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 0.20 2.01 2.01 2.01 23.87 9.32 12.31 01/20/2017
Morningstar Ultimate Stock-Pickers Target Volatility 7 02/23/2012 0.13 1.21 1.21 1.21 6.31 1.40 3.44 01/20/2017
Morningstar Ultimate Stock-Pickers Target Volatility 10 02/23/2012 0.18 1.76 1.76 1.76 9.62 2.38 5.34 01/20/2017
Morningstar Wide Moat Focus Target Volatility 5 01/16/2013 -0.10 1.08 1.08 1.08 7.25 1.65 3.58 01/20/2017
Morningstar Wide Moat Focus Target Volatility 20 10/10/2012 -0.35 3.93 3.93 3.93 31.89 5.95 13.95 01/20/2017
Morningstar Global ex-US Moat Focus 03/25/2015 -0.03 3.91 3.91 3.91 26.32 -2.35 4.42 01/20/2017
Morningstar Wide Moat Focus 10/17/2007 -0.23 2.68 2.68 2.68 36.19 9.63 15.06 01/20/2017
Morningstar Wide Moat Composite 03/30/2009 0.28 2.30 2.30 2.30 20.96 9.73 13.82 01/20/2017
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 0.33 0.57 0.57 0.57 80.01 -4.55 2.98 01/20/2017
Morningstar Dividend Yield Focus 01/10/2010 0.77 0.12 0.12 0.12 23.05 9.76 12.34 01/20/2017
Morningstar Canada Target Dividend 02/06/2012 0.58 1.30 1.30 1.30 44.39 -3.89 -0.30 01/20/2017
Morningstar US Target Dividend 02/06/2012 0.36 1.26 1.26 1.26 21.32 7.66 10.78 01/20/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 0.77 0.09 0.09 0.09 22.88 9.61 12.51 01/20/2017
Morningstar US REIT 11/30/2012 0.73 0.88 0.88 0.88 18.39 11.67 11.36 01/20/2017
Morningstar US Dividend Growth 04/07/2014 0.44 0.79 0.79 0.79 26.03 9.91 13.09 01/20/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 0.81 -0.47 -0.47 -0.47 12.08 17.20 18.66 01/20/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 -0.39 -1.04 -1.04 -1.04 15.25 4.22 11.75 01/20/2017
Morningstar Dividend Yield Focus Target Volatility 5 04/07/2016 0.42 0.05 0.05 0.05 6.82 2.15 3.96 01/20/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 0.72 1.19 1.19 1.19 24.93 3.90 8.94 01/20/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 0.46 1.65 1.65 1.65 15.44 2.65 6.99 01/20/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 0.41 1.17 1.17 1.17 27.27 3.88 9.67 01/20/2017
Morningstar Australia REIT 09/14/2016 -0.55 -1.09 -1.09 -1.09 19.61 7.72 8.67 01/20/2017
Morningstar Canada REIT 09/14/2016 0.17 0.42 0.42 0.42 35.85 1.43 0.90 01/20/2017
Morningstar Developed Markets REIT 09/14/2016 0.54 0.31 0.31 0.31 15.70 9.59 10.54 01/20/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 0.09 -1.03 -1.03 -1.03 10.78 4.02 8.60 01/20/2017
Morningstar Emerging Markets REIT 09/14/2016 0.04 -0.60 -0.60 -0.60 24.63 0.19 2.57 01/20/2017
Morningstar Global Markets REIT 09/14/2016 0.52 0.28 0.28 0.28 15.91 9.32 10.30 01/20/2017
Morningstar Global Markets ex-US REIT 09/14/2016 0.08 -1.00 -1.00 -1.00 11.82 3.69 8.09 01/20/2017
Morningstar Japan REIT 09/14/2016 0.75 0.31 0.31 0.31 18.05 6.47 11.58 01/20/2017
Morningstar Singapore REIT 09/14/2016 0.33 4.92 4.92 4.92 17.40 4.75 8.84 01/20/2017
Morningstar UK REIT 09/14/2016 -0.45 -5.03 -5.03 -5.03 -15.30 -4.97 6.44 01/20/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.60 -0.17 -0.17 -0.17 22.36 11.98 13.96 01/20/2017
Morningstar Dividend Leaders 05/03/2006 0.92 0.96 0.96 0.96 28.18 13.09 14.36 01/20/2017
Morningstar Dividend Composite 05/03/2006 0.41 0.69 0.69 0.69 28.27 10.56 13.45 01/20/2017
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 0.38 1.04 1.04 1.04 32.09 8.61 14.02 01/20/2017
Morningstar Canada Target Value 02/06/2012 0.64 2.22 2.22 2.22 39.16 3.33 10.90 01/20/2017
Morningstar Canada Target Momentum 02/06/2012 0.39 1.80 1.80 1.80 33.06 -1.45 5.29 01/20/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 0.46 2.06 2.06 2.06 23.28 0.54 7.13 01/20/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 -0.01 3.34 3.34 3.34 34.59 1.21 1.95 01/20/2017
Morningstar US Target Momentum 09/16/2013 0.57 0.69 0.69 0.69 20.44 4.43 13.83 01/20/2017
Morningstar US Target Value 09/16/2013 0.50 2.11 2.11 2.11 41.93 10.34 19.44 01/20/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 0.39 1.94 1.94 1.94 9.39 4.15 13.41 01/20/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 0.13 2.77 2.77 2.77 17.78 5.13 9.88 01/20/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 0.39 3.00 3.00 3.00 28.06 1.19 10.53 01/20/2017
Morningstar Emerging Markets Target Value 10/01/2014 0.38 4.63 4.63 4.63 40.93 6.67 6.36 01/20/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 0.42 3.35 3.35 3.35 32.63 -1.12 -0.21 01/20/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 0.16 1.00 1.00 1.00 25.39 6.76 12.02 01/20/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 -0.26 2.24 2.24 2.24 25.57 3.86 4.14 01/20/2017
Morningstar Brazil Target Momentum 09/21/2015 2.21 9.22 9.22 9.22 79.81 -2.33 -3.86 01/20/2017
Morningstar North America 100 Equal Weight 06/22/2015 0.32 1.54 1.54 1.54 23.53 8.52 12.91 01/20/2017
Morningstar Australia Moat Focus 01/14/2016 -0.22 -1.28 -1.28 -1.28 10.46 7.20 12.71 01/20/2017
Morningstar Exponential Technologies Moat Focus 09/18/2015 0.13 1.51 1.51 1.51 18.71 7.86 0.00 01/20/2017
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 -0.67 4.04 4.04 4.04 35.06 0.87 2.84 01/20/2017
Morningstar Austria NR 12/22/2014 1.22 4.00 4.00 4.00 29.70 -5.57 3.97 01/20/2017
Morningstar Belgium NR 12/22/2014 0.56 0.55 0.55 0.55 5.14 2.83 12.02 01/20/2017
Morningstar Brazil NR 12/22/2014 1.40 9.00 9.00 9.00 115.78 -1.63 -7.44 01/20/2017
Morningstar Canada NR 12/22/2014 0.87 2.45 2.45 2.45 48.36 -0.84 1.28 01/20/2017
Morningstar Chile NR 12/22/2014 0.41 4.33 4.33 4.33 35.33 -1.89 -5.30 01/20/2017
Morningstar China NR 12/22/2014 -0.68 3.54 3.54 3.54 26.06 3.00 4.60 01/20/2017
Morningstar Colombia NR 12/22/2014 0.23 3.13 3.13 3.13 43.03 -12.11 -7.48 01/20/2017
Morningstar Czech Republic NR 12/22/2014 0.62 0.92 0.92 0.92 7.67 -6.01 -5.85 01/20/2017
Morningstar Denmark NR 12/22/2014 0.47 2.27 2.27 2.27 0.35 4.52 14.59 01/20/2017
Morningstar Egypt NR 12/22/2014 0.30 -0.31 -0.31 -0.31 1.55 -9.23 1.98 01/20/2017
Morningstar Finland NR 12/22/2014 1.06 1.50 1.50 1.50 12.73 0.87 8.12 01/20/2017
Morningstar France NR 12/22/2014 0.75 1.30 1.30 1.30 17.95 -0.88 7.67 01/20/2017
Morningstar Germany NR 12/22/2014 0.86 2.67 2.67 2.67 19.72 -2.17 8.23 01/20/2017
Morningstar Greece NR 12/22/2014 0.02 -1.15 -1.15 -1.15 20.04 -32.87 -12.47 01/20/2017
Morningstar Hong Kong NR 12/22/2014 -0.51 4.36 4.36 4.36 20.62 1.94 7.23 01/20/2017
Morningstar Hungary NR 12/22/2014 0.88 4.00 4.00 4.00 49.28 10.61 8.47 01/20/2017
Morningstar India NR 12/22/2014 -1.22 2.22 2.22 2.22 15.65 9.09 6.57 01/20/2017
Morningstar Indonesia NR 12/22/2014 -1.57 -1.18 -1.18 -1.18 23.61 3.17 -2.32 01/20/2017
Morningstar Ireland NR 12/22/2014 1.32 2.84 2.84 2.84 7.02 3.40 14.01 01/20/2017
Morningstar Israel NR 12/22/2014 0.60 -1.26 -1.26 -1.26 -15.99 -1.95 1.34 01/20/2017
Morningstar Italy NR 12/22/2014 0.57 2.63 2.63 2.63 6.72 -6.15 3.43 01/20/2017
Morningstar Japan NR 12/22/2014 0.54 2.20 2.20 2.20 17.65 3.92 8.26 01/20/2017
Morningstar Korea NR 12/22/2014 0.22 5.35 5.35 5.35 20.54 -0.81 1.05 01/20/2017
Morningstar Malaysia NR 12/22/2014 -0.13 2.53 2.53 2.53 5.64 -8.68 -2.78 01/20/2017
Morningstar Mexico NR 12/22/2014 1.18 -4.37 -4.37 -4.37 -2.63 -11.37 -3.21 01/20/2017
Morningstar Netherlands NR 12/22/2014 0.91 2.46 2.46 2.46 19.96 1.54 9.09 01/20/2017
Morningstar New Zealand NR 12/22/2014 -0.47 5.18 5.18 5.18 29.40 7.22 13.54 01/20/2017
Morningstar Norway NR 12/22/2014 1.17 4.62 4.62 4.62 46.92 -5.34 2.34 01/20/2017
Morningstar Peru NR 12/22/2014 0.63 0.01 0.01 0.01 82.07 0.36 -3.22 01/20/2017
Morningstar Philippines NR 12/22/2014 0.21 5.17 5.17 5.17 16.51 4.97 7.82 01/20/2017
Morningstar Poland NR 12/22/2014 0.48 5.76 5.76 5.76 29.03 -8.29 0.91 01/20/2017
Morningstar Portugal NR 12/22/2014 0.87 0.12 0.12 0.12 7.18 -13.33 -2.08 01/20/2017
Morningstar Russia NR 12/22/2014 -0.13 -1.34 -1.34 -1.34 89.37 -2.71 -2.20 01/20/2017
Morningstar Singapore NR 12/22/2014 0.31 5.75 5.75 5.75 22.47 -0.96 2.82 01/20/2017
Morningstar South Africa NR 12/22/2014 -0.55 2.82 2.82 2.82 54.16 1.30 1.28 01/20/2017
Morningstar Spain NR 12/22/2014 0.72 1.71 1.71 1.71 15.35 -8.71 1.80 01/20/2017
Morningstar Sweden NR 12/22/2014 1.87 2.46 2.46 2.46 18.80 -1.75 6.73 01/20/2017
Morningstar Switzerland NR 12/22/2014 0.53 2.00 2.00 2.00 8.64 -0.88 7.48 01/20/2017
Morningstar Taiwan NR 12/22/2014 0.31 3.24 3.24 3.24 33.46 4.10 7.10 01/20/2017
Morningstar Thailand NR 12/22/2014 0.38 1.98 1.98 1.98 33.66 5.90 7.41 01/20/2017
Morningstar Turkey NR 12/22/2014 1.92 -1.48 -1.48 -1.48 3.84 -5.85 -2.94 01/20/2017
Morningstar UK NR 12/22/2014 -0.07 0.48 0.48 0.48 13.01 -4.07 4.40 01/20/2017
Morningstar Qatar NR USD 06/22/2015 0.01 4.48 4.48 4.48 31.98 0.00 0.00 01/20/2017
Morningstar United Arab Emirates NR USD 06/22/2015 0.00 4.70 4.70 4.70 38.09 0.00 0.00 01/20/2017
Morningstar Australia Large-Mid Cap 11/15/2016 -0.69 4.15 4.15 4.15 35.03 1.25 3.91 01/20/2017
Morningstar Canada Large-Mid Cap 11/15/2016 0.89 2.51 2.51 2.51 47.90 0.05 2.42 01/20/2017
Morningstar Germany Large-Mid Cap 11/15/2016 0.86 2.67 2.67 2.67 20.37 -1.91 8.77 01/20/2017
Morningstar India Large-Mid Cap 11/15/2016 -1.21 2.06 2.06 2.06 14.74 8.08 6.19 01/20/2017
Morningstar Japan Large-Mid Cap 11/15/2016 0.54 2.23 2.23 2.23 17.83 4.09 8.46 01/20/2017
Morningstar US Market 07/03/2002 0.34 1.56 1.56 1.56 26.03 9.17 13.87 01/20/2017
Developed Markets
Morningstar Developed Markets ex-US 06/22/2015 0.47 2.12 2.12 2.12 19.47 -0.09 6.52 01/20/2017
Morningstar Developed Asia Pacific ex-Japan NR 12/22/2014 -0.50 4.37 4.37 4.37 29.26 1.10 4.08 01/20/2017
Morningstar Developed Americas NR 12/22/2014 0.37 1.59 1.59 1.59 26.35 7.92 12.33 01/20/2017
Morningstar Developed Asia Pacific NR 12/22/2014 0.21 2.87 2.87 2.87 21.09 3.03 6.82 01/20/2017
Morningstar Developed Europe ex-UK NR 12/22/2014 0.82 2.08 2.08 2.08 14.84 -1.83 7.27 01/20/2017
Morningstar Developed Europe NR 12/22/2014 0.57 1.62 1.62 1.62 14.33 -2.51 6.35 01/20/2017
Morningstar Developed Markets NR 12/22/2014 0.39 1.78 1.78 1.78 22.52 4.66 10.10 01/20/2017
Morningstar Dev Mkts ex-NA NR 05/01/2015 0.43 2.08 2.08 2.08 16.49 -0.70 6.41 01/20/2017
Morningstar Developed Markets Large Cap 07/08/2016 0.39 1.82 1.82 1.82 21.46 4.77 10.19 01/20/2017
Morningstar Developed Markets Large-Mid Cap 06/20/2016 0.39 1.83 1.83 1.83 22.54 5.01 10.52 01/20/2017
Morningstar Developed Markets Europe Large-Mid Cap 11/15/2016 0.57 1.60 1.60 1.60 14.90 -2.17 6.67 01/20/2017
Morningstar Developed Markets ex-US Large-Mid Cap 11/15/2016 0.47 2.13 2.13 2.13 19.13 -0.28 6.36 01/20/2017
Morningstar North America Large-Mid Cap 11/15/2016 0.36 1.66 1.66 1.66 25.96 8.54 12.99 01/20/2017
Morningstar Nordic Large-Mid Cap 11/15/2016 1.32 2.41 2.41 2.41 15.69 -0.17 8.22 01/20/2017
Emerging Markets
Morningstar Emerging Markets 06/22/2015 -0.09 3.33 3.33 3.33 31.32 0.65 1.43 01/20/2017
Morningstar Emerging Americas NR 12/22/2014 1.16 4.57 4.57 4.57 56.09 -4.96 -6.46 01/20/2017
Morningstar Emerging Asia NR 12/22/2014 -0.33 3.47 3.47 3.47 23.54 2.44 3.82 01/20/2017
Morningstar Emerging Europe NR 12/22/2014 0.35 0.08 0.08 0.08 51.07 -4.52 -2.11 01/20/2017
Morningstar Emerging Markets Americas Large-Mid Cap 11/15/2016 1.15 4.67 4.67 4.67 56.20 -4.92 -6.56 01/20/2017
Morningstar Emerging Markets Large-Mid Cap 11/15/2016 -0.10 3.40 3.40 3.40 31.71 0.61 1.15 01/20/2017
Regional Markets
Morningstar Global Markets 12/22/2014 0.34 1.95 1.95 1.95 24.05 4.65 9.55 01/20/2017
Morningstar National Bank Quebec 06/01/2011 0.47 1.20 1.20 1.20 20.66 11.01 14.85 01/20/2017
Morningstar Global Markets ex-US 06/22/2015 0.34 2.39 2.39 2.39 23.35 0.88 5.85 01/20/2017
Morningstar Asia ex-Japan NR 12/22/2014 -0.31 3.70 3.70 3.70 23.15 2.15 4.17