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Morningstar indexes

Resources and Documentation

Document Library

Announcements

Review full versions of our index 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 MethodologyCalculation
Distance to Default MethodologyDefinition
Equity Exchange Closing PriceCalculation
Equity Indexes Calculation MethodologyCalculation
Equity Hedge Index MethodologyCalculation
Equity Market ClassificationCalculation
Fundamental and Proprietary Data MethodologyDefinition
Global Equity Classification StructureDefinition
Indexes Holiday CalendarCalculation
Quantitative Moat Score NormalizationDefinition
Reconstitution ScheduleCalculation
Target Allocation Index Category DefinitionsDefinition
Target Volatility MethodologyCalculation
Withholding Tax Rate 2021Calculation

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 ComplianceRegulation
Conflicts of InterestPolicy
Index Recalculation PolicyPolicy
Methodology Change PolicyPolicy
Complaints ProcessPolicy
Index Cessation ProcessPolicy
Index Subcommittee of the Morningstar, Inc Board of DirectorsCommittees
Index Oversight CommitteeCommittees
Index Methodology CommitteeCommittees
Index Product CommitteeCommittees