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 0.72 -1.26 -1.64 -1.64 10.69 4.72 8.47 02/23/2018
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.92 -2.99 2.66 2.66 19.69 10.95 13.14 02/23/2018
Morningstar Canada Moat Focus 04/27/2017 1.23 -4.58 -4.47 -4.47 5.27 4.57 4.07 02/23/2018
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 0.60 -3.22 1.60 1.60 20.45 6.07 4.72 02/23/2018
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.04 -4.54 1.13 1.13 20.68 5.85 7.42 02/23/2018
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 0.43 -3.73 1.08 1.08 20.65 5.54 6.21 02/23/2018
Morningstar Developed Markets Moat Select 04/27/2017 0.98 -2.95 2.11 2.11 21.85 10.00 12.87 02/23/2018
Morningstar Emerging Markets Moat Focus 05/11/2017 0.82 -2.94 6.34 6.34 25.56 4.10 5.24 02/23/2018
Morningstar Global ex-Australia Moat Focus 05/11/2017 1.00 -2.79 3.08 3.08 23.13 10.33 13.04 02/23/2018
Morningstar Global ex-Japan Moat Focus 05/11/2017 0.99 -2.85 2.83 2.83 21.85 10.00 12.36 02/23/2018
Morningstar Global Markets Moat Focus 05/11/2017 0.99 -2.76 2.94 2.94 22.22 9.99 12.31 02/23/2018
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 0.80 -3.28 2.46 2.46 18.67 11.09 12.67 02/23/2018
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 0.96 -2.55 3.41 3.41 21.92 11.50 13.81 02/23/2018
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 0.77 -2.79 0.45 0.45 25.24 7.74 5.32 02/23/2018
Morningstar Global Communication Services Moat Focus 03/09/2017 1.12 -3.41 1.66 1.66 14.23 3.12 8.81 02/23/2018
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.77 -4.88 -2.31 -2.31 14.65 9.87 10.64 02/23/2018
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.84 -2.00 4.63 4.63 27.19 8.28 13.46 02/23/2018
Morningstar Global Energy Moat Focus 03/09/2017 1.69 -6.39 -5.47 -5.47 5.48 -1.07 -0.88 02/23/2018
Morningstar Global Financial Services Moat Focus 03/09/2017 0.85 -3.04 5.09 5.09 22.62 11.29 12.56 02/23/2018
Morningstar Global Healthcare Moat Focus 03/06/2017 1.03 -4.15 2.45 2.45 10.06 3.84 14.46 02/23/2018
Morningstar Global Industrials Moat Focus 02/06/2017 0.42 -2.55 3.82 3.82 30.94 18.12 16.53 02/23/2018
Morningstar Global Real Estate Moat Focus 03/06/2017 0.74 -5.48 -2.75 -2.75 5.55 3.81 7.00 02/23/2018
Morningstar Global Technology Moat Focus 03/06/2017 1.67 0.69 9.16 9.16 42.90 19.72 21.10 02/23/2018
Morningstar Global Utilities Moat Focus 02/06/2017 1.62 -1.15 -2.58 -2.58 10.29 9.45 10.98 02/23/2018
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.75 -5.56 -2.67 -2.67 9.81 5.15 7.92 02/23/2018
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 1.02 -4.18 2.45 2.45 11.02 4.81 14.18 02/23/2018
Morningstar Developed Markets Technology Moat Focus 03/27/2017 1.55 1.03 8.61 8.61 36.58 18.47 20.77 02/23/2018
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 1.26 -1.03 4.86 4.86 20.83 9.73 17.33 02/23/2018
Morningstar US Consumer Defensive Moat Focus 04/17/2017 1.95 -4.02 -1.83 -1.83 7.87 10.12 14.72 02/23/2018
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 1.40 -3.06 2.48 2.48 25.67 15.58 18.41 02/23/2018
Morningstar US Financial Services Moat Focus 04/17/2017 1.50 -2.87 3.02 3.02 24.30 16.17 18.98 02/23/2018
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 1.76 1.40 9.60 9.60 32.12 16.45 20.53 02/23/2018
Morningstar US Healthcare Moat Focus 04/17/2017 1.70 -4.07 3.58 3.58 13.82 5.42 15.54 02/23/2018
Morningstar US Industrials Moat Focus 04/27/2017 0.99 -1.89 3.66 3.66 23.16 16.69 17.95 02/23/2018
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 1.32 -4.14 -3.35 -3.35 15.71 7.19 7.44 02/23/2018
Morningstar US Technology Moat Focus 04/17/2017 1.78 1.46 9.13 9.13 32.50 16.94 20.45 02/23/2018
Morningstar US Utilities Moat Focus 04/17/2017 2.45 -1.43 -4.28 -4.28 2.96 9.53 12.68 02/23/2018
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 0.60 -2.65 -0.82 -0.82 23.46 7.63 7.52 02/23/2018
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 1.09 -3.79 -0.42 -0.42 9.62 4.02 9.76 02/23/2018
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.86 -2.03 4.37 4.37 27.60 9.85 14.98 02/23/2018
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 0.94 -4.84 -2.33 -2.33 13.62 9.26 10.88 02/23/2018
Morningstar Developed Markets Energy Moat Focus 04/19/2017 1.70 -6.32 -5.28 -5.28 6.34 -0.26 0.00 02/23/2018
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 0.70 -4.38 0.86 0.86 20.63 11.07 13.41 02/23/2018
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 0.85 -2.40 3.58 3.58 22.64 11.35 13.48 02/23/2018
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.51 -2.56 4.03 4.03 30.27 19.00 17.05 02/23/2018
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 1.40 -0.78 7.86 7.86 26.62 12.68 15.77 02/23/2018
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 1.93 -2.13 -4.36 -4.36 5.36 8.10 11.18 02/23/2018
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 0.87 -3.94 3.98 3.98 23.49 10.99 12.22 02/23/2018
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 1.09 -3.86 -2.83 -2.83 18.37 4.09 2.01 02/23/2018
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 1.09 -4.46 -1.19 -1.19 19.79 4.84 2.35 02/23/2018
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 1.59 -1.12 7.91 7.91 30.08 12.02 14.87 02/23/2018
Dividend
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Inception Date 1-Day MTD QTD YTD 1-Year 3-Year 5-Year Index Constituents As Of Date
Morningstar MLP Composite 09/09/2010 0.64 -7.48 -1.35 -1.35 -13.55 -9.34 -2.27 02/23/2018
Morningstar Dividend Yield Focus 01/10/2010 1.61 -5.37 -3.13 -3.13 6.98 7.90 10.59 02/23/2018
Morningstar Canada Target Dividend 02/06/2012 1.25 -5.45 -5.80 -5.80 3.80 0.93 0.44 02/23/2018
Morningstar US Target Dividend 02/06/2012 1.57 -3.02 -1.31 -1.31 15.38 7.91 11.91 02/23/2018
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 1.68 -5.56 -3.42 -3.42 6.05 7.29 10.42 02/23/2018
Morningstar US REIT 11/30/2012 1.68 -5.19 -7.91 -7.91 -4.10 1.52 6.85 02/23/2018
Morningstar US Dividend Growth 04/07/2014 1.38 -2.57 2.19 2.19 18.60 12.42 14.63 02/23/2018
Morningstar Dividend Yield Focus CAD 01/02/2015 1.37 -2.24 -2.01 -2.01 3.55 8.17 15.42 02/23/2018
Morningstar Australia Dividend Yield Focus 01/15/2016 0.05 -2.96 -3.70 -3.70 7.60 1.17 6.15 02/23/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 0.36 -3.07 -1.15 -1.15 4.99 2.73 3.74 02/23/2018
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.87 -5.32 -2.83 -2.83 7.44 6.23 7.32 02/23/2018
Morningstar Global ex-US Dividend Growth 12/21/2015 0.42 -4.51 -0.48 -0.48 17.31 6.10 7.29 02/23/2018
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.61 -4.49 -0.60 -0.60 12.80 7.23 9.17 02/23/2018
Morningstar Australia REIT 09/14/2016 0.52 -6.59 -6.36 -6.36 1.22 4.36 3.59 02/23/2018
Morningstar Canada REIT 09/14/2016 0.27 -4.82 -2.72 -2.72 7.21 4.05 0.62 02/23/2018
Morningstar Developed Markets REIT 09/14/2016 1.45 -4.98 -5.93 -5.93 0.08 2.07 6.49 02/23/2018
Morningstar Developed Markets ex-US REIT 09/14/2016 0.93 -4.52 -1.29 -1.29 11.38 3.60 5.87 02/23/2018
Morningstar Emerging Markets REIT 09/14/2016 0.93 -4.23 -5.54 -5.54 6.85 -0.54 0.40 02/23/2018
Morningstar Global Markets REIT 09/14/2016 1.43 -4.96 -5.92 -5.92 0.26 2.00 6.30 02/23/2018
Morningstar Global Markets ex-US REIT 09/14/2016 0.93 -4.50 -1.67 -1.67 10.98 3.25 5.39 02/23/2018
Morningstar Japan REIT 09/14/2016 1.58 0.18 8.91 8.91 2.99 4.50 6.68 02/23/2018
Morningstar Singapore REIT 09/14/2016 0.36 -7.63 -3.90 -3.90 21.47 7.59 4.97 02/23/2018
Morningstar UK REIT 09/14/2016 1.22 -4.40 -2.57 -2.57 17.11 -3.31 7.16 02/23/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 0.35 -3.18 -1.42 -1.42 3.55 1.86 3.11 02/23/2018
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 1.57 -4.21 -2.83 -2.83 10.42 9.18 12.97 02/23/2018
Morningstar Global Markets ex-Japan REIT 04/25/2017 1.42 -5.35 -6.94 -6.94 0.06 1.83 6.29 02/23/2018
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 1.31 -4.51 -3.55 -3.55 7.45 5.19 8.25 02/23/2018
Morningstar Singapore REIT Yield Focus 09/25/2017 0.68 -7.61 -3.69 -3.69 22.69 6.74 5.16 02/23/2018
Morningstar US Dividend and Buyback 09/25/2017 1.46 -2.84 1.77 1.77 15.78 10.53 14.82 02/23/2018
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 1.61 -5.37 -3.13 -3.13 6.98 7.85 10.82 02/23/2018
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.80 -3.61 1.85 1.85 16.44 5.98 4.90 02/23/2018
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.59 -3.95 1.73 1.73 15.71 5.43 4.00 02/23/2018
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.97 -2.82 4.33 4.33 19.05 5.85 5.02 02/23/2018
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 1.45 -5.11 -5.60 -5.60 2.18 2.97 1.99 02/23/2018
Morningstar China Dividend Yield Focus GR USD 11/28/2017 1.37 -3.01 7.38 7.38 27.46 6.84 6.65 02/23/2018
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 1.06 -2.67 3.50 3.50 18.82 7.16 7.33 02/23/2018
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.44 -3.02 -0.03 -0.03 13.57 5.35 4.56 02/23/2018
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.11 -4.62 -1.47 -1.47 12.94 4.20 3.39 02/23/2018
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 0.23 -5.20 -1.23 -1.23 11.16 1.58 4.82 02/23/2018
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.97 -5.24 -2.86 -2.86 7.38 4.52 6.22 02/23/2018
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 0.52 -5.15 -2.68 -2.68 9.44 2.79 4.42 02/23/2018
Morningstar Emerging Markets Asia Dividend Yield Focus GR USD 11/29/2017 1.07 -2.88 4.95 4.95 19.25 5.73 4.69 02/23/2018
Morningstar Emerging Markets Dividend Yield Focus GR USD 11/29/2017 1.04 -1.50 6.67 6.67 19.28 6.55 2.62 02/23/2018
Morningstar Europe Dividend Yield Focus GR USD 11/29/2017 0.19 -5.18 -1.09 -1.09 12.63 2.89 5.19 02/23/2018
Morningstar Eurozone Dividend Yield Focus GR USD 11/30/2017 0.33 -4.29 1.14 1.14 22.80 6.70 9.49 02/23/2018
Morningstar Global Markets Dividend Yield Focus GR USD 11/30/2017 0.95 -5.02 -1.98 -1.98 8.04 4.47 5.70 02/23/2018
Morningstar Global ex-Japan Dividend Yield Focus GR USD 11/30/2017 0.94 -5.05 -2.02 -2.02 7.99 4.42 5.58 02/23/2018
Morningstar Global Markets ex-US Dividend Yield Focus GR USD 11/30/2017 0.59 -4.53 -0.97 -0.97 12.88 3.80 4.49 02/23/2018
Morningstar Germany Dividend Yield Focus GR USD 11/30/2017 -0.04 -5.57 0.70 0.70 27.55 11.81 11.88 02/23/2018
Morningstar Hong Kong Dividend Yield Focus GR USD 11/30/2017 0.66 -3.05 1.81 1.81 22.32 9.03 9.07 02/23/2018
Morningstar India Dividend Yield Focus GR USD 11/30/2017 0.96 -4.01 2.62 2.62 22.38 5.83 8.95 02/23/2018
Morningstar Japan Dividend Yield Focus GR USD 11/30/2017 0.59 -0.76 1.65 1.65 18.56 14.42 14.53 02/23/2018
Morningstar Korea Dividend Yield Focus GR USD 11/30/2017 1.61 -3.88 -2.72 -2.72 21.01 5.58 6.48 02/23/2018
Morningstar Nordic Dividend Yield Focus GR USD 11/30/2017 0.29 -1.72 2.92 2.92 19.28 7.31 8.00 02/23/2018
Morningstar UK Dividend Yield Focus GR USD 11/30/2017 0.73 -5.17 -3.74 -3.74 6.77 -1.52 3.35 02/23/2018
Morningstar Dividend Leaders 05/03/2006 1.57 -4.65 -3.10 -3.10 3.77 10.36 12.39 02/23/2018
Morningstar Dividend Composite 05/03/2006 1.50 -3.47 0.16 0.16 12.77 11.44 13.89 02/23/2018
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 1.44 -2.61 1.85 1.85 14.34 10.50 14.00 02/23/2018
Morningstar Canada Target Value 02/06/2012 0.83 0.02 -2.45