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 0.45 -2.40 -8.64 -7.56 -7.85 3.68 6.18 12/11/2018
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.25 -4.77 -8.48 2.45 3.32 13.24 10.05 12/11/2018
Morningstar Canada Moat Focus 04/27/2017 -0.48 -4.82 -8.16 -9.19 -7.44 9.98 1.23 12/11/2018
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 0.69 -2.22 -6.47 -10.56 -8.15 7.39 1.79 12/11/2018
Morningstar Developed Markets Europe Moat Focus 04/27/2017 1.21 -4.61 -11.47 -13.32 -12.10 3.59 0.94 12/11/2018
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 0.48 -4.37 -9.88 -11.77 -10.47 6.47 0.79 12/11/2018
Morningstar Developed Markets Moat Select 04/27/2017 0.10 -4.68 -10.23 -5.65 -4.49 10.47 7.23 12/11/2018
Morningstar Emerging Markets Moat Focus 05/11/2017 0.36 -2.00 -8.09 -9.54 -6.88 7.55 1.68 12/11/2018
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.07 -4.44 -10.01 -5.80 -4.82 10.25 7.21 12/11/2018
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.19 -4.34 -9.69 -5.96 -4.79 10.11 6.87 12/11/2018
Morningstar Global Markets Moat Focus 05/11/2017 0.11 -4.50 -9.96 -6.17 -5.13 10.03 6.78 12/11/2018
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 0.17 -4.69 -8.15 0.68 1.61 12.45 9.47 12/11/2018
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 0.18 -4.76 -10.06 2.39 3.11 13.40 10.32 12/11/2018
Morningstar Global Wide Moat Focus 04/23/2018 0.19 -4.28 -7.37 -0.90 0.04 11.86 9.16 12/11/2018
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 -0.39 -5.65 -14.74 -15.67 -14.61 8.28 1.60 12/11/2018
Morningstar Global Communication Services Moat Focus 03/09/2017 0.98 -1.08 -0.78 -0.90 -1.05 6.62 4.72 12/11/2018
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.98 -1.92 -0.42 -1.94 -0.93 8.97 8.73 12/11/2018
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.26 -3.32 -7.63 -0.03 1.75 11.54 6.36 12/11/2018
Morningstar Global Energy Moat Focus 03/09/2017 0.18 -4.88 -14.90 -6.58 -3.11 8.29 -3.15 12/11/2018
Morningstar Global Financial Services Moat Focus 03/09/2017 -0.48 -7.47 -13.48 -17.95 -16.31 6.80 3.62 12/11/2018
Morningstar Global Healthcare Moat Focus 03/06/2017 0.11 -4.46 -7.04 8.21 8.78 7.92 11.01 12/11/2018
Morningstar Global Industrials Moat Focus 02/06/2017 0.12 -5.88 -15.03 -9.95 -8.14 15.61 9.23 12/11/2018
Morningstar Global Real Estate Moat Focus 03/06/2017 0.56 0.44 -1.15 1.27 2.69 9.53 9.66 12/11/2018
Morningstar Global Technology Moat Focus 03/06/2017 0.15 -4.26 -10.37 4.17 4.82 19.23 16.12 12/11/2018
Morningstar Global Utilities Moat Focus 02/06/2017 0.67 1.56 5.76 10.42 7.15 15.10 12.30 12/11/2018
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.51 0.41 -1.16 1.32 2.71 9.53 9.73 12/11/2018
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 0.14 -4.50 -6.81 8.97 9.50 8.66 10.99 12/11/2018
Morningstar Developed Markets Technology Moat Focus 03/27/2017 0.11 -4.30 -10.27 7.12 7.15 19.40 16.49 12/11/2018
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.00 -3.66 -6.80 7.45 8.28 11.75 11.22 12/11/2018
Morningstar US Consumer Defensive Moat Focus 04/17/2017 1.07 -1.89 1.86 4.45 6.01 10.00 13.03 12/11/2018
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 -0.78 -8.21 -12.93 -14.11 -13.07 10.92 9.29 12/11/2018
Morningstar US Financial Services Moat Focus 04/17/2017 -0.90 -8.82 -13.95 -16.06 -15.10 9.75 8.70 12/11/2018
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 0.19 -3.64 -9.36 10.31 10.12 17.99 16.91 12/11/2018
Morningstar US Healthcare Moat Focus 04/17/2017 0.22 -4.32 -7.24 10.62 10.53 9.77 12.55 12/11/2018
Morningstar US Industrials Moat Focus 04/27/2017 -0.33 -6.59 -15.05 -2.97 -1.22 17.86 11.44 12/11/2018
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 -0.51 -5.38 -16.08 -11.29 -9.64 7.90 2.75 12/11/2018
Morningstar US Technology Moat Focus 04/17/2017 0.13 -3.53 -8.66 12.00 11.72 19.57 17.20 12/11/2018
Morningstar US Utilities Moat Focus 04/17/2017 0.37 2.21 9.88 13.35 7.92 16.47 15.09 12/11/2018
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 -0.35 -6.15 -15.91 -17.55 -16.39 6.28 3.08 12/11/2018
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 1.10 -0.76 0.09 -0.89 -1.30 4.70 5.73 12/11/2018
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.37 -3.62 -8.73 -1.27 0.51 11.90 7.60 12/11/2018
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 1.01 -1.76 0.57 0.66 1.79 9.41 9.33 12/11/2018
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -0.05 -5.02 -16.13 -9.39 -5.75 7.20 -3.09 12/11/2018
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 -0.37 -6.85 -12.51 -20.43 -18.51 6.54 4.75 12/11/2018
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 -0.43 -7.56 -13.74 -17.83 -16.43 6.96 4.43 12/11/2018
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.01 -6.23 -15.48 -7.58 -6.07 17.75 10.39 12/11/2018
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.45 -3.42 -8.12 7.76 7.98 14.69 12.19 12/11/2018
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 0.52 1.65 6.04 8.98 5.37 13.92 12.27 12/11/2018
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 -0.37 -5.70 -10.33 -13.55 -11.79 9.18 4.96 12/11/2018
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 -0.26 -5.04 -13.89 -10.59 -9.22 10.15 -1.19 12/11/2018
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 0.02 -5.05 -13.80 -12.37 -10.82 10.79 -1.65 12/11/2018
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.61 -2.99 -7.19 4.67 5.56 14.55 11.38 12/11/2018
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 0.15 -2.92 -11.74 -6.51 -4.66 7.91 -5.04 12/11/2018
Morningstar Dividend Yield Focus 01/10/2010 0.27 -2.65 -0.54 2.85 4.19 11.55 9.23 12/11/2018
Morningstar Canada Target Dividend 02/06/2012 -0.44 -4.40 -9.30 -15.03 -13.18 7.21 -2.78 12/11/2018
Morningstar US Target Dividend 02/06/2012 0.04 -4.34 -4.97 -3.24 -2.38 10.25 8.40 12/11/2018
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.27 -2.70 -0.67 1.74 2.95 10.77 8.79 12/11/2018
Morningstar US REIT 11/30/2012 0.06 -0.19 2.09 4.25 4.48 8.26 10.26 12/11/2018
Morningstar US Dividend Growth 04/07/2014 -0.11 -4.76 -6.36 1.69 2.26 13.67 11.06 12/11/2018
Morningstar Dividend Yield Focus CAD 01/02/2015 0.41 -1.75 3.22 10.12 8.75 10.75 14.47 12/11/2018
Morningstar Australia Dividend Yield Focus 01/15/2016 -0.14 -4.04 -11.72 -11.68 -11.19 3.99 3.28 12/11/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 0.09 -0.92 -1.56 1.73 2.58 5.22 3.29 12/11/2018
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.54 -3.12 -4.07 -5.89 -4.29 8.63 4.56 12/11/2018
Morningstar Global ex-US Dividend Growth 12/21/2015 0.44 -3.76 -11.23 -12.09 -10.20 4.32 3.45 12/11/2018
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.45 -3.90 -8.78 -9.83 -8.37 7.45 4.05 12/11/2018
Morningstar Australia REIT 09/14/2016 0.63 2.46 0.98 -1.28 2.92 10.02 7.86 12/11/2018
Morningstar Canada REIT 09/14/2016 -0.17 -0.71 -3.52 1.88 5.44 13.42 4.42 12/11/2018
Morningstar Developed Markets REIT 08/06/2018 0.06 -0.30 0.36 1.59 2.64 7.28 8.94 12/11/2018
Morningstar Developed Markets ex-US REIT 09/14/2016 0.09 -0.53 -3.67 -4.68 -1.85 5.30 5.31 12/11/2018
Morningstar Emerging Markets REIT 09/14/2016 0.49 -2.45 -6.95 -27.34 -19.04 2.09 -2.97 12/11/2018
Morningstar Global Markets REIT 09/14/2016 0.08 -0.34 0.24 0.80 2.11 7.17 8.61 12/11/2018
Morningstar Global Markets ex-US REIT 09/14/2016 0.11 -0.66 -3.90 -6.69 -3.26 5.03 4.61 12/11/2018
Morningstar Japan REIT 09/14/2016 -0.55 -1.17 1.75 11.39 12.19 7.96 5.90 12/11/2018
Morningstar Singapore REIT 09/14/2016 0.46 0.29 -1.64 -5.21 -2.48 12.39 7.63 12/11/2018
Morningstar UK REIT 09/14/2016 0.31 -2.90 -10.90 -17.79 -12.04 -8.00 -0.16 12/11/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 0.09 -1.00 -2.07 -0.46 0.28 3.75 2.31 12/11/2018
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.02 -2.94 -2.63 0.30 0.32 11.11 10.95 12/11/2018
Morningstar Global Markets ex-Japan REIT 04/25/2017 0.13 -0.27 0.12 0.07 1.40 7.13 8.82 12/11/2018
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 0.53 -2.95 -4.13 -5.53 -4.67 8.76 6.08 12/11/2018
Morningstar Singapore REIT Yield Focus 09/25/2017 0.37 0.07 -1.18 -5.67 -3.09 12.07 7.19 12/11/2018
Morningstar US Dividend and Buyback 09/25/2017 -0.17 -5.11 -8.71 -1.77 -1.09 11.31 9.73 12/11/2018
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 0.25 -2.72 -0.79 2.42 3.75 11.32 9.34 12/11/2018
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.12 -2.62 -8.02 -5.23 -3.04 8.69 3.53 12/11/2018
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.05 -2.34 -7.43 -5.36 -2.41 8.96 2.79 12/11/2018
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.05 -1.08 -7.32 -4.10 -1.57 8.96 3.10 12/11/2018
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 -0.31 -3.81 -7.15 -11.85 -9.60 9.97 -0.97 12/11/2018
Morningstar China Dividend Yield Focus GR USD 11/28/2017 0.05 -2.01 -6.14 -5.73 -2.38 6.99 3.00 12/11/2018
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 -0.05 -1.89 -8.22 -5.78 -4.55 7.90 4.30 12/11/2018
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.21 -2.93 -8.20 -7.35 -6.81 6.89 3.06 12/11/2018
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.26 -2.21 -6.14 -7.79 -5.43 7.75 2.65 12/11/2018
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 1.05 -2.76 -7.76 -11.22 -10.19 1.05 -0.27 12/11/2018
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.55 -3.21 -3.98 -5.47 -3.86 7.76 3.91 12/11/2018
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 0.63