 -1.63 -12.72 -3.74 22.62 -20.84 -20.02 -15.90 05/27/2016
Morningstar Canada NR 06/30/1998 0.05 -2.81 4.15 16.47 -9.08 -2.05 -3.28 05/27/2016
Morningstar Chile NR 06/30/1998 -0.12 -5.61 -2.40 9.92 -12.35 -12.41 -10.54 05/27/2016
Morningstar China NR 06/16/2000 1.20 -2.48 -2.36 -7.51 -31.95 -0.25 -1.26 05/27/2016
Morningstar Colombia NR 12/20/2002 -0.31 -9.97 -4.13 16.87 -14.14 -18.58 -10.04 05/27/2016
Morningstar Czech Republic NR 12/20/2002 -0.21 -5.81 -2.67 3.14 -7.62 -3.50 -9.70 05/27/2016
Morningstar Denmark NR 06/30/1998 -0.40 1.77 3.54 2.90 5.05 18.05 13.15 05/27/2016
Morningstar Egypt NR 12/20/2002 0.00 -3.19 3.28 -1.74 -24.01 3.79 -1.10 05/27/2016
Morningstar Finland NR 06/30/1998 -0.14 -0.36 -0.76 -2.74 -3.65 7.01 0.53 05/27/2016
Morningstar France NR 06/30/1998 -0.49 0.10 1.94 1.66 -6.94 2.74 1.66 05/27/2016
Morningstar Germany NR 06/30/1998 -0.32 -0.52 0.40 -1.72 -9.40 2.03 2.57 05/27/2016
Morningstar Greece NR 12/31/1998 -3.10 9.25 12.31 9.81 -32.68 -24.29 -23.20 05/27/2016
Morningstar Hong Kong NR 06/30/1998 0.52 -2.69 -1.72 -2.92 -18.67 0.97 3.22 05/27/2016
Morningstar Hungary NR 06/30/1998 0.60 -3.65 -0.70 17.04 21.51 2.82 -4.59 05/27/2016
Morningstar India NR 06/30/1998 1.44 1.68 2.96 -0.89 -5.85 6.19 1.60 05/27/2016
Morningstar Indonesia NR 06/30/1998 1.03 -2.66 -3.00 7.74 -9.81 -11.01 -4.16 05/27/2016
Morningstar Ireland NR 06/30/1998 0.35 2.44 1.42 0.25 7.29 13.81 13.71 05/27/2016
Morningstar Israel NR 12/20/2002 -0.24 -6.23 -3.22 -11.83 -9.46 6.82 0.39 05/27/2016
Morningstar Italy NR 06/30/1998 -0.55 -2.91 -0.16 -11.51 -18.45 0.55 -3.58 05/27/2016
Morningstar Japan NR 06/30/1998 0.36 -1.98 2.54 -3.37 -6.81 4.10 5.68 05/27/2016
Morningstar Korea NR 06/30/1998 0.58 -4.56 -3.42 0.60 -11.17 -1.97 -2.72 05/27/2016
Morningstar Malaysia NR 06/30/1998 0.53 -5.39 -7.73 3.83 -13.09 -9.58 -2.03 05/27/2016
Morningstar Mexico NR 06/30/1998 0.23 -6.99 -6.95 0.22 -12.40 -6.54 -1.48 05/27/2016
Morningstar Morocco NR 06/30/1998 0.07 -3.86 3.39 10.59 6.40 4.48 -5.12 05/27/2016
Morningstar Netherlands NR 06/30/1998 0.09 0.78 1.30 6.06 -3.86 6.59 4.09 05/27/2016
Morningstar New Zealand NR 06/30/1998 0.20 -1.10 0.73 9.11 11.02 8.88 10.77 05/27/2016
Morningstar Norway NR 06/30/1998 -1.14 -1.79 5.64 9.35 -12.73 -7.29 -3.92 05/27/2016
Morningstar Peru NR 06/30/1998 -1.29 -2.33 12.40 46.05 0.87 -7.56 -6.22 05/27/2016
Morningstar Philippines NR 06/30/1998 0.59 4.87 2.10 10.24 -4.26 -1.22 11.66 05/27/2016
Morningstar Poland NR 06/30/1998 -0.26 -5.56 -11.63 -0.48 -22.39 -8.57 -8.63 05/27/2016
Morningstar Portugal NR 12/31/1998 -0.66 -2.57 -0.91 -0.24 -9.74 -6.14 -8.31 05/27/2016
Morningstar Russia NR 12/31/1998 -0.26 -4.39 3.06 20.32 -7.42 -10.53 -11.17 05/27/2016
Morningstar Singapore NR 06/30/1998 0.97 -3.45 -2.79 3.73 -14.62 -5.83 -0.95 05/27/2016
Morningstar South Africa NR 06/30/1998 0.59 -8.69 -4.61 9.18 -19.78 -2.87 -2.72 05/27/2016
Morningstar Spain NR 12/31/1998 -0.10 -1.70 3.26 -0.49 -16.40 0.28 -3.20 05/27/2016
Morningstar Sweden NR 06/30/1998 -0.50 -1.39 -0.21 0.16 -8.29 1.28 1.95 05/27/2016
Morningstar Switzerland NR 06/30/1998 0.35 0.92 3.56 -1.69 -10.93 2.78 4.15 05/27/2016
Morningstar Taiwan NR 06/30/1998 1.02 0.39 -4.33 1.75 -16.81 0.12 -0.21 05/27/2016
Morningstar Thailand NR 06/30/1998 0.83 -0.78 -0.34 14.01 -8.66 -7.49 3.71 05/27/2016
Morningstar Turkey NR 06/30/1998 -0.56 -13.08 -9.27 10.14 -14.41 -16.44 -5.08 05/27/2016
Morningstar UK NR 06/30/1998 -0.33 1.00 4.14 1.43 -10.96 1.54 3.33 05/27/2016
Morningstar Qatar NR USD 06/22/2015 0.01 -4.72 -5.72 -1.35 0.00 0.00 0.00 05/27/2016
Morningstar United Arab Emirates NR USD 06/22/2015 0.00 -6.16 -2.44 2.92 0.00 0.00 0.00 05/27/2016
Morningstar US Market 12/31/1991 0.49 1.87 2.42 3.53 -0.21 10.30 11.52 05/27/2016
Developed Markets
Morningstar Developed Markets ex-US 06/19/1998 -0.03 -0.77 2.48 0.89 -8.57 2.40 2.81 05/27/2016
Morningstar Developed Asia Pacific ex-Japan NR 06/30/1998 0.23 -2.65 -0.79 1.47 -11.39 -2.43 -0.19 05/27/2016
Morningstar Developed Americas NR 06/30/1998 0.46 1.52 2.42 3.92 -1.33 8.97 9.74 05/27/2016
Morningstar Developed Asia Pacific NR 06/30/1998 0.32 -2.19 1.48 -1.90 -8.27 1.83 3.56 05/27/2016
Morningstar Developed Europe ex-UK NR 06/30/1998 -0.22 -0.09 1.84 -0.37 -8.64 2.95 2.18 05/27/2016
Morningstar Developed Europe NR 06/30/1998 -0.26 0.24 2.53 0.18 -9.38 2.49 2.59 05/27/2016
Morningstar Developed Markets NR 06/30/1998 0.27 0.65 2.30 2.09 -4.42 6.42 6.98 05/27/2016
Morningstar Dev Mkts ex-NA NR 06/30/1998 -0.05 -0.74 2.07 -0.75 -9.15 1.96 2.81 05/27/2016
Emerging Markets
Morningstar Emerging Markets 06/19/1998 0.63 -3.77 -2.70 2.30 -17.92 -4.55 -3.44 05/27/2016
Morningstar Emerging Americas NR 06/30/1998 -0.77 -9.70 -4.37 12.87 -16.42 -15.25 -11.40 05/27/2016
Morningstar Emerging Asia NR 06/30/1998 1.00 -1.79 -2.30 -1.03 -18.94 -1.39 -0.90 05/27/2016
Morningstar Emerging Europe NR 06/30/1998 -0.29 -6.59 -3.01 13.16 -11.24 -11.03 -9.61 05/27/2016
Regional Markets
Morningstar Global Markets 06/30/1998 0.31 0.27 1.91 2.39 -5.41 5.59 6.18 05/27/2016
Morningstar National Bank Quebec 10/16/2006 0.84 2.10 2.80 6.94 0.86 15.83 11.56 05/27/2016
Morningstar Global Markets ex-US 06/19/1998 0.31 0.27 1.91 2.39 -6.28 2.47 2.34 05/27/2016
Morningstar Asia ex-Japan NR 06/30/1998 0.94 -2.00 -2.26 -0.98 -18.64 -1.45 -0.41 05/27/2016
Morningstar Asia NR 06/30/1998 0.65 -1.99 0.09 -2.19 -12.99 1.24 2.43 05/27/2016
Morningstar Asia Pacific ex-Japan NR 06/30/1998 0.72 -2.10 -1.76 -0.15 -16.36 -1.83 -0.61 05/27/2016
Morningstar Asia Pacific NR 06/30/1998 0.56 -2.05 0.09 -1.59 -12.31 0.66 1.90 05/27/2016
Morningstar Middle East & Africa NR 06/30/1998 0.44 -7.80 -4.16 7.04 -19.25 -2.33 -2.69 05/27/2016
Morningstar Europe NR 06/30/1998 -0.26 0.02 2.35 0.52 -9.44 1.95 2.07 05/27/2016
Morningstar Eurozone NR 06/30/1998 -0.32 -0.31 1.38 -0.46 -8.67 2.77 1.30 05/27/2016
Morningstar Nordic NR 06/30/1998 -0.48 -0.43 1.30 1.33 -4.81 4.52 3.27 05/27/2016
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 -0.38 0.44 4.29 1.97 -12.46 -0.41 1.83 05/27/2016
Morningstar UK Mid Cap Index NR 06/30/1998 -0.15 2.43 3.44 0.14 -6.66 7.50 7.85 05/27/2016
Morningstar UK Small Cap Index NR 06/30/1998 -0.31 3.00 4.54 -0.23 -8.94 6.37 8.40 05/27/2016
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 0.05 0.32 5.42 10.59 -3.32 6.01 3.96 05/27/2016
Morningstar Consumer Cyclical Sector 12/31/1991 0.58 -0.37 0.02 0.95 0.96 11.39 14.87 05/27/2016
Morningstar Financial Services Sector 12/31/1991 0.80 2.55 6.75 0.25 -2.18 9.43 11.81 05/27/2016
Morningstar Real Estate Sector 12/31/1991 0.49 2.51 0.38 5.51 6.79 7.46 9.60 05/27/2016
Morningstar Cyclical Super Sector 12/31/1991 0.62 1.29 3.40 1.98 -0.23 9.62 11.76 05/27/2016
Defensive
Morningstar Consumer Defensive Sector 12/31/1991 0.19 1.50 0.37 6.05 9.92 11.64 13.74 05/27/2016
Morningstar Healthcare Sector 12/31/1991 0.56 1.97 4.79 -1.45 -5.21 15.27 17.26 05/27/2016
Morningstar Utilities Sector 12/31/1991 0.27 0.97 -1.07 13.86 14.18 11.80 12.02 05/27/2016
Morningstar Defensive Super Sector 12/31/1991 0.39 1.68 2.47 2.81 1.80 13.29 15.11 05/27/2016
Sensitive
Morningstar Communication Services Sector 12/31/1991 0.58 1.09 0.60 8.15 5.43 10.00 12.80 05/27/2016
Morningstar Energy Sector 12/31/1991 0.10 -0.74 8.70 12.60 -13.00 -4.15 -0.43 05/27/2016
Morningstar Industrials Sector 12/31/1991 0.36 0.05 0.96 5.71 0.66 10.95 11.15