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 -0.34 1.40 -0.27 5.93 1.30 6.45 11.56 08/18/2017
Morningstar Developed Markets Wide Moat Focus 04/28/2017 -0.93 -1.17 0.59 14.08 16.03 9.00 13.03 08/17/2017
Morningstar Canada Moat Focus 04/27/2017 0.06 -2.37 0.85 6.92 10.99 -1.18 5.01 08/17/2017
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 -0.27 0.17 4.37 22.40 13.79 -0.17 6.69 08/17/2017
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.10 0.70 3.85 21.68 22.62 3.59 9.05 08/17/2017
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.10 -0.08 3.79 22.75 22.93 0.34 7.13 08/17/2017
Morningstar Developed Markets Moat Select 04/27/2017 -0.91 -1.65 0.88 16.25 19.01 6.54 13.05 08/17/2017
Morningstar Emerging Markets Moat Focus 05/11/2017 -0.40 -0.68 5.29 25.17 18.13 -0.34 5.26 08/17/2017
Morningstar Global ex-Australia Moat Focus 05/11/2017 -0.92 -1.57 1.12 16.18 19.28 7.04 12.84 08/17/2017
Morningstar Global ex-Japan Moat Focus 05/11/2017 -0.91 -1.49 1.20 15.89 18.63 6.66 12.49 08/17/2017
Morningstar Global Markets Moat Focus 05/11/2017 -0.89 -1.39 1.48 16.31 18.43 6.63 12.40 08/17/2017
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 -0.74 -0.67 1.37 15.88 16.69 9.46 13.05 08/17/2017
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 -0.62 -1.35 0.93 16.76 14.73 1.46 5.49 08/17/2017
Morningstar Global Communication Services Moat Focus 03/09/2017 -0.49 -0.13 4.82 14.17 6.64 3.00 8.95 08/17/2017
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 -0.23 1.20 3.13 19.98 8.80 11.02 12.53 08/17/2017
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 -0.90 -3.41 -1.89 16.08 17.28 5.31 13.72 08/17/2017
Morningstar Global Energy Moat Focus 03/09/2017 -0.94 -6.32 -2.51 -12.67 -5.72 -13.81 -3.01 08/17/2017
Morningstar Global Financial Services Moat Focus 03/09/2017 -1.05 -1.61 3.02 16.76 33.52 7.73 13.01 08/17/2017
Morningstar Global Healthcare Moat Focus 03/06/2017 -0.67 -2.41 -2.73 14.13 7.28 8.46 16.26 08/17/2017
Morningstar Global Industrials Moat Focus 02/06/2017 -0.83 -1.06 0.86 16.94 26.38 13.31 15.65 08/17/2017
Morningstar Global Real Estate Moat Focus 03/06/2017 0.07 1.61 5.79 16.30 4.30 7.51 9.73 08/17/2017
Morningstar Global Technology Moat Focus 03/06/2017 -1.42 0.04 4.97 29.80 27.59 15.89 19.18 08/17/2017
Morningstar Global Utilities Moat Focus 02/06/2017 -0.27 0.75 4.51 18.30 16.97 10.80 12.14 08/17/2017
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.09 1.64 5.80 16.25 4.25 7.66 9.61 08/17/2017
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 -0.72 -2.11 -2.29 15.65 8.73 9.32 15.96 08/17/2017
Morningstar Developed Markets Technology Moat Focus 03/27/2017 -1.52 -0.30 3.85 26.60 27.32 15.32 19.27 08/17/2017
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 -1.47 -3.20 -1.28 11.93 12.39 9.73 17.25 08/17/2017
Morningstar US Consumer Defensive Moat Focus 04/17/2017 -0.73 0.65 1.38 9.04 2.52 13.38 15.69 08/17/2017
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 -1.88 -2.49 0.35 8.52 26.14 11.82 17.53 08/17/2017
Morningstar US Financial Services Moat Focus 04/17/2017 -1.71 -1.87 0.84 10.60 33.47 13.41 18.74 08/17/2017
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 -1.88 -1.91 1.26 20.41 18.09 13.52 17.37 08/17/2017
Morningstar US Healthcare Moat Focus 04/17/2017 -1.32 -3.83 -3.29 12.79 6.64 9.27 16.69 08/17/2017
Morningstar US Industrials Moat Focus 04/27/2017 -1.65 -1.71 -2.07 8.34 19.16 12.03 16.91 08/17/2017
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 -1.85 -3.54 -2.04 1.23 9.06 -3.28 6.34 08/17/2017
Morningstar US Technology Moat Focus 04/17/2017 -1.79 -1.82 1.14 22.35 23.45 14.28 17.88 08/17/2017
Morningstar US Utilities Moat Focus 04/17/2017 -0.77 1.23 3.29 12.45 14.05 15.69 14.80 08/17/2017
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 -0.80 -0.78 0.57 14.39 11.69 3.90 8.39 08/17/2017
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.59 -1.10 2.67 11.76 2.48 4.82 10.52 08/17/2017
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 -0.91 -3.09 -1.33 17.25 19.13 7.56 15.24 08/17/2017
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 -0.25 1.02 2.07 17.70 7.36 11.06 12.67 08/17/2017
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -0.99 -6.47 -2.57 -12.72 -5.92 -13.09 -2.31 08/17/2017
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 -1.01 -0.95 3.68 18.30 29.12 9.38 14.65 08/17/2017
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 -1.09 -1.87 2.27 15.73 32.05 8.15 14.32 08/17/2017
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 -0.83 -1.05 0.64 17.42 27.76 14.21 16.13 08/17/2017
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 -1.41 -1.53 2.33 19.85 14.80 9.53 14.11 08/17/2017
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 -0.54 1.39 3.28 13.95 14.53 10.71 12.78 08/17/2017
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 -1.02 -0.75 4.30 18.73 28.60 7.64 12.81 08/17/2017
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 -0.76 -1.83 0.44 8.08 13.15 -7.33 1.36 08/17/2017
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 -0.72 -2.79 -0.06 11.33 16.83 -6.55 1.87 08/17/2017
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 -1.17 -0.21 4.85 23.89 18.16 9.48 13.71 08/17/2017
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 -0.61 -9.13 -8.20 -11.66 -9.39 -14.10 -0.76 08/17/2017
Morningstar Dividend Yield Focus 01/10/2010 -1.33 -1.24 0.39 3.31 4.76 7.64 10.42 08/17/2017
Morningstar Canada Target Dividend 02/06/2012 0.03 -2.51 -0.24 6.67 8.27 -5.57 0.66 08/17/2017
Morningstar US Target Dividend 02/06/2012 -1.38 -1.81 -0.45 7.80 5.29 6.66 10.97 08/17/2017
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 -1.35 -1.29 0.21 2.94 4.24 7.29 10.46 08/17/2017
Morningstar US REIT 11/30/2012 -0.66 -1.25 -0.01 4.71 -0.89 7.42 9.50 08/17/2017
Morningstar US Dividend Growth 04/07/2014 -1.47 -1.00 0.18 9.83 14.09 10.71 13.36 08/17/2017
Morningstar Dividend Yield Focus CAD 01/02/2015 -1.75 -0.11 -2.23 -2.56 3.03 13.07 16.01 08/17/2017
Morningstar Australia Dividend Yield Focus 01/15/2016 0.16 1.19 -1.17 3.53 5.46 3.44 9.48 08/18/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 -0.99 -0.95 0.04 1.41 2.07 1.45 3.06 08/17/2017
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 -0.59 -0.98 -0.03 9.24 8.76 3.72 8.39 08/17/2017
Morningstar Global ex-US Dividend Growth 12/21/2015 0.12 -0.23 1.79 16.05 12.33 3.91 8.29 08/17/2017
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.56 -1.51 0.60 9.28 14.09 3.32 9.37 08/17/2017
Morningstar Australia REIT 09/14/2016 0.95 2.08 6.13 8.52 -2.95 4.46 6.50 08/17/2017
Morningstar Canada REIT 09/14/2016 0.26 -0.23 2.22 9.21 2.59 0.27 -0.90 08/17/2017
Morningstar Developed Markets REIT 09/14/2016 -0.28 -0.82 0.81 5.97 -1.30 6.19 8.84 08/17/2017
Morningstar Developed Markets ex-US REIT 09/14/2016 0.60 0.23 3.67 9.97 -0.81 2.92 7.50 08/17/2017
Morningstar Emerging Markets REIT 09/14/2016 0.08 0.13 2.06 14.46 2.82 0.14 1.46 08/17/2017
Morningstar Global Markets REIT 09/14/2016 -0.27 -0.80 0.85 6.19 -1.19 6.02 8.62 08/17/2017
Morningstar Global Markets ex-US REIT 09/14/2016 0.55 0.22 3.53 10.34 -0.52 2.69 7.00 08/17/2017
Morningstar Japan REIT 09/14/2016 1.40 -0.59 2.32 -1.50 -12.66 2.21 8.47 08/17/2017
Morningstar Singapore REIT 09/14/2016 0.64 -0.08 3.89 25.49 9.56 5.58 7.90 08/17/2017
Morningstar UK REIT 09/14/2016 -0.14 -1.75 1.51 10.10 5.18 -4.20 6.52 08/17/2017
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -1.00 -1.00 -0.13 0.66 0.98 0.81 2.55 08/17/2017
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 -1.26 -2.01 -0.13 5.14 8.93 10.25 13.42 08/17/2017
Morningstar Global Markets ex-Japan REIT 04/25/2017 -0.40 -0.81 0.74 6.82 -0.21 6.31 8.67 08/17/2017
Morningstar Developed Markets Dividend Yield Focus 50 07/18/2017 0.00 0.00 0.00 0.00 0.00 0.00 0.00 01/01/1900
Morningstar Dividend Leaders 05/03/2006 -1.37 -1.61 -0.16 3.03 5.85 10.30 12.37 08/17/2017
Morningstar Dividend Composite 05/03/2006 -1.47 -1.54 -0.25 6.94 12.51 10.07 13.06 08/17/2017
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 -1.64 -2.59 -1.06 5.48 13.39 8.51 13.39 08/17/2017
Morningstar Canada Target Value 02/06/2012 -0.79 0.35 1.04 1.70 9.59 0.51 8.94 08/17/2017
Morningstar Canada Target Momentum 02/06/2012 0.22 -0.43 3.96 8.29 3.76 -1.84 4.44 08/17/2017
Morningstar Developed Markets ex-US Factor Tilt 06/22/2015 0.15 -0.41 3.03 16.37 19.41 4.28 9.34 08/17/2017
Morningstar Emerging Markets Factor Tilt 06/22/2015 0.35 -0.53 4.21 22.35 19.13 3.08 5.44 08/17/2017
Morningstar US Target Momentum 09/16/2013 -1.57 -0.87 1.57 6.22 11.76 5.89 12.37 08/17/2017
Morningstar US Target Value 09/16/2013 -2.21 -6.27 -5.00 -9.04 4.97 2.48 14.67 08/17/2017
Morningstar Developed Markets ex-North America Target Momentum 11/03/2014 0.28 0.47 3.91 23.99 16.81 9.94 15.86 08/17/2017
Morningstar Emerging Markets Target Momentum 10/01/2014 0.34 -0.25 7.35 24.53 14.83 7.13 11.60 08/17/2017
Morningstar Developed Markets ex-North America Target Value 11/03/2014 0.18 0.23 5.13 22.36 32.35 7.20 13.93 08/17/2017
Morningstar Emerging Markets Target Value 10/01/2014 0.55 -0.41 5.43 28.15 27.98 7.49 10.29 08/17/2017
Morningstar Emerging Markets Equal Country Weighted 09/30/2014 -1.08 -1.03 3.81 17.53 10.00 -0.90 1.72 08/17/2017
Morningstar Developed Markets ex-US Factor Tilt Hedged 06/22/2015 -0.31 0.19 1.45 9.42 22.09 8.86 12.85 08/17/2017
Morningstar Emerging Markets Factor Tilt Hedged 06/19/2015 0.22 -0.23 3.43 17.41 17.32 5.65 6.76 08/17/2017
Morningstar Brazil Target Momentum 09/21/2015 -0.71 3.19 17.02 27.85 23.90 -0.55 -0.54 08/17/2017
Morningstar North America 100 Equal Weight 06/22/2015 -1.44 -1.53 0.88 9.86 13.29 8.78 13.27 08/17/2017
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 0.58 0.68 5.06 14.63 13.68 0.16 3.82 08/17/2017
Morningstar Austria NR 12/22/2014 -0.25 -0.23 6.47 37.26 48.27 8.83 9.80 08/17/2017
Morningstar Belgium NR 12/22/2014 0.21 -0.82 6.33 18.24 9.97 7.01 12.15 08/17/2017
Morningstar Brazil NR 12/22/2014 -0.66 1.78 13.17 17.13 16.82 -5.02 -3.67 08/17/2017
Morningstar Canada NR 12/22/2014 0.10 -1.86 1.80 5.50 6.52 -3.45 1.70 08/17/2017
Morningstar Chile NR 12/22/2014 0.04 1.67 10.87 26.07 25.23 4.58 -2.10 08/17/2017
Morningstar China NR 12/22/2014 0.17 0.68 7.58 26.99 23.23 6.20 9.63 08/17/2017
Morningstar Colombia NR 12/22/2014 -0.33 0.26 3.66 12.20 9.68 -15.22 -8.14 08/17/2017
Morningstar Czech Republic NR 12/22/2014 0.82 3.03 9.42 30.04 25.69 -1.28 -1.34 08/17/2017
Morningstar Denmark NR 12/22/2014 -0.07 0.07 4.71 28.89 16.91 9.36 16.44 08/17/2017
Morningstar Egypt NR 12/22/2014 -0.25 -0.76 0.39 7.72 -19.60 -14.40 -1.36 08/17/2017
Morningstar Finland NR 12/22/2014 0.14 0.30 2.06 22.21 21.12 7.15 14.82 08/17/2017
Morningstar France NR 12/22/2014 -0.13 0.81 3.61 22.07 25.98 6.34 10.98 08/17/2017
Morningstar Germany NR 12/22/2014 -0.09 0.39 2.80 19.16 19.53 5.74 10.56 08/17/2017
Morningstar Greece NR 12/22/2014 -1.36 1.23 2.82 37.78 54.22 -22.82 -3.75 08/17/2017
Morningstar Hong Kong NR 12/22/2014 -0.33 -0.47 3.19 22.33 15.13 4.66 9.62