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 0.12 2.07 2.07 0.69 8.13 5.79 8.19 07/19/2018
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.44 3.09 3.09 7.71 16.95 12.34 12.12 07/18/2018
Morningstar Canada Moat Focus 04/27/2017 -0.47 1.38 1.38 -2.94 3.87 7.03 3.43 07/18/2018
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 0.20 1.61 1.61 -4.04 4.80 6.54 4.32 07/18/2018
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.26 1.80 1.80 -0.62 3.86 4.53 6.32 07/18/2018
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.09 1.34 1.34 -2.44 4.26 5.66 4.71 07/18/2018
Morningstar Developed Markets Moat Select 04/27/2017 0.16 2.65 2.65 3.81 13.39 10.84 11.06 07/18/2018
Morningstar Emerging Markets Moat Focus 05/11/2017 -0.36 1.02 1.02 -0.39 4.01 3.02 4.72 07/18/2018
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.15 2.49 2.49 3.44 12.74 10.33 10.99 07/18/2018
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.15 2.54 2.54 2.94 11.74 10.16 10.49 07/18/2018
Morningstar Global Markets Moat Focus 05/11/2017 0.17 2.51 2.51 3.12 12.03 10.17 10.51 07/18/2018
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 0.30 2.85 2.85 5.33 12.72 11.22 11.45 07/18/2018
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 0.40 3.32 3.32 9.33 18.73 12.80 12.76 07/18/2018
Morningstar Global Wide Moat Focus 04/23/2018 0.32 2.62 2.62 4.16 11.59 10.87 11.19 07/18/2018
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.04 0.77 0.77 -0.59 9.55 9.65 5.86 07/18/2018
Morningstar Global Communication Services Moat Focus 03/09/2017 -0.13 1.47 1.47 -3.45 0.82 1.49 5.76 07/18/2018
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 -0.60 0.90 0.90 -1.43 7.58 9.77 9.67 07/18/2018
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.25 1.81 1.81 8.67 17.22 10.72 11.48 07/18/2018
Morningstar Global Energy Moat Focus 03/09/2017 0.43 0.19 0.19 7.42 24.77 6.79 1.11 07/18/2018
Morningstar Global Financial Services Moat Focus 03/09/2017 0.51 0.92 0.92 -4.76 3.85 6.89 8.80 07/18/2018
Morningstar Global Healthcare Moat Focus 03/06/2017 -0.19 4.28 4.28 9.71 9.28 4.11 12.72 07/18/2018
Morningstar Global Industrials Moat Focus 02/06/2017 0.01 1.85 1.85 2.02 15.20 18.41 14.09 07/18/2018
Morningstar Global Real Estate Moat Focus 03/06/2017 -0.03 1.26 1.26 6.73 10.82 8.94 9.24 07/18/2018
Morningstar Global Technology Moat Focus 03/06/2017 0.23 5.29 5.29 16.74 32.34 23.59 20.73 07/18/2018
Morningstar Global Utilities Moat Focus 02/06/2017 -0.38 1.93 1.93 6.68 10.41 14.09 11.97 07/18/2018
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 -0.06 1.26 1.26 2.59 10.82 8.87 9.20 07/18/2018
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 -0.17 4.38 4.38 9.42 9.57 4.95 12.50 07/18/2018
Morningstar Developed Markets Technology Moat Focus 03/27/2017 0.37 5.86 5.86 18.86 31.18 23.39 20.60 07/18/2018
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.36 2.64 2.64 13.74 22.21 10.91 15.31 07/18/2018
Morningstar US Consumer Defensive Moat Focus 04/17/2017 -1.25 0.45 0.45 -0.61 9.03 9.16 12.84 07/18/2018
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 1.50 4.14 4.14 1.43 17.44 14.59 14.33 07/18/2018
Morningstar US Financial Services Moat Focus 04/17/2017 1.57 4.27 4.27 0.33 14.00 13.64 14.31 07/18/2018
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 0.38 6.68 6.68 20.06 30.95 21.87 20.11 07/18/2018
Morningstar US Healthcare Moat Focus 04/17/2017 -0.25 5.33 5.33 10.74 11.68 5.15 13.75 07/18/2018
Morningstar US Industrials Moat Focus 04/27/2017 0.98 3.55 3.55 5.16 20.23 18.61 15.76 07/18/2018
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 0.29 0.90 0.90 5.04 20.59 10.94 7.79 07/18/2018
Morningstar US Technology Moat Focus 04/17/2017 0.49 6.91 6.91 20.32 29.69 22.26 20.25 07/18/2018
Morningstar US Utilities Moat Focus 04/17/2017 -0.44 0.12 0.12 0.99 4.21 13.08 11.57 07/18/2018
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 0.19 1.45 1.45 -1.04 9.76 9.45 7.74 07/18/2018
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.17 1.82 1.82 -3.16 -0.08 1.07 7.12 07/18/2018
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.22 2.05 2.05 9.09 18.27 11.40 12.86 07/18/2018
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 -0.60 0.28 0.28 -0.21 8.11 8.92 10.07 07/18/2018
Morningstar Developed Markets Energy Moat Focus 04/19/2017 0.45 -0.63 -0.63 6.31 24.12 6.80 1.42 07/18/2018
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 0.44 1.25 1.25 -8.24 1.68 7.72 9.47 07/18/2018
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 0.53 1.53 1.53 -4.20 4.93 8.20 9.65 07/18/2018
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.24 2.11 2.11 5.60 19.39 20.57 15.46 07/18/2018
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.25 5.09 5.09 15.33 23.37 16.34 15.35 07/18/2018
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 -0.34 0.81 0.81 1.59 6.54 11.62 10.99 07/18/2018
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 0.53 1.02 1.02 -3.52 6.80 8.18 9.14 07/18/2018
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 0.28 1.09 1.09 2.62 14.88 9.29 2.97 07/18/2018
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 -0.03 0.43 0.43 1.16 11.16 9.00 3.03 07/18/2018
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.06 3.95 3.95 11.13 19.98 14.61 13.97 07/18/2018
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 1.15 1.31 1.31 0.64 -5.27 -5.00 -3.84 07/18/2018
Morningstar Dividend Yield Focus 01/10/2010 -0.17 1.38 1.38 -2.51 7.46 8.39 8.49 07/18/2018
Morningstar Canada Target Dividend 02/06/2012 -0.93 -0.01 -0.01 -5.13 1.26 3.73 -0.04 07/18/2018
Morningstar US Target Dividend 02/06/2012 -0.11 2.08 2.08 0.30 11.81 9.94 10.04 07/18/2018
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 -0.17 1.36 1.36 -3.24 6.27 7.61 8.19 07/18/2018
Morningstar US REIT 11/30/2012 -0.49 -0.78 -0.78 0.41 3.20 6.65 7.38 07/18/2018
Morningstar US Dividend Growth 04/07/2014 0.16 3.32 3.32 3.12 14.64 12.86 12.44 07/18/2018
Morningstar Dividend Yield Focus CAD 01/02/2015 0.08 1.88 1.88 2.86 12.48 9.06 13.84 07/18/2018
Morningstar Australia Dividend Yield Focus 01/15/2016 -0.08 1.67 1.67 0.38 9.71 3.96 6.73 07/19/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 -0.09 0.74 0.74 -0.18 6.45 3.26 3.02 07/18/2018
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.08 1.58 1.58 -3.38 2.07 6.45 6.24 07/18/2018
Morningstar Global ex-US Dividend Growth 12/21/2015 0.13 1.45 1.45 -2.02 5.30 4.88 6.56 07/18/2018
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.05 1.27 1.27 -3.95 2.98 6.74 6.64 07/18/2018
Morningstar Australia REIT 09/14/2016 0.03 1.21 1.21 -1.32 7.73 8.97 6.69 07/18/2018
Morningstar Canada REIT 09/14/2016 -0.86 0.37 0.37 0.66 8.55 7.30 3.14 07/18/2018
Morningstar Developed Markets REIT 09/14/2016 -0.35 -0.48 -0.48 0.92 5.35 6.49 7.29 07/18/2018
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.01 0.24 0.24 0.40 8.84 5.53 6.47 07/18/2018
Morningstar Emerging Markets REIT 09/14/2016 -0.03 1.18 1.18 -17.72 -13.91 -2.88 -2.27 07/18/2018
Morningstar Global Markets REIT 09/14/2016 -0.34 -0.44 -0.44 0.40 4.81 6.25 7.01 07/18/2018
Morningstar Global Markets ex-US REIT 09/14/2016 -0.02 0.31 0.31 -1.21 6.76 4.83 5.71 07/18/2018
Morningstar Japan REIT 09/14/2016 0.17 -0.91 -0.91 9.20 12.95 7.67 6.14 07/18/2018
Morningstar Singapore REIT 09/14/2016 0.35 2.99 2.99 -4.64 7.31 8.20 6.74 07/18/2018
Morningstar UK REIT 09/14/2016 -0.12 -1.47 -1.47 -2.46 8.48 -5.66 4.79 07/18/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -0.09 0.61 0.61 -1.37 4.53 2.10 2.22 07/18/2018
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.09 1.59 1.59 0.35 9.99 10.57 11.09 07/18/2018
Morningstar Global Markets ex-Japan REIT 04/25/2017 -0.38 -0.40 -0.40 -0.21 4.25 6.17 7.09 07/18/2018
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 -0.10 1.28 1.28 -3.04 4.06 6.19 7.40 07/18/2018
Morningstar Singapore REIT Yield Focus 09/25/2017 -0.04 2.41 2.41 -4.97 7.00 7.37 6.48 07/19/2018
Morningstar US Dividend and Buyback 09/25/2017 0.20 3.37 3.37 2.95 12.93 10.92 12.13 07/18/2018
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 -0.15 1.40 1.40 -2.52 7.45 8.38 8.70 07/18/2018
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.09 1.26 1.26 1.25 7.60 6.49 5.65 07/18/2018
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.17 1.71 1.71 0.71 7.52 6.12 4.74 07/18/2018
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.19 1.58 1.58 -0.28 5.94 4.29 3.97 07/18/2018
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 -0.55 0.53 0.53 -7.03 -1.79 4.82 1.19 07/18/2018
Morningstar China Dividend Yield Focus GR USD 11/28/2017 0.22 0.25 0.25 0.35 11.29 4.48 6.59 07/18/2018
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 0.13 0.62 0.62 -0.43 5.73 5.23 6.24 07/18/2018
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.05 0.73 0.73 1.46 8.18 7.25 5.72 07/18/2018
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.03 1.82 1.82 -1.19 6.37 6.04 4.59 07/18/2018
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 0.00 1.86 1.86 -4.31 -4.16 0.44 2.88 07/18/2018
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.09 1.66 1.66 -3.16 3.27 5.40 5.46 07/18/2018
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 0.18 1.74 1.74 -4.87 -1.29 3.63 3.60 07/18/2018
Morningstar Emerging Markets Asia Dividend Yield Focus GR USD 11/29/2017 0.47 1.81 1.81 1.48 7.59 5.00 3.84 07/18/2018
Morningstar Emerging Markets Dividend Yield Focus GR USD 11/29/2017 0.28 2.36 2.36 -3.47 4.52 3.32 1.86 07/18/2018
Morningstar Europe Dividend Yield Focus GR USD 11/29/2017 0.04 1.97 1.97 -4.37 -2.98 1.52 3.43 07/18/2018
Morningstar Eurozone Dividend Yield Focus GR USD 11/30/2017 -0.11 2.42 2.42 -1.03 2.56 5.43 8.02 07/18/2018
Morningstar Global Markets Dividend Yield Focus GR USD 11/30/2017 0.08 1.57 1.57 -3.72 2.12 4.61 4.81 07/18/2018
Morningstar Global ex-Japan Dividend Yield Focus GR USD 11/30/2017 0.10 1.63 1.63 -3.76 2.16 4.62 4.71 07/18/2018
Morningstar Global Markets ex-US Dividend Yield Focus GR USD 11/30/2017 0.19 1.77 1.77 -4.25 0.78 3.33 3.70 07/18/2018
Morningstar Germany Dividend Yield Focus GR USD 11/30/2017 0.47 2.44 2.44 -3.67 6.95 10.26 9.07 07/18/2018
Morningstar Hong Kong Dividend Yield Focus GR USD 11/30/2017 -0.17 0.78 0.78 -0.17 10.23 7.61 9.79 07/18/2018
Morningstar India Dividend Yield Focus GR USD 11/30/2017 -0.18 1.87 1.87 0.53 7.79 5.74 9.35 07/18/2018
Morningstar Japan Dividend Yield Focus GR USD 11/30/2017 0.25 -0.48 -0.48 3.07 11.25 11.98 12.68 07/18/2018
Morningstar Korea Dividend Yield Focus GR USD 11/30/2017 -1.23 -1.21 -1.21 -4.83 5.68 1.90 7.64 07/18/2018
Morningstar Nordic Dividend Yield Focus GR USD 11/30/2017 -0.75 0.84 0.84 -2.22 -2.00 4.80 5.92 07/18/2018
Morningstar UK Dividend Yield Focus GR USD 11/30/2017 -0.25 -0.07 -0.07 -3.18 -1.02 -1.35 1.55 07/18/2018
Morningstar US Dividend Valuation 04/23/2018 -0.12 2.63 2.63 2.32 14.82 13.52 11.95 07/18/2018
Morningstar Dividend Leaders 05/03/2006 -0.17 1.25 1.25 -1.85 7.03 11.42 10.36 07/18/2018
Morningstar Dividend Composite 05/03/2006 0.09 2.68 2.68 0.64 10.57 11.53 11.38 07/18/2018
Factor-Based