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Index FAQ Printer Friendly Report
About the Indexes Methodology Product Availability
Do you license your indexes?
Does Morningstar offer custom benchmarks?
What data are available?
 
Do you license your indexes?
Yes. Morningstar indexes can be licensed for a variety of purposes ranging from internal data use to index fund and ETF. Please see Licensing for complete licensing and contact information.
 
Does Morningstar offer custom benchmarks?
Yes. For clients who want custom benchmarks targeted to reflect a specific asset allocation, Morningstar can create unique weightings of various combinations of its 9-segment style indexes. These may be licensed and distributed on a daily or monthly basis.
 
What data are available?
For a complete list of available data, please see Licensing.
 
     
     
Data Type Frequency Description
Price index values (USD) Real-time Price only index values are calculated during normal business hours in U.S. 8:30 AM to 4:30 PM EST
Index total returns (USD, Euro, Pounds Sterling & Yen) End-of-day Total return (with dividends reinvested) are calculated at the close of each business day in USD, Euro, British Pounds and Yen
Index constituents End-of-day Index constituents for all 16 indexes, along with the component weights, prices, market caps and float
Corporate actions End-of-day A file with all relevant corporate actions. (e.g. name change, ticker change, exchange change, mergers, bankruptcies)
Index level fundamental data Monthly Average portfolio statistics for each index, including the following: p/e, p/b, p/c, dividend yield, market cap, earnings growth rates
Historical returns and constituents   Price and total returns (broad market and cap indexes since 1/1/92, style since 7/1/97)