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 0.39 0.81 3.03 6.90 6.66 7.98 13.56 06/22/2017
Morningstar Developed Markets Wide Moat Focus 04/28/2017 -0.01 0.61 4.41 12.83 19.86 7.95 14.45 06/21/2017
Morningstar Canada Moat Focus 04/27/2017 -0.16 1.26 0.40 3.39 8.84 -2.54 6.25 06/21/2017
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 -1.63 0.35 3.46 15.96 15.06 -1.14 7.93 06/21/2017
Morningstar Developed Markets Europe Moat Focus 04/27/2017 0.00 -0.48 9.35 18.31 17.47 0.48 10.16 06/21/2017
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.72 0.13 6.85 18.40 20.13 -2.16 8.33 06/21/2017
Morningstar Developed Markets Moat Select 04/27/2017 -0.10 1.17 5.72 14.96 22.12 5.59 14.47 06/21/2017
Morningstar Emerging Markets Moat Focus 05/11/2017 -0.32 -0.60 2.49 16.69 20.71 -0.21 5.28 06/21/2017
Morningstar Global ex-Australia Moat Focus 05/11/2017 0.02 1.20 5.67 14.56 21.87 5.98 14.17 06/21/2017
Morningstar Global ex-Japan Moat Focus 05/11/2017 -0.15 1.24 5.20 14.03 21.14 5.62 13.81 06/21/2017
Morningstar Global Markets Moat Focus 05/11/2017 -0.14 1.24 5.22 14.16 20.96 5.50 13.66 06/21/2017
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 -0.62 0.55 5.55 15.01 17.72 0.76 7.18 06/21/2017
Morningstar Global Communication Services Moat Focus 03/09/2017 -0.23 -1.58 3.53 8.98 5.74 1.84 10.20 06/21/2017
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 -0.41 -0.10 7.53 17.92 10.65 9.66 13.61 06/21/2017
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 -0.02 0.78 6.80 18.70 23.13 5.84 16.26 06/21/2017
Morningstar Global Energy Moat Focus 03/09/2017 -1.25 -2.05 -7.67 -13.61 -3.88 -15.54 -0.77 06/21/2017
Morningstar Global Financial Services Moat Focus 03/09/2017 -1.37 0.73 1.99 10.84 30.42 5.72 13.52 06/21/2017
Morningstar Global Healthcare Moat Focus 03/06/2017 1.28 4.61 7.51 18.30 18.37 11.03 18.39 06/21/2017
Morningstar Global Industrials Moat Focus 02/06/2017 -0.24 1.22 7.39 15.53 28.67 11.16 16.94 06/21/2017
Morningstar Global Real Estate Moat Focus 03/06/2017 -0.99 1.28 2.92 11.30 6.50 6.89 10.41 06/21/2017
Morningstar Global Technology Moat Focus 03/06/2017 1.57 1.01 11.12 26.29 30.66 14.81 20.00 06/21/2017
Morningstar Global Utilities Moat Focus 02/06/2017 -0.45 0.62 4.19 13.08 11.23 7.92 11.93 06/21/2017
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 -1.00 1.27 2.91 11.26 6.45 6.95 10.31 06/21/2017
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 1.27 4.61 7.87 19.19 19.39 10.95 17.97 06/21/2017
Morningstar Developed Markets Technology Moat Focus 03/27/2017 1.47 1.49 9.63 23.65 31.57 14.23 20.28 06/21/2017
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.30 0.06 1.19 11.35 13.34 10.41 18.86 06/21/2017
Morningstar US Consumer Defensive Moat Focus 04/17/2017 -0.45 -1.34 3.21 9.40 5.16 12.90 16.90 06/21/2017
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 -0.42 3.83 4.16 6.54 30.58 10.89 18.87 06/21/2017
Morningstar US Financial Services Moat Focus 04/17/2017 -0.40 4.13 5.74 8.26 37.20 12.53 20.02 06/21/2017
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 1.44 1.41 7.03 20.19 23.10 14.07 18.77 06/21/2017
Morningstar US Healthcare Moat Focus 04/17/2017 1.63 5.72 8.55 17.84 20.13 12.14 19.00 06/21/2017
Morningstar US Industrials Moat Focus 04/27/2017 -0.75 0.64 2.69 8.83 23.52 10.51 18.95 06/21/2017
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 -1.12 -0.13 0.61 2.26 11.46 -4.11 9.50 06/21/2017
Morningstar US Technology Moat Focus 04/17/2017 1.72 2.02 7.72 22.24 29.58 14.15 19.48 06/21/2017
Morningstar US Utilities Moat Focus 04/17/2017 -0.58 0.61 5.46 11.92 11.90 14.39 15.35 06/21/2017
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 -0.67 0.00 5.81 13.96 15.44 2.93 10.16 06/21/2017
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.36 -0.92 4.84 9.20 3.19 4.21 11.99 06/21/2017
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.10 0.92 6.67 18.67 23.23 7.79 17.42 06/21/2017
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 -0.46 -0.55 7.73 17.29 10.59 9.92 14.09 06/21/2017
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -1.29 -2.10 -7.47 -13.54 -3.82 -15.05 0.21 06/21/2017
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 -1.31 0.71 3.20 11.98 25.79 7.31 15.23 06/21/2017
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 -1.42 1.33 2.39 10.43 29.64 6.03 15.05 06/21/2017
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 -0.28 1.09 8.08 16.32 31.04 12.07 17.49 06/21/2017
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.95 0.75 6.85 18.33 19.18 9.09 15.41 06/21/2017
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 -0.44 0.42 5.27 12.93 12.48 9.16 13.47 06/21/2017
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 -1.36 0.71 2.80 11.64 25.06 5.61 13.02 06/21/2017
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 -0.87 -0.82 2.83 7.22 15.89 -8.96 3.49 06/21/2017
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 -0.79 -0.24 3.49 10.13 19.66 -8.00 3.97 06/21/2017
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.72 -0.54 7.81 19.82 20.24 8.33 14.54 06/21/2017
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 -0.84 -8.69 -14.68 -11.64 -5.20 -12.59 1.32 06/21/2017
Morningstar Dividend Yield Focus 01/10/2010 -0.53 0.63 1.31 4.21 7.89 7.38 11.78 06/21/2017
Morningstar Canada Target Dividend 02/06/2012 -0.43 1.55 1.46 3.98 7.98 -6.31 2.08 06/21/2017
Morningstar US Target Dividend 02/06/2012 -0.19 1.31 4.34 8.45 11.20 6.66 12.22 06/21/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 -0.52 0.58 1.13 4.00 7.50 7.13 11.87 06/21/2017
Morningstar US REIT 11/30/2012 -0.35 2.54 2.61 5.29 4.29 8.39 10.87 06/21/2017
Morningstar US Dividend Growth 04/07/2014 -0.20 1.40 3.55 9.70 18.62 10.22 14.82 06/21/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 -0.45 -1.00 0.94 3.26 11.89 15.16 17.78 06/21/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.46 0.97 0.01 5.55 11.03 5.25 11.96 06/22/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 -0.51 0.38 0.81 2.51 3.66 1.29 3.78 06/21/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 -0.45 0.10 3.42 9.68 11.75 3.11 10.04 06/21/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.23 -0.35 6.44 14.08 13.27 3.18 9.46 06/21/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.41 -0.04 2.58 7.86 15.07 2.21 10.77 06/21/2017
Morningstar Australia REIT 09/14/2016 -1.78 1.28 0.31 5.45 1.86 4.84 8.31 06/21/2017
Morningstar Canada REIT 09/14/2016 -0.35 1.29 0.94 5.20 1.05 -0.73 0.78 06/21/2017
Morningstar Developed Markets REIT 09/14/2016 -0.39 1.63 2.93 5.88 2.32 6.87 10.30 06/21/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.50 -0.45 3.69 7.30 -1.51 2.60 8.84 06/21/2017
Morningstar Emerging Markets REIT 09/14/2016 0.51 2.30 5.30 12.50 10.39 1.30 3.36 06/21/2017
Morningstar Global Markets REIT 09/14/2016 -0.37 1.65 2.99 6.05 2.52 6.71 10.09 06/21/2017
Morningstar Global Markets ex-US REIT 09/14/2016 -0.41 -0.22 3.83 7.72 -0.58 2.49 8.38 06/21/2017
Morningstar Japan REIT 09/14/2016 0.01 -1.93 -2.35 -1.22 -9.22 2.38 9.20 06/21/2017
Morningstar Singapore REIT 09/14/2016 -0.89 -0.31 5.82 18.24 11.72 4.32 8.91 06/21/2017
Morningstar UK REIT 09/14/2016 -0.13 -2.69 4.57 7.30 -15.61 -3.24 7.76 06/21/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -0.52 0.30 0.52 1.96 2.64 0.70 3.30 06/21/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 -0.54 0.64 3.00 5.77 11.26 9.91 14.40 06/21/2017
Morningstar Global Markets ex-Japan REIT 04/25/2017 -0.40 1.93 3.42 6.64 3.53 7.05 10.19 06/21/2017
Morningstar Dividend Leaders 05/03/2006 -0.73 -0.13 -0.39 4.32 11.42 10.18 13.72 06/21/2017
Morningstar Dividend Composite 05/03/2006 -0.44 1.01 2.37 7.54 17.70 9.75 14.70 06/21/2017
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 -0.26 1.13 1.50 6.08 20.11 8.24 15.16 06/21/2017
Morningstar Canada Target Value 02/06/2012 -0.29 -2.75 -6.12 -1.98 7.04 -0.96 9.83 06/21/2017
Morningstar Canada Target Momentum 02/06/2012 -0.11 -1.38 -3.31 1.18 3.49 -4.49 5.01 06/21/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 -0.26 -0.20 5.03 11.95 17.50 1.78 9.86 06/21/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 -0.29 -0.22 3.37 16.26 25.55 2.48 5.23 06/21/2017
Morningstar US Target Momentum 09/16/2013 -0.24 1.22 0.71 4.43 13.75 4.21 14.36 06/21/2017
Morningstar US Target Value 09/16/2013 -0.19 1.05 -5.91 -6.24 5.47 2.66 17.45 06/21/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 0.02 1.23 10.22 20.37 14.16 8.37 16.61 06/21/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 0.17 0.33 4.72 15.13 17.27 5.78 10.97 06/21/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 -0.32 0.09 5.07 14.65 28.51 3.58 13.64 06/21/2017
Morningstar Emerging Markets Target Value 10/01/2014 -0.26 -1.37 2.94 18.88 32.97 6.42 9.85 06/21/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 -0.05 -0.62 2.47 12.24 15.13 -1.72 2.17 06/21/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 -0.36 0.57 3.83 8.33 24.52 7.66 13.98 06/21/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 -0.29 0.50 3.87 12.44 21.54 5.24 6.46 06/21/2017
Morningstar Brazil Target Momentum 09/21/2015 -1.50 -5.39 -6.79 7.24 23.78 -6.53 -2.32 06/21/2017
Morningstar North America 100 Equal Weight 06/22/2015 0.02 1.60 2.99 9.21 17.64 8.60 14.56 06/21/2017
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 -2.07 0.34 -4.07 6.13 13.85 -1.79 4.24 06/21/2017
Morningstar Austria NR 12/22/2014 0.43 -0.88 15.44 25.98 38.89 1.58 8.90 06/21/2017
Morningstar Belgium NR 12/22/2014 -0.87 -2.25 5.67 12.06 4.53 3.77 13.26 06/21/2017
Morningstar Brazil NR 12/22/2014 -0.57 -5.40 -9.99 -0.22 22.84 -9.46 -5.40 06/21/2017
Morningstar Canada NR 12/22/2014 -0.07 0.39 -1.92 0.88 7.00 -4.76 2.70 06/21/2017
Morningstar Chile NR 12/22/2014 -0.91 -0.89 -1.24 14.08 19.61 0.61 -3.76 06/21/2017
Morningstar China NR 12/22/2014 -0.21 0.69 5.72 17.14 27.13 6.64 8.25 06/21/2017
Morningstar Colombia NR 12/22/2014 -1.69 -4.39 0.42 6.04 8.95 -16.46 -8.91 06/21/2017
Morningstar Czech Republic NR 12/22/2014 -0.17 -1.61 10.01 17.62 10.75 -4.55 -1.78 06/21/2017
Morningstar Denmark NR 12/22/2014 -0.01 1.22 15.47 23.49 9.89 6.07 17.42 06/21/2017
Morningstar Egypt NR 12/22/2014 -1.05 -0.57 2.82 6.96 -6.47 -10.99 3.06 06/21/2017
Morningstar Finland NR 12/22/2014 -0.47 1.48 15.14 21.65 25.71 4.77 15.97 06/21/2017
Morningstar France NR 12/22/2014 -0.13 -0.59 10.51 18.59 23.61 1.97 12.25 06/21/2017
Morningstar Germany NR 12/22/2014 -0.13 0.03 8.18 17.36 24.08 1.54 11.91 06/21/2017
Morningstar Greece NR 12/22/2014 -0.66 4.58 31.14 31.03 30.00 -28.60 -4.68 06/21/2017
Morningstar Hong Kong NR 12/22/2014 -0.49 0.85 7.07 19.00 22.65 5.64 10.38 06/21/2017
Morningstar Hungary NR 12/22/2014 -0.21 2.66 18.74 18.28 36.06 16.61 11.73 06/21/2017
Morningstar India NR 12/22/2014 -0.26 1.13 5.16 25.48 26.67 9.09 12.94 06/21/2017
Morningstar Indonesia NR 12/22/2014 0.16 2.28 6.85 13.22 20.25 3.88 2.29 06/21/2017