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 -0.06 1.53 2.00 -3.17 2.03 4.30 7.11 05/24/2018
Morningstar Developed Markets Wide Moat Focus 04/28/2017 0.10 2.69 3.91 4.49 17.03 11.04 11.70 05/24/2018
Morningstar Canada Moat Focus 04/27/2017 -0.07 2.20 3.56 -4.10 8.32 3.86 3.19 05/24/2018
Morningstar Developed Markets Asia Pacific ex-Japan Moat Focus 04/27/2017 0.13 -0.32 0.35 -1.81 11.09 4.97 3.70 05/24/2018
Morningstar Developed Markets Europe Moat Focus 04/27/2017 -0.45 -1.49 0.57 -0.13 5.30 4.49 6.28 05/24/2018
Morningstar Developed Markets ex-US Moat Focus 04/27/2017 -0.37 -1.27 -0.09 -1.36 8.10 4.21 4.85 05/24/2018
Morningstar Developed Markets Moat Select 04/27/2017 -0.10 1.32 2.71 2.40 15.85 9.49 11.34 05/24/2018
Morningstar Emerging Markets Moat Focus 05/11/2017 0.10 -4.15 -2.54 -0.26 10.54 0.70 3.86 05/24/2018
Morningstar Global ex-Australia Moat Focus 05/11/2017 -0.04 0.91 2.42 3.00 16.83 9.36 11.44 05/24/2018
Morningstar Global ex-Japan Moat Focus 05/11/2017 -0.05 0.95 2.39 2.46 15.81 9.07 10.88 05/24/2018
Morningstar Global Markets Moat Focus 05/11/2017 -0.06 1.01 2.26 2.55 16.12 9.07 10.86 05/24/2018
Global Moat Focus
Morningstar Global Markets ex-India Wide Moat Focus 07/24/2017 0.02 1.85 2.64 2.77 13.88 10.05 11.03 05/24/2018
Morningstar Developed Markets ex-Australia Wide Moat Focus 10/12/2017 0.07 3.11 4.53 6.06 18.93 11.31 12.43 05/24/2018
Morningstar Global Wide Moat Focus 04/23/2018 -0.07 0.92 1.54 1.53 12.62 9.63 10.79 05/24/2018
Global Sector Moat Focus
Morningstar Global Basic Materials Moat Focus 02/06/2017 -0.37 1.37 2.93 -1.23 12.59 6.89 5.08 05/24/2018
Morningstar Global Communication Services Moat Focus 03/09/2017 -0.37 -4.45 -3.58 -3.27 3.80 1.87 6.07 05/24/2018
Morningstar Global Consumer Defensive Moat Focus 02/06/2017 0.29 -0.70 -2.09 -3.68 5.15 9.10 9.09 05/24/2018
Morningstar Global Consumer Cyclical Moat Focus 02/06/2017 0.09 1.98 3.86 6.49 17.62 8.96 12.00 05/24/2018
Morningstar Global Energy Moat Focus 03/09/2017 -0.42 6.60 18.92 11.41 28.64 3.70 2.29 05/24/2018
Morningstar Global Financial Services Moat Focus 03/09/2017 -0.36 -1.10 -0.67 0.52 16.54 7.81 10.38 05/24/2018
Morningstar Global Healthcare Moat Focus 03/06/2017 -0.06 1.84 3.57 2.85 6.37 2.18 11.99 05/24/2018
Morningstar Global Industrials Moat Focus 02/06/2017 -0.03 1.82 4.55 4.30 22.33 17.14 15.15 05/24/2018
Morningstar Global Real Estate Moat Focus 03/06/2017 0.79 1.34 2.70 1.57 8.40 6.07 6.94 05/24/2018
Morningstar Global Technology Moat Focus 03/06/2017 0.24 4.63 3.78 10.26 28.79 19.68 20.23 05/24/2018
Morningstar Global Utilities Moat Focus 02/06/2017 0.44 0.01 1.69 0.71 9.10 10.81 10.78 05/24/2018
Morningstar Developed Markets Real Estate Moat Focus 03/27/2017 0.79 1.36 2.62 1.37 12.49 7.33 7.74 05/24/2018
Morningstar Developed Markets Healthcare Moat Focus 03/27/2017 -0.07 1.96 3.62 2.98 7.36 3.13 11.86 05/24/2018
Morningstar Developed Markets Technology Moat Focus 03/27/2017 0.15 5.54 4.86 12.17 29.04 19.27 20.17 05/24/2018
Morningstar US Consumer Cyclical Moat Focus 04/17/2017 0.63 2.96 3.40 6.42 17.82 9.09 15.03 05/24/2018
Morningstar US Consumer Defensive Moat Focus 04/17/2017 0.05 -0.65 -3.68 -5.61 1.21 8.01 12.02 05/24/2018
Morningstar US Financial Services and Real Estate Moat Focus 04/17/2017 -0.33 1.90 1.65 1.97 26.90 14.94 15.69 05/24/2018
Morningstar US Financial Services Moat Focus 04/17/2017 -0.29 2.31 2.02 1.70 24.19 14.72 16.08 05/24/2018
Morningstar US Technology and Communication Services Moat Focus 04/17/2017 0.07 5.37 5.53 13.60 29.18 18.00 19.80 05/24/2018
Morningstar US Healthcare Moat Focus 04/17/2017 -0.19 1.38 3.17 2.18 9.58 3.68 12.75 05/24/2018
Morningstar US Industrials Moat Focus 04/27/2017 0.26 3.11 3.88 4.14 23.33 16.60 16.40 05/24/2018
Morningstar US Basic Materials and Energy Moat Focus 04/17/2017 -0.70 4.89 10.98 5.06 22.03 9.02 8.23 05/24/2018
Morningstar US Technology Moat Focus 04/17/2017 0.15 5.58 5.97 13.90 29.39 18.23 19.86 05/24/2018
Morningstar US Utilities Moat Focus 04/17/2017 0.71 -1.66 0.37 -3.19 -0.48 11.21 11.62 05/24/2018
Morningstar Developed Markets Basic Materials Moat Focus 04/19/2017 -0.42 2.00 2.71 -2.50 10.12 6.63 6.87 05/24/2018
Morningstar Developed Markets Communication Services Moat Focus 04/19/2017 -0.36 -3.49 -1.82 -3.28 1.74 2.18 7.64 05/24/2018
Morningstar Developed Markets Consumer Cyclical Moat Focus 04/19/2017 0.12 2.01 3.55 5.78 17.95 10.03 13.17 05/24/2018
Morningstar Developed Markets Consumer Defensive Moat Focus 04/19/2017 0.21 0.14 -0.86 -2.61 4.75 8.41 9.45 05/24/2018
Morningstar Developed Markets Energy Moat Focus 04/19/2017 -0.53 5.77 17.73 10.52 28.38 3.99 2.67 05/24/2018
Morningstar Developed Markets Financial Services and Real Estate Moat Focus 04/17/2017 -0.32 -1.32 -1.56 -4.48 11.80 8.43 10.81 05/24/2018
Morningstar Developed Markets Financial Services Moat Focus 04/19/2017 -0.39 -0.70 -0.34 -0.51 15.89 8.91 11.10 05/24/2018
Morningstar Developed Markets Industrials Moat Focus 04/19/2017 0.11 3.57 5.93 6.59 25.43 18.81 16.28 05/24/2018
Morningstar Developed Markets Technology and Communication Services Moat Focus 04/17/2017 0.06 2.05 2.90 11.58 23.21 13.79 15.04 05/24/2018
Morningstar Developed Markets Utilities Moat Focus 04/19/2017 0.49 -1.17 0.27 -3.30 1.30 8.88 10.23 05/24/2018
Morningstar Global Financial Services and Real Estate Moat Focus 05/11/2017 -0.15 -0.76 0.24 0.57 18.03 8.24 10.26 05/24/2018
Morningstar Developed Markets Basic Materials and Energy Moat Focus 04/27/2017 -0.48 3.69 8.36 1.82 15.61 5.05 2.61 05/24/2018
Morningstar Global Basic Materials and Energy Moat Focus 05/11/2017 -0.53 2.32 8.00 2.07 15.33 5.54 2.92 05/24/2018
Morningstar Global Markets Technology and Communication Services Moat Focus 05/11/2017 0.18 0.56 1.44 8.24 19.66 12.27 13.46 05/24/2018
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 -1.97 3.24 11.80 -1.44 -10.08 -9.75 -4.15 05/24/2018
Morningstar Dividend Yield Focus 01/10/2010 -0.44 0.86 0.86 -4.52 5.40 7.17 8.24 05/24/2018
Morningstar Canada Target Dividend 02/06/2012 -0.27 1.12 3.23 -5.54 6.01 0.68 -0.04 05/24/2018
Morningstar US Target Dividend 02/06/2012 0.16 1.44 0.45 -1.64 13.11 8.30 9.99 05/24/2018
Morningstar Dividend Yield Focus - CAD Hedged 05/25/2012 -0.45 0.81 0.75 -5.11 4.27 6.48 7.97 05/24/2018
Morningstar US REIT 11/30/2012 -0.25 1.51 1.97 -4.72 -0.70 4.42 5.60 05/24/2018
Morningstar US Dividend Growth 04/07/2014 -0.16 2.62 2.56 0.65 15.05 11.64 12.38 05/24/2018
Morningstar Dividend Yield Focus CAD 01/02/2015 -0.31 1.48 0.90 -1.71 1.14 8.92 13.17 05/24/2018
Morningstar Australia Dividend Yield Focus 01/15/2016 0.02 1.30 2.32 -4.77 1.65 1.69 5.42 05/24/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index TR 04/07/2016 -0.16 0.43 0.52 -1.29 5.09 2.64 2.73 05/24/2018
Morningstar Developed Markets Dividend Yield Focus 12/21/2015 -0.35 0.22 0.67 -5.32 1.00 4.76 5.62 05/24/2018
Morningstar Global ex-US Dividend Growth 12/21/2015 -0.04 -0.25 1.01 -1.22 8.03 4.45 6.33 05/24/2018
Morningstar Developed Markets Large Cap Dividend Leaders 12/18/2015 -0.36 -1.43 -0.06 -3.40 6.22 5.91 6.74 05/24/2018
Morningstar Australia REIT 09/14/2016 1.27 3.36 6.23 -2.32 7.59 6.87 4.65 05/24/2018
Morningstar Canada REIT 09/14/2016 0.26 2.88 3.49 1.40 14.43 5.89 1.16 05/24/2018
Morningstar Developed Markets REIT 09/14/2016 0.01 0.93 1.84 -3.16 1.97 4.52 5.73 05/24/2018
Morningstar Developed Markets ex-US REIT 09/14/2016 0.59 -0.39 1.48 0.41 9.31 4.58 5.49 05/24/2018
Morningstar Emerging Markets REIT 09/14/2016 0.51 -6.91 -4.91 -12.72 -5.27 -1.97 -2.47 05/24/2018
Morningstar Global Markets REIT 09/14/2016 0.02 0.71 1.66 -3.43 1.77 4.35 5.49 05/24/2018
Morningstar Global Markets ex-US REIT 09/14/2016 0.59 -0.93 0.95 -0.75 8.02 4.03 4.80 05/24/2018
Morningstar Japan REIT 09/14/2016 0.75 1.48 1.24 10.10 6.69 5.44 6.97 05/24/2018
Morningstar Singapore REIT 09/14/2016 0.77 -3.84 -3.04 -4.34 12.52 6.34 4.49 05/24/2018
Morningstar UK REIT 09/14/2016 0.29 -3.69 -0.70 -0.44 11.45 -4.45 5.56 05/24/2018
Morningstar Dividend Yield Focus Target Volatility 5 Index ER 12/06/2016 -0.17 0.27 0.16 -2.11 3.35 1.60 2.00 05/24/2018
Morningstar US Dividend Yield Focus 50 Equal Weighted Index 12/29/2016 0.23 1.80 2.80 -0.85 10.43 9.96 11.74 05/24/2018
Morningstar Global Markets ex-Japan REIT 04/25/2017 -0.04 0.65 1.69 -4.36 1.41 4.28 5.41 05/24/2018
Morningstar Developed Markets Dividend Yield Focus 50 10/02/2017 -0.17 0.74 1.67 -4.99 4.23 4.47 6.76 05/24/2018
Morningstar Singapore REIT Yield Focus 09/25/2017 0.56 -4.03 -3.23 -4.29 13.17 5.66 4.26 05/24/2018
Morningstar US Dividend and Buyback 09/25/2017 -0.19 2.59 2.60 0.33 13.10 9.57 12.16 05/24/2018
Morningstar US Dividend Yield Focus UCITS TR USD 11/13/2017 -0.44 0.86 0.86 -4.52 5.41 7.19 8.52 05/24/2018
Morningstar Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.46 -0.43 -0.27 0.71 10.21 4.36 4.88 05/24/2018
Morningstar Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.34 -0.22 -0.11 0.22 10.55 3.89 3.78 05/24/2018
Morningstar Asia ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.33 -1.24 -0.99 2.30 12.29 3.25 3.83 05/24/2018
Morningstar Canada Dividend Yield Focus GR USD 11/28/2017 -0.35 1.67 2.02 -7.61 4.03 1.12 0.79 05/24/2018
Morningstar China Dividend Yield Focus GR USD 11/28/2017 0.50 0.44 3.04 4.90 22.39 2.11 6.41 05/24/2018
Morningstar Asia Dividend Yield Focus GR USD 11/28/2017 0.47 -0.96 -0.93 2.28 11.50 4.31 6.47 05/24/2018
Morningstar Developed Markets Asia Pacific Dividend Yield Focus GR USD 11/28/2017 0.38 0.60 1.54 1.15 9.60 5.31 4.95 05/24/2018
Morningstar Developed Markets Asia Pacific ex-Japan Dividend Yield Focus GR USD 11/28/2017 0.34 -0.03 1.09 -2.50 8.07 3.59 3.18 05/24/2018
Morningstar Developed Markets Europe Dividend Yield Focus GR USD 11/28/2017 -0.16 -1.50 -0.62 -4.47 -4.02 -0.31 2.57 05/24/2018
Morningstar Developed Markets ex-Japan Dividend Yield Focus GR USD 11/28/2017 -0.33 0.21 0.83 -4.92 2.79 3.62 4.77 05/24/2018
Morningstar Developed Markets ex-US Dividend Yield Focus GR USD 11/29/2017 -0.06 -0.55 -0.11 -5.78 0.56 1.83 3.00 05/24/2018
Morningstar Emerging Markets Asia Dividend Yield Focus GR USD 11/29/2017 0.24 -1.22 -2.04 2.45 12.22 3.21 3.58 05/24/2018
Morningstar Emerging Markets Dividend Yield Focus GR USD 11/29/2017 0.22 -2.95 -5.05 -1.19 10.53 2.02 1.42 05/24/2018
Morningstar Europe Dividend Yield Focus GR USD 11/29/2017 -0.14 -1.56 -0.72 -4.45 -2.65 0.81 3.11 05/24/2018
Morningstar Eurozone Dividend Yield Focus GR USD 11/30/2017 -0.28 -2.45 0.07 -1.25 3.90 5.33 8.06 05/24/2018
Morningstar Global Markets Dividend Yield Focus GR USD 11/30/2017 -0.23 -0.23 -0.03 -5.03 2.59 2.84 4.21 05/24/2018
Morningstar Global ex-Japan Dividend Yield Focus GR USD 11/30/2017 -0.24 -0.22 0.02 -5.13 2.61 2.79 4.06 05/24/2018
Morningstar Global Markets ex-US Dividend Yield Focus GR USD 11/30/2017 0.04 -0.94 -0.80 -4.64 3.31 1.82 3.17 05/24/2018
Morningstar Germany Dividend Yield Focus GR USD 11/30/2017 -0.46 -1.48 0.63 -0.90 12.73 10.14 10.06 05/24/2018
Morningstar Hong Kong Dividend Yield Focus GR USD 11/30/2017 0.13 0.38 2.29 3.13 16.50 5.91 9.09 05/24/2018
Morningstar India Dividend Yield Focus GR USD 11/30/2017 1.09 -5.11 -0.58 -1.28 11.01 6.10 8.15 05/24/2018
Morningstar Japan Dividend Yield Focus GR USD 11/30/2017 0.42 2.39 0.78 4.89 13.86 12.52 13.74 05/24/2018
Morningstar Korea Dividend Yield Focus GR USD 11/30/2017 1.30 -1.65 -1.74 -0.98 8.49 1.51 7.34 05/24/2018
Morningstar Nordic Dividend Yield Focus GR USD 11/30/2017 0.17 -1.02 1.01 0.46 4.78 5.32 6.81 05/24/2018
Morningstar UK Dividend Yield Focus GR USD 11/30/2017 -0.53 -1.78 2.66 -1.20 -1.55 -1.60 2.12 05/24/2018
Morningstar US Dividend Valuation 04/23/2018 -0.16 1.10 0.83 -1.60 11.83 11.89 11.66 05/24/2018
Morningstar Dividend Leaders 05/03/2006 -0.07 1.65 1.63 -3.70 4.93 10.20 10.15 05/24/2018
Morningstar Dividend Composite 05/03/2006 -0.16 1.90 1.76 -1.40 10.49 10.52 11.42 05/24/2018
Factor-Based