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 12/12/2011 0.41 3.89 7.61 7.61 24.44 11.26 12.97 02/21/2017
Morningstar Ultimate Stock-Pickers Target Volatility 7 02/23/2012 0.35 3.32 5.56 5.56 9.12 3.19 4.16 02/21/2017
Morningstar Ultimate Stock-Pickers Target Volatility 10 02/23/2012 0.50 4.80 8.11 8.11 13.79 4.98 6.39 02/21/2017
Morningstar Wide Moat Focus Target Volatility 5 01/16/2013 0.26 3.11 4.33 4.33 8.98 2.97 4.06 02/21/2017
Morningstar Wide Moat Focus Target Volatility 20 10/10/2012 0.63 8.02 12.71 12.71 34.48 9.41 15.01 02/21/2017
Morningstar Global ex-US Moat Focus 03/25/2015 -0.08 1.84 7.07 7.07 23.25 -1.78 3.83 02/21/2017
Morningstar Ultimate Stock-Pickers Target Volatility 5 01/19/2017 0.24 2.34 3.89 3.89 6.06 1.96 2.65 02/21/2017
Morningstar Wide Moat Focus 10/17/2007 0.43 5.35 8.49 8.49 35.45 11.92 15.27 02/21/2017
Morningstar Wide Moat Composite 03/30/2009 0.51 3.88 6.73 6.73 22.04 11.40 14.23 02/21/2017
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 0.68 3.44 6.99 6.99 68.48 -3.26 3.19 02/21/2017
Morningstar Dividend Yield Focus 01/10/2010 0.62 3.07 2.38 2.38 16.74 10.75 12.67 02/21/2017
Morningstar Canada Target Dividend 02/06/2012 -0.20 2.44 5.04 5.04 31.56 -1.75 -0.46 02/21/2017
Morningstar US Target Dividend 02/06/2012 0.84 2.54 3.87 3.87 17.26 8.13 10.89 02/21/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.63 3.07 2.36 2.36 16.22 10.63 12.82 02/21/2017
Morningstar US REIT 11/30/2012 1.34 3.31 3.52 3.52 19.32 10.99 11.45 02/21/2017
Morningstar US Dividend Growth 04/07/2014 0.56 4.59 5.85 5.85 25.62 11.82 13.74 02/21/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 0.82 3.85 0.29 0.29 10.84 17.05 19.09 02/21/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.85 2.82 0.45 0.45 11.61 3.71 11.58 02/22/2017
Morningstar Dividend Yield Focus Target Volatility 5 04/07/2016 0.39 1.91 1.51 1.51 6.26 2.91 4.19 02/21/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.02 2.72 4.52 4.52 18.94 4.42 8.95 02/21/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.07 2.26 4.99 4.99 13.47 3.55 6.66 02/21/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.21 1.44 3.30 3.30 22.82 3.91 9.13 02/21/2017
Morningstar Australia REIT 09/14/2016 -0.79 5.13 4.86 4.86 17.06 7.81 8.90 02/21/2017
Morningstar Canada REIT 09/14/2016 -0.36 2.46 5.45 5.45 24.54 2.44 1.11 02/21/2017
Morningstar Developed Markets REIT 09/14/2016 0.79 2.66 3.04 3.04 14.43 9.03 10.55 02/21/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 -0.54 1.09 1.90 1.90 5.09 3.70 8.38 02/21/2017
Morningstar Emerging Markets REIT 09/14/2016 -0.30 3.81 5.46 5.46 15.58 2.71 2.40 02/21/2017
Morningstar Global Markets REIT 09/14/2016 0.76 2.69 3.10 3.10 14.46 8.86 10.31 02/21/2017
Morningstar Global Markets ex-US REIT 09/14/2016 -0.52 1.32 2.19 2.19 5.91 3.61 7.88 02/21/2017
Morningstar Japan REIT 09/14/2016 -0.42 -3.28 -0.24 -0.24 0.89 6.09 10.52 02/21/2017
Morningstar Singapore REIT 09/14/2016 0.45 0.66 7.97 7.97 10.62 4.77 8.16 02/21/2017
Morningstar UK REIT 09/14/2016 -0.26 4.70 1.38 1.38 -10.31 -5.33 7.49 02/21/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.71 2.07 1.95 1.95 16.33 12.00 14.31 02/21/2017
Morningstar Dividend Leaders 05/03/2006 0.62 3.45 4.42 4.42 23.47 13.99 15.07 02/21/2017
Morningstar Dividend Composite 05/03/2006 0.60 3.91 4.98 4.98 26.76 12.13 13.98 02/21/2017
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 0.71 3.95 5.47 5.47 33.20 10.13 13.92 02/21/2017
Morningstar Canada Target Value 02/06/2012 0.51 2.10 5.29 5.29 28.12 3.85 10.71 02/21/2017
Morningstar Canada Target Momentum 02/06/2012 0.36 1.80 6.13 6.13 26.89 0.27 5.59 02/21/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 -0.11 1.70 4.78 4.78 22.56 1.24 6.31 02/21/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 0.18 4.78 10.06 10.06 35.16 3.81 1.61 02/21/2017
Morningstar US Target Momentum 09/16/2013 0.98 4.71 6.37 6.37 25.74 5.78 13.53 02/21/2017
Morningstar US Target Value 09/16/2013 0.69 2.81 4.42 4.42 37.56 10.80 18.43 02/21/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 -0.24 2.01 6.51 6.51 12.84 5.27 13.08 02/21/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 -0.29 4.10 8.62 8.62 19.13 6.63 9.44 02/21/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 -0.08 1.89 6.05 6.05 31.00 2.72 9.52 02/21/2017
Morningstar Emerging Markets Target Value 10/01/2014 0.38 5.89 12.06 12.06 40.90 9.41 5.55 02/21/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 0.77 3.27 8.60 8.60 26.22 0.40 -0.56 02/21/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 0.34 3.07 3.36 3.36 27.22 7.79 11.32 02/21/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 0.23 3.61 7.04 7.04 25.75 5.79 3.89 02/21/2017
Morningstar Brazil Target Momentum 09/21/2015 0.49 11.71 24.96 24.96 88.63 4.51 -3.29 02/21/2017
Morningstar North America 100 Equal Weight 06/22/2015 0.60 4.16 6.05 6.05 24.76 10.22 13.12 02/21/2017
Morningstar Australia Moat Focus 01/14/2016 0.66 2.97 0.17 0.17 9.20 6.49 12.74 02/22/2017
Morningstar Exponential Technologies Moat Focus 09/18/2015 0.09 4.41 6.32 6.32 20.76 8.02 0.00 02/21/2017
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 -0.23 4.42 8.65 8.65 32.50 0.72 2.92 02/21/2017
Morningstar Austria NR 12/22/2014 -0.53 2.10 7.17 7.17 26.90 -4.74 2.41 02/21/2017
Morningstar Belgium NR 12/22/2014 -0.20 1.89 2.33 2.33 4.44 3.00 10.79 02/21/2017
Morningstar Brazil NR 12/22/2014 0.40 8.53 20.31 20.31 113.22 2.77 -6.80 02/21/2017
Morningstar Canada NR 12/22/2014 0.22 2.87 6.70 6.70 34.74 0.41 1.30 02/21/2017
Morningstar Chile NR 12/22/2014 0.19 4.39 9.36 9.36 25.81 1.05 -5.83 02/21/2017
Morningstar China NR 12/22/2014 -0.44 4.56 10.11 10.11 29.94 5.44 4.60 02/21/2017
Morningstar Colombia NR 12/22/2014 -0.81 -0.87 2.81 2.81 28.07 -10.81 -8.99 02/21/2017
Morningstar Czech Republic NR 12/22/2014 -0.80 2.84 5.54 5.54 8.50 -7.16 -7.02 02/21/2017
Morningstar Denmark NR 12/22/2014 0.15 -0.12 4.48 4.48 -1.05 2.43 12.07 02/21/2017
Morningstar Egypt NR 12/22/2014 2.07 19.00 16.84 16.84 14.40 -7.41 0.91 02/21/2017
Morningstar Finland NR 12/22/2014 -0.27 1.79 1.79 1.79 11.76 0.35 6.45 02/21/2017
Morningstar France NR 12/22/2014 -0.37 -0.01 0.67 0.67 12.20 -2.06 6.01 02/21/2017
Morningstar Germany NR 12/22/2014 0.30 1.23 4.41 4.41 18.91 -1.88 6.48 02/21/2017
Morningstar Greece NR 12/22/2014 1.01 4.30 -1.76 -1.76 24.30 -33.73 -16.02 02/21/2017
Morningstar Hong Kong NR 12/22/2014 0.08 1.45 7.88 7.88 20.81 4.10 6.18 02/21/2017
Morningstar Hungary NR 12/22/2014 0.65 4.36 8.17 8.17 44.98 15.41 7.05 02/21/2017
Morningstar India NR 12/22/2014 0.51 6.24 11.72 11.72 29.44 13.62 5.61 02/21/2017
Morningstar Indonesia NR 12/22/2014 -0.15 1.47 0.99 0.99 15.40 0.84 -1.75 02/21/2017
Morningstar Ireland NR 12/22/2014 0.53 1.08 3.10 3.10 5.60 1.68 11.77 02/21/2017
Morningstar Israel NR 12/22/2014 -0.09 7.55 5.87 5.87 -7.37 -0.58 3.04 02/21/2017
Morningstar Italy NR 12/22/2014 -0.71 -0.77 -1.81 -1.81 6.70 -8.69 0.59 02/21/2017
Morningstar Japan NR 12/22/2014 0.09 1.18 4.87 4.87 20.96 6.30 7.86 02/21/2017
Morningstar Korea NR 12/22/2014 1.00 2.98 9.84 9.84 23.70 0.66 1.01 02/21/2017
Morningstar Malaysia NR 12/22/2014 -0.17 1.88 5.48 5.48 0.98 -8.40 -3.32 02/21/2017
Morningstar Mexico NR 12/22/2014 0.76 2.67 4.33 4.33 -1.41 -7.12 -2.57 02/21/2017
Morningstar Netherlands NR 12/22/2014 -0.27 3.04 5.22 5.22 18.64 2.73 8.20 02/21/2017
Morningstar New Zealand NR 12/22/2014 -0.26 -1.62 6.19 6.19 25.75 7.44 12.19 02/21/2017
Morningstar Norway NR 12/22/2014 0.88 -0.40 5.27 5.27 32.87 -4.96 0.15 02/21/2017
Morningstar Peru NR 12/22/2014 1.66 3.99 6.02 6.02 57.76 4.27 -3.32 02/21/2017
Morningstar Philippines NR 12/22/2014 -0.12 -0.03 5.45 5.45 6.67 2.83 6.67 02/21/2017
Morningstar Poland NR 12/22/2014 1.83 6.07 18.09 18.09 26.21 -6.94 1.02 02/21/2017
Morningstar Portugal NR 12/22/2014 -0.45 1.06 -0.09 -0.09 2.81 -14.19 -2.97 02/21/2017
Morningstar Russia NR 12/22/2014 1.03 -0.26 0.47 0.47 66.59 -0.34 -3.68 02/21/2017
Morningstar Singapore NR 12/22/2014 -0.22 0.77 9.37 9.37 18.15 0.10 1.88 02/21/2017
Morningstar South Africa NR 12/22/2014 -1.02 3.22 6.96 6.96 33.50 3.11 1.16 02/21/2017
Morningstar Spain NR 12/22/2014 -0.49 -0.30 2.33 2.33 14.96 -7.71 0.80 02/21/2017
Morningstar Sweden NR 12/22/2014 0.18 1.52 6.77 6.77 14.87 -0.16 5.69 02/21/2017
Morningstar Switzerland NR 12/22/2014 -0.13 1.12 5.24 5.24 11.37 -0.49 7.19 02/21/2017
Morningstar Taiwan NR 12/22/2014 0.15 5.29 10.74 10.74 30.29 6.88 6.42 02/21/2017
Morningstar Thailand NR 12/22/2014 -0.94 0.00 3.43 3.43 24.74 5.85 5.20 02/21/2017
Morningstar Turkey NR 12/22/2014 0.12 6.96 10.13 10.13 6.66 -2.29 -3.71 02/21/2017
Morningstar UK NR 12/22/2014 -0.31 2.09 3.53 3.53 9.94 -3.82 3.78 02/21/2017
Morningstar Qatar NR USD 06/22/2015 0.30 3.54 5.17 5.17 15.64 0.00 0.00 02/21/2017
Morningstar United Arab Emirates NR USD 06/22/2015 0.12 0.63 2.12 2.12 15.69 0.00 0.00 02/21/2017
Morningstar Australia Large-Mid Cap 11/15/2016 -0.22 4.59 9.04 9.04 33.15 1.15 4.09 02/21/2017
Morningstar Canada Large-Mid Cap 11/15/2016 0.22 2.80 6.68 6.68 34.49 1.35 2.45 02/21/2017
Morningstar Germany Large-Mid Cap 11/15/2016 0.31 1.28 4.43 4.43 19.58 -1.61 6.98 02/21/2017
Morningstar India Large-Mid Cap 11/15/2016 0.49 6.12 11.46 11.46 28.07 12.51 5.30 02/21/2017
Morningstar Japan Large-Mid Cap 11/15/2016 0.12 1.14 4.81 4.81 21.06 6.41 8.02 02/21/2017
Morningstar US Market 07/03/2002 0.63 3.96 6.04 6.04 27.62 10.61 13.94 02/21/2017
Developed Markets
Morningstar Developed Markets ex-US 06/22/2015 -0.07 1.59 4.66 4.66 18.15 0.55 5.77 02/21/2017
Morningstar Developed Asia Pacific ex-Japan NR 12/22/2014 -0.15 3.00 8.47 8.47 27.21 1.67 3.74 02/21/2017
Morningstar Developed Americas NR 12/22/2014 0.61 3.85 6.00 6.00 27.26 9.34 12.40 02/21/2017
Morningstar Developed Asia Pacific NR 12/22/2014 0.02 1.75 5.99 5.99 22.88 4.72 6.42 02/21/2017
Morningstar Developed Europe ex-UK NR 12/22/2014 -0.11 0.85 3.42 3.42 13.34 -1.89 5.90 02/21/2017
Morningstar Developed Europe NR 12/22/2014 -0.17 1.20 3.45 3.45 12.32 -2.48 5.23 02/21/2017
Morningstar Developed Markets NR 12/22/2014 0.34 2.94 5.41 5.41 22.87 5.75 9.78 02/21/2017
Morningstar Dev Mkts ex-NA NR 05/01/2015 -0.09 1.45 4.43 4.43 15.95 -0.12 5.57 02/21/2017
Morningstar Developed Markets Large Cap 07/08/2016 0.31 2.95 5.32 5.32 21.87 5.93 9.90 02/21/2017
Morningstar Developed Markets Large-Mid Cap 06/20/2016 0.33 2.97 5.48 5.48 22.84 6.09 10.22 02/21/2017
Morningstar Developed Markets Europe Large-Mid Cap 11/15/2016 -0.16 1.20 3.38 3.38 12.82 -2.15 5.56 02/21/2017
Morningstar Developed Markets ex-US Large-Mid Cap 11/15/2016 -0.06 1.57 4.61 4.61 17.79 0.36 5.62 02/21/2017
Morningstar North America Large-Mid Cap 11/15/2016 0.59 3.88 6.09 6.09 26.80 9.96 13.06 02/21/2017
Morningstar Nordic Large-Mid Cap 11/15/2016 0.20 1.00 5.22 5.22 12.43 0.19 6.63 02/21/2017
Emerging Markets
Morningstar Emerging Markets 06/22/2015 0.17 4.19 9.51 9.51 30.82 2.99 1.15 02/21/2017
Morningstar Emerging Americas NR 12/22/2014 0.44 6.10 13.78 13.78 53.65 -0.91 -6.08 02/21/2017
Morningstar Emerging Asia NR 12/22/2014 0.14 4.10 9.54 9.54 25.89 4.47 3.51 02/21/2017
Morningstar Emerging Europe NR 12/22/2014 0.97 2.45 5.15 5.15 40.40 -2.37 -3.19 02/21/2017
Morningstar Emerging Markets Americas Large-Mid Cap 11/15/2016 0.48 6.06 13.75 13.75 53.19 -1.00 -6.15 02/21/2017
Morningstar Emerging Markets Large-Mid Cap 11/15/2016 0.19 4.12 9.53 9.53 30.88 2.91 0.93 02/21/2017
Regional Markets
Morningstar Global Markets 12/22/2014 0.32 3.10 5.89 5.89 24.33 5.88 9.23 02/21/2017
Morningstar National Bank Quebec 06/01/2011 0.25 3.06 3.27 3.27 16.23 11.86 15.18