Morningstar Thematic Consensus Indexes
A Market Driven View of Thematic Relevance
Key Features
Morningstar Thematic Consensus Indexes
Delivering a market-driven view of thematic relevancy through an objective scoring model that leverages public fund holdings data to identify the stocks most commonly held in funds mapped to the targeted theme.
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| Captures a market-driven view An objective scoring model leverages public fund holdings data to identify the stocks most commonly held in funds mapped to the targeted theme based on Morningstar's thematic fund taxonomy. |
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| A clear, focused approach To strengthen focus, transparent methodology orients the index portfolio toward the stocks most closely aligned to the theme and away from stocks associated with multiple unrelated themes. |
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| Built for scale Liquidity screens and turnover buffers combined with weighting driven by float adjusted market cap and thematic exposure support high investment capacity and mitigate unnecessary turnover. |
Analysis
A Unique, Objective Framework for Delivering Thematic Exposure
It can be challenging to benchmark thematic funds or identify which companies are most relevant to a given theme. The Morningstar Thematic Consensus Indexes help investors address these challenges by applying an objective framework to target companies widely associated with a specific theme based on fund holdings data.
Available Themes
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| Artificial Intelligence & Big Data | Food | Wellness | Cyber Security | Future Mobility |
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| Cloud Computing | Digital Economy | Life Sciences | Battery Technology | Energy Transition |
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| Resource Management | Space | Fintech | Robotics & Automation | Nanotechnology & New Materials |
Related Indexes
Morningstar Thematic Indexes
Delivering unparalleled thematic purity across a range of durable themes by drawing on the in-depth knowledge and forward-looking insights of Morningstar’s equity research team
Insights from the Leading Edge
We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research.