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Resources and Documentation

Document Library

Announcements

Review full versions of our index announcements.

Calculation & Methodology

Explore key calculation and methodology documents that explain our rules and guidelines for index construction.

Document Name
Subcategories
File
Corporate Actions MethodologyCalculation
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Distance to Default MethodologyDefinition
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Equity Exchange Closing PriceCalculation
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Equity Indexes Calculation MethodologyCalculation
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Equity Hedge Index MethodologyCalculation
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Equity Market ClassificationCalculation
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Fundamental and Proprietary Data MethodologyDefinition
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Global Equity Classification StructureDefinition
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Indexes Holiday CalendarCalculation
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Quantitative Moat Score NormalizationDefinition
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Reconstitution ScheduleCalculation
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Target Allocation Index Category DefinitionsDefinition
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Target Volatility MethodologyCalculation
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Withholding Tax Rate 2021Calculation
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Document Name
Subcategories
File
Corporate Actions MethodologyCalculation
View
Download
Distance to Default MethodologyDefinition
View
Download
Equity Exchange Closing PriceCalculation
View
Download
Equity Indexes Calculation MethodologyCalculation
View
Download
Equity Hedge Index MethodologyCalculation
View
Download
Equity Market ClassificationCalculation
View
Download
Fundamental and Proprietary Data MethodologyDefinition
View
Download
Global Equity Classification StructureDefinition
View
Download
Indexes Holiday CalendarCalculation
View
Download
Quantitative Moat Score NormalizationDefinition
View
Download
Reconstitution ScheduleCalculation
View
Download
Target Allocation Index Category DefinitionsDefinition
View
Download
Target Volatility MethodologyCalculation
View
Download
Withholding Tax Rate 2021Calculation
View
Download

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
File
IOSCO Statement of ComplianceRegulation
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Conflicts of InterestPolicy
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Index Recalculation PolicyPolicy
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Methodology Change PolicyPolicy
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Complaints ProcessPolicy
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Index Cessation ProcessPolicy
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Morningstar Indexes Markets Classification Updated 2021 Policy
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Index Subcommittee of the Morningstar, Inc Board of DirectorsCommittees
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Index Oversight CommitteeCommittees
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Index Methodology CommitteeCommittees
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Index Product CommitteeCommittees
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Document Name
Subcategories
File
IOSCO Statement of ComplianceRegulation
View
Download
Conflicts of InterestPolicy
View
Download
Index Recalculation PolicyPolicy
View
Download
Methodology Change PolicyPolicy
View
Download
Complaints ProcessPolicy
View
Download
Index Cessation ProcessPolicy
View
Download
Morningstar Indexes Markets Classification Updated 2021 Policy
View
Download
Index Subcommittee of the Morningstar, Inc Board of DirectorsCommittees
View
Download
Index Oversight CommitteeCommittees
View
Download
Index Methodology CommitteeCommittees
View
Download
Index Product CommitteeCommittees
View
Download
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