Home
  Index Performance
  Index Reports
 
  Knowledge Center
  Methodology
  Index FAQ
  Publications
  New & Noteworthy
  News
  Rebalancing Calendar
  Weekly Market Report
  Quarterly Market Report
  Indexes Yearbook 2005
  Resources
  Morningstar Index Brochure
  Next Generation of Indexes
  Index Factsheet
Licensing
 
Licensing Printer Friendly Report
Investment Product Creation
Consistent and stable methodology, objective rules, and a name that evokes trust and confidence among investors worldwide make the Morningstar Indexes perfect vehicles for creating index-linked investment products, such as funds, Exchange Traded Funds and derivatives.
 
Data Services and Distribution
 
Real-Time Distribution
Morningstar offers real-time values for all 16 Morningstar Indexes. Index values are distributed through leading data vendors and can also be found at http://indexes.morningstar.com.
 
Back History
The back history for Morningstar US Market Index and the Cap Indexes are available from December 1991 to the present. The back histories for all other indexes are available from June 1997 to the present.
 
Constituent Data Feeds
Constituent name, weights, prices, market cap as well as free-float values are available daily or monthly. A separate file with details on all corporate actions impacting the index constituents is also available each business day.
 
Index Data Feeds
More than 50 unique data elements including index closing values, total returns, risk statistics, sector breakdown and index level fundamental data are available electronically via FTP downloads or e-mail.
 
Index Values Price, Total Return
Update Frequency Daily, Monthly
Currency U.S. Dollars, Euro, British Pound and Yen
Delivery Formats XML and ASCII
Valuation Ratios Price/Earnings, Price/Projected Earnings, Price/Book Value, Price/Cash Flow Price/Sales, Dividend Yield
Growth Rates Historical Earnings, Projected Earnings (I/B/E/S), Sales, Cash Flow, Book Value
   
Internet Tools
The Morningstar Market BarometerSM is a web-based tool that allows instant analysis of performance trends. By rendering each index in varying shades of red and green according to the performance, market movements are clearly revealed. This tool can be incorporated on to a Web site, giving users an intuitive way to understand shifting patterns across the market in real time.
 
 
Licensing Contact
Sanjay Arya
312-696-6507
indexes@morningstar.com