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Resources and Documentation
Document Library
Announcements
Investable Products
Explore the investable products tracking Morningstar Indexes.
Calculation & Methodology
Explore key calculation and methodology documents that explain our rules and guidelines for index construction.
Document Name | Subcategories | |
|---|---|---|
| Corporate Actions Methodology Standard | Calculation | |
| Corporate Actions Methodology Version A | Calculation | |
| Distance to Default Methodology | Definition | |
| Equity Exchange Closing Price | Calculation | |
| Equity Indexes Calculation Methodology | Calculation | |
| Equity Hedge Index Methodology | Calculation | |
| Equity Market Classification | Calculation | |
| Fundamental and Proprietary Data Methodology | Definition | |
| Global Equity Classification Structure | Definition | |
| Indexes Holiday Calendar | Calculation | |
| Quantitative Moat Score Normalization | Definition | |
| Reconstitution Schedule | Calculation | |
| Target Allocation Index Category Definitions | Definition | |
| Target Volatility Methodology | Calculation | |
| Withholding Tax Rate 2022 | Calculation |
Governance
Morningstar Indexes has a strong track record of providing high-quality and transparent indexes in line with our mission of empowering investor success. We have established a robust governance program in compliance with all applicable laws and regulations. Our governance policies and procedures, ensure the independence of our index development, effective conflict of interest management and ongoing, independent oversight.
Document Name | Subcategories | |
|---|---|---|
| IOSCO Statement of Compliance | Regulation | |
| Conflicts of Interest | Policy | |
| Index Recalculation Policy | Policy | |
| Methodology Change Policy | Policy | |
| Complaints Process | Policy | |
| Index Cessation Process | Policy | |
| Morningstar Indexes Markets Classification Updated 2021 | Policy | |
| Index Subcommittee of the Morningstar, Inc Board of Directors | Committees | |
| Index Oversight Committee | Committees | |
| Index Methodology Committee | Committees | |
| Index Product Committee | Committees |