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 -0.09 2.93 2.93 9.04 5.25 11.26 12.66 07/31/2016
Morningstar Ultimate Stock-Pickers Target Volatility 7 03/29/2006 -0.05 0.89 0.89 0.99 -2.66 2.47 2.86 07/31/2016
Morningstar Ultimate Stock-Pickers Target Volatility 10 03/29/2006 -0.07 1.31 1.31 1.64 -3.42 3.91 4.48 07/31/2016
Morningstar Wide Moat Focus Target Volatility 5 12/26/2002 -0.08 1.07 1.07 3.10 0.15 2.63 3.27 07/31/2016
Morningstar Wide Moat Focus Target Volatility 20 12/26/2002 -0.31 4.40 4.40 12.54 -0.25 9.10 12.46 07/31/2016
Morningstar Global ex-US Moat Focus 09/17/2004 0.89 4.82 4.82 2.22 -6.28 -0.82 1.08 07/31/2016
Morningstar Wide Moat Focus 09/30/2002 -0.28 5.62 5.62 19.11 12.64 11.62 15.61 07/31/2016
Morningstar Wide Moat Composite 09/20/2002 0.19 3.71 3.71 7.90 8.22 12.20 14.82 07/31/2016
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 1.13 2.29 2.29 24.15 -9.60 -5.23 4.06 07/31/2016
Morningstar Dividend Yield Focus 06/17/2005 0.26 0.75 0.75 14.76 15.19 10.50 14.31 07/31/2016
Morningstar Canada Target Dividend 12/31/2001 1.53 2.06 2.06 21.22 0.40 -3.93 -2.39 07/31/2016
Morningstar US Target Dividend 12/31/2001 0.27 3.67 3.67 13.83 12.94 10.52 12.30 07/31/2016
Morningstar Dividend Yield Focus - CAD Hedged 06/17/2005 0.24 0.75 0.75 14.37 14.45 10.54 14.56 07/31/2016
Morningstar US REIT 06/30/1997 1.09 3.84 3.84 18.15 21.53 14.32 13.30 07/31/2016
Morningstar US Dividend Growth 12/19/2003 0.12 3.00 3.00 10.71 9.42 10.80 13.55 07/31/2016
Morningstar Dividend Yield Focus CAD 06/17/2005 -0.87 1.17 1.17 7.73 15.46 19.61 21.68 07/31/2016
Morningstar Australia Dividend Yield Focus 12/21/2007 0.37 6.52 6.52 9.05 0.14 7.06 13.12 07/31/2016
Morningstar Dividend Yield Focus Target Volatility 5 09/14/2005 0.13 0.22 0.22 4.58 2.16 2.35 3.99 07/31/2016
Morningstar Developed Markets Dividend Yield Focus 12/16/2005 0.79 1.69 1.69 14.47 8.41 6.45 8.64 07/31/2016
Morningstar Global ex-US Dividend Growth 12/17/2004 1.27 3.83 3.83 4.00 -2.48 4.96 6.00 07/31/2016
Morningstar Developed Markets Large Cap Dividend Leaders 12/16/2005 1.42 4.65 4.65 7.65 2.46 4.92 7.78 07/31/2016
Morningstar Dividend Leaders 06/30/1997 0.58 3.20 3.20 18.75 23.47 13.18 15.59 07/31/2016
Morningstar Dividend Composite 06/30/1997 0.17 3.09 3.09 11.94 11.46 10.99 13.67 07/31/2016
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 0.17 4.67 4.67 8.00 3.72 9.21 12.24 07/31/2016
Morningstar Canada Target Value 12/29/2000 -0.44 3.73 3.73 9.72 -3.02 3.82 7.43 07/31/2016
Morningstar Canada Target Momentum 12/29/2000 1.39 4.11 4.11 15.47 -3.49 1.84 3.57 07/31/2016
Morningstar Developed Markets ex-US Factor Tilt 12/21/2001 2.04 5.81 5.81 2.32 -5.04 2.87 3.48 07/31/2016
Morningstar Emerging Markets Factor Tilt 12/21/2001 -0.01 5.54 5.54 12.05 1.20 1.05 -1.91 07/31/2016
Morningstar US Target Momentum 12/21/2001 -0.03 3.87 3.87 1.96 -7.28 8.50 11.51 07/31/2016
Morningstar US Target Value 12/21/2001 0.11 1.53 1.53 6.87 -2.13 9.36 17.26 07/31/2016
Morningstar Developed Markets ex-North America Target Momentum 12/15/2000 2.09 5.22 5.22 2.43 3.78 12.13 11.11 07/31/2016
Morningstar Emerging Markets Target Momentum 12/15/2000 0.13 5.62 5.62 8.74 -0.30 7.43 6.98 07/31/2016
Morningstar Developed Markets ex-North America Target Value 12/15/2000 2.11 8.05 8.05 0.46 -5.24 2.74 4.91 07/31/2016
Morningstar Emerging Markets Target Value 12/15/2000 0.20 6.27 6.27 11.34 0.03 5.62 0.62 07/31/2016
Morningstar Emerging Markets Equal Country Weighted 12/31/2003 0.62 4.85 4.85 18.80 1.84 -1.31 -2.43 07/31/2016
Morningstar Developed Markets ex-US Factor Tilt Hedged 12/17/2010 0.66 5.59 5.59 -2.05 -7.75 6.66 7.98 07/31/2016
Morningstar Emerging Markets Factor Tilt Hedged 12/17/2010 -0.42 4.70 4.70 7.40 0.81 3.55 1.48 07/31/2016
Morningstar Brazil Target Momentum 06/15/2007 2.68 7.69 7.69 46.93 15.44 -5.48 -5.63 07/31/2016
Morningstar North America 100 Equal Weight 06/18/2004 0.10 3.37 3.37 6.41 3.07 10.22 12.12 07/31/2016
Morningstar Australia Moat Focus 06/20/2008 0.43 6.86 6.86 8.91 9.97 11.53 14.66 07/31/2016
Morningstar Exponential Technologies Moat Focus 12/20/2013 0.24 7.38 7.38 6.85 3.57 0.00 0.00 07/31/2016
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 1.21 8.45 8.45 11.73 5.78 0.98 0.52 07/31/2016
Morningstar Austria NR 12/31/1998 0.98 7.27 7.27 -2.01 -6.73 -4.19 -5.32 07/31/2016
Morningstar Belgium NR 06/30/1998 3.66 1.88 1.88 1.50 2.58 9.20 10.50 07/31/2016
Morningstar Brazil NR 06/30/1998 2.52 10.19 10.19 60.49 17.56 -6.22 -10.61 07/31/2016
Morningstar Canada NR 06/30/1998 1.36 3.46 3.46 20.85 2.39 -0.70 -1.85 07/31/2016
Morningstar Chile NR 06/30/1998 1.09 3.58 3.58 19.68 8.42 -5.29 -7.87 07/31/2016
Morningstar China NR 06/16/2000 -1.56 3.26 3.26 -0.85 -9.24 3.44 0.62 07/31/2016
Morningstar Colombia NR 12/20/2002 -0.36 -5.57 -5.57 17.65 -5.50 -18.40 -9.54 07/31/2016
Morningstar Czech Republic NR 12/20/2002 -0.77 7.67 7.67 7.45 -10.10 -0.95 -8.90 07/31/2016
Morningstar Denmark NR 06/30/1998 1.08 4.49 4.49 2.90 2.27 16.99 14.67 07/31/2016
Morningstar Egypt NR 12/20/2002 0.00 17.44 17.44 8.16 -7.51 7.40 2.33 07/31/2016
Morningstar Finland NR 06/30/1998 0.58 6.15 6.15 2.56 0.80 9.32 5.16 07/31/2016
Morningstar France NR 06/30/1998 1.23 5.24 5.24 0.63 -7.98 1.18 2.54 07/31/2016
Morningstar Germany NR 06/30/1998 1.55 7.61 7.61 -0.43 -6.33 1.99 2.77 07/31/2016
Morningstar Greece NR 12/31/1998 3.33 6.53 6.53 -7.26 -40.47 -25.57 -25.21 07/31/2016
Morningstar Hong Kong NR 06/30/1998 -1.21 6.21 6.21 4.93 -3.65 5.00 4.83 07/31/2016
Morningstar Hungary NR 06/30/1998 1.29 7.77 7.77 22.32 23.94 6.41 -2.42 07/31/2016
Morningstar India NR 06/30/1998 0.08 6.03 6.03 6.92 -1.59 14.43 2.65 07/31/2016
Morningstar Indonesia NR 06/30/1998 -0.92 6.30 6.30 24.15 18.52 -1.93 -3.17 07/31/2016
Morningstar Ireland NR 06/30/1998 2.05 4.63 4.63 -8.94 -7.37 9.37 12.33 07/31/2016
Morningstar Israel NR 12/20/2002 0.42 7.66 7.66 -6.49 -13.77 8.21 2.30 07/31/2016
Morningstar Italy NR 06/30/1998 2.90 5.02 5.02 -18.04 -25.50 -1.65 -3.10 07/31/2016
Morningstar Japan NR 06/30/1998 3.47 6.28 6.28 1.78 -1.49 5.65 5.38 07/31/2016
Morningstar Korea NR 06/30/1998 0.38 5.72 5.72 9.93 8.26 2.33 -1.61 07/31/2016
Morningstar Malaysia NR 06/30/1998 -0.89 -0.32 -0.32 5.94 -5.07 -7.02 -2.49 07/31/2016
Morningstar Mexico NR 06/30/1998 0.52 -0.02 -0.02 0.22 -9.32 -6.21 -1.65 07/31/2016
Morningstar Netherlands NR 06/30/1998 1.56 5.59 5.59 5.90 -4.23 5.05 5.30 07/31/2016
Morningstar New Zealand NR 06/30/1998 2.68 7.95 7.95 23.36 33.75 13.44 12.16 07/31/2016
Morningstar Norway NR 06/30/1998 1.05 0.95 0.95 7.77 -7.48 -7.66 -3.57 07/31/2016
Morningstar Peru NR 06/30/1998 0.09 5.80 5.80 63.50 22.41 2.01 -2.98 07/31/2016
Morningstar Philippines NR 06/30/1998 -0.76 2.32 2.32 17.37 5.21 4.88 11.12 07/31/2016
Morningstar Poland NR 06/30/1998 -0.36 4.62 4.62 -0.64 -17.99 -8.35 -7.95 07/31/2016
Morningstar Portugal NR 12/31/1998 2.57 7.08 7.08 -1.47 -8.22 -5.95 -7.08 07/31/2016
Morningstar Russia NR 12/31/1998 0.23 1.37 1.37 24.52 9.05 -8.02 -11.28 07/31/2016
Morningstar Singapore NR 06/30/1998 -0.52 0.98 0.98 8.61 -3.79 -2.42 -0.78 07/31/2016
Morningstar South Africa NR 06/30/1998 1.63 9.14 9.14 27.99 -0.65 3.26 0.33 07/31/2016
Morningstar Spain NR 12/31/1998 2.28 6.36 6.36 -4.52 -19.87 -2.66 -3.02 07/31/2016
Morningstar Sweden NR 06/30/1998 1.63 4.38 4.38 -1.00 -5.90 0.10 3.65 07/31/2016
Morningstar Switzerland NR 06/30/1998 1.97 2.63 2.63 -0.46 -9.26 3.26 5.14 07/31/2016
Morningstar Taiwan NR 06/30/1998 -0.89 6.27 6.27 13.04 4.86 4.40 2.04 07/31/2016
Morningstar Thailand NR 06/30/1998 0.06 7.34 7.34 26.65 10.41 1.17 4.26 07/31/2016
Morningstar Turkey NR 06/30/1998 1.08 -5.45 -5.45 6.03 -9.94 -10.22 -5.00 07/31/2016
Morningstar UK NR 06/30/1998 1.22 3.12 3.12 -1.74 -11.50 0.18 3.10 07/31/2016
Morningstar Qatar NR USD 06/22/2015 0.00 7.58 7.58 7.63 -5.16 0.00 0.00 07/31/2016
Morningstar United Arab Emirates NR USD 06/22/2015 0.00 5.21 5.21 9.65 -15.21 0.00 0.00 07/31/2016
Morningstar US Market 12/31/1991 0.19 3.93 3.93 7.78 4.69 10.71 13.07 07/31/2016
Developed Markets
Morningstar Developed Markets ex-US 06/19/1998 1.86 5.07 5.07 2.65 -5.02 2.84 3.47 07/31/2016
Morningstar Developed Asia Pacific ex-Japan NR 06/30/1998 0.39 6.83 6.83 9.79 2.46 1.82 1.62 07/31/2016
Morningstar Developed Americas NR 06/30/1998 0.26 3.87 3.87 8.07 3.94 9.45 11.28 07/31/2016
Morningstar Developed Asia Pacific NR 06/30/1998 2.48 6.46 6.46 4.20 -0.25 4.37 4.08 07/31/2016
Morningstar Developed Europe ex-UK NR 06/30/1998 1.71 4.99 4.99 -0.89 -8.57 2.17 3.05 07/31/2016
Morningstar Developed Europe NR 06/30/1998 1.56 4.41 4.41 -1.15 -9.48 1.55 3.12 07/31/2016
Morningstar Developed Markets NR 06/30/1998 0.88 4.38 4.38 5.19 -0.14 6.88 8.10 07/31/2016
Morningstar Dev Mkts ex-NA NR 06/30/1998 1.90 5.21 5.21 0.71 -6.70 2.49 3.38 07/31/2016
Morningstar Developed Markets Large Cap 06/30/1998 0.85 4.08 4.08 4.50 -0.64 6.84 8.30 07/31/2016
Morningstar Developed Markets Large-Mid Cap 06/30/1998 0.88 4.25 4.25 5.25 0.09 7.22 8.56 07/31/2016
Emerging Markets
Morningstar Emerging Markets 06/19/1998 -0.09 5.07 5.07 12.24 0.83 0.98 -1.71 07/31/2016
Morningstar Emerging Americas NR 06/30/1998 1.57 5.36 5.36 30.69 6.19 -6.78 -8.22 07/31/2016
Morningstar Emerging Asia NR 06/30/1998 -0.61 4.87 4.87 7.55 0.23 3.55 0.50 07/31/2016
Morningstar Emerging Europe NR 06/30/1998 0.47 1.17 1.17 14.20 -1.48 -8.19 -9.65 07/31/2016
Regional Markets
Morningstar Global Markets 06/30/1998 0.78 4.47 4.47 6.26 0.51 6.66 7.36 07/31/2016
Morningstar National Bank Quebec 10/16/2006 -0.47 4.72 4.72 8.52 2.95 15.29 13.29 07/31/2016
Morningstar Global Markets ex-US 06/19/1998 0.78 4.47 4.47 6.26 0.51 4.22 3.32 07/31/2016
Morningstar Asia ex-Japan NR 06/30/1998 -0.68 4.79 4.79 7.30 -0.52 3.28 0.92 07/31/2016
Morningstar Asia NR 06/30/1998 1.33 5.52 5.52 4.50 -0.98 4.48 3.02 07/31/2016
Morningstar Asia Pacific ex-Japan NR 06/30/1998 -0.26 5.56 5.56 8.34 0.99 2.85 0.95 07/31/2016
Morningstar Asia Pacific NR 06/30/1998 1.33 5.87 5.87 5.40 -0.08 4.08 2.75 07/31/2016
Morningstar Middle East & Africa NR 06/30/1998 1.21 8.73 8.73 22.90 -2.68 3.07 0.07 07/31/2016
Morningstar Europe NR 06/30/1998 1.52 4.31 4.31 -0.74 -9.25 1.18 2.55 07/31/2016
Morningstar Eurozone NR 06/30/1998 1.70 5.92 5.92 -1.47 -9.33 1.65 2.03 07/31/2016
Morningstar Nordic NR 06/30/1998 1.25 4.33 4.33 1.46 -2.94 4.04 5.21 07/31/2016
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 1.13 2.25 2.25 0.52 -11.05 -0.84 1.86 07/31/2016
Morningstar UK Mid Cap Index NR 06/30/1998 1.53 5.63 5.63 -6.94 -11.41 3.53 7.05 07/31/2016
Morningstar UK Small Cap Index NR 06/30/1998 1.25 6.43 6.43 -10.63 -19.00 0.70 6.80 07/31/2016
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 -0.46 5.52 5.52 15.39 10.76 8.14 5.35 07/31/2016
Morningstar Consumer Cyclical Sector 12/31/1991 0.12 5.26 5.26 4.58 1.31 11.12 16.03 07/31/2016
Morningstar Financial Services Sector 12/31/1991 -0.51 3.66 3.66 -2.05 -7.07 6.43 12.56 07/31/2016
Morningstar Real Estate Sector 12/31/1991 1.14 4.12 4.12 16.83 19.28 13.89 12.21 07/31/2016
Morningstar Cyclical Super Sector 12/31/1991 -0.07 4.47 4.47 3.96 0.30 9.10 12.97 07/31/2016
Defensive
Morningstar Consumer Defensive Sector 12/31/1991 0.58 0.09 0.09 11.19 12.75 13.20 15.38 07/31/2016
Morningstar Healthcare Sector 12/31/1991 0.34 5.16 5.16 4.45 -2.39 15.59 19.60 07/31/2016
Morningstar Utilities Sector 12/31/1991 0.63 -0.80 -0.80 22.19 23.37 13.55 13.76 07/31/2016
Morningstar Defensive Super Sector 12/31/1991 0.46 2.59 2.59 8.74 5.27 14.34 17.08 07/31/2016
Sensitive
Morningstar Communication Services Sector 12/31/1991 0.51 2.79 2.79 16.37 13.61 12.07 15.67 07/31/2016