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Morningstar Indexes are used as benchmarks, as the foundation for investable products, and as the starting universe for direct indexing portfolios.

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Benchmarking the Evergreen Fund Evolution

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Morningstar Leveraged Loan Monitor: Q3 2025

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Featured Announcements


Consultation: Par Amount Outstanding Criteria in the Morningstar LSTA US Term Loan Index
Fixed income

Consultation Results: Morningstar Style Index Methodology
Equity

30 Day Reminder: Index Name change Notice (US Leveraged Loan)
Fixed income

1 Week Reminder Index Name Change Notice Jan 30
Equity

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