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Index Resources & Documentation


Announcement: Retirement of the 4pm variants of Morningstar Fixed Income and Multi-Asset Indexes
Fixed income

Morningstar Equity Indexes Pricing Consultation
Equity

Consultation Results: IPO Treatment for Morningstar Exponential Technologies & Morningstar Global AI Indexes
Equity

30-Day Notice of Transition to Morningstar’s New FTP Platform
Equity

Document Library

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16216 Documents

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Morningstar Global Leveraged Loan 70-30 Currency Hedged Index Rulebook

10/06/26

Rulebook

Morningstar Leveraged Loan Custom

Fixed Income

Announcement: Retirement of the 4pm variants of Morningstar Fixed Income and Multi-Asset Indexes

06/30/26

Index Cessation

—

Fixed Income, Multi Asset

Morningstar Transatlantic Sustainable Development Goals Select 40

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Sustainable Development Goals Focus 40

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Paris Aligned Benchmark Select 80

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Paris Aligned Benchmark Select 50

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Gender Diversity Select 100

06/27/26

ESG Benchmark Statement

Morningstar Gender Diversity

Equity

Morningstar Transatlantic ESG Select 40 Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic ESG Screened Select 100

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Auto Banks Luxury Tech and Telecom ESG Screened Select 60

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Auto Banks Luxury Tech & Telecom ESG Screened Select 60 Capped Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sector and Industry

Equity

Morningstar TME Paris Aligned Benchmark Sustainability Select Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Sustainability Moat Focus Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Sustainability Leaders Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Renewable Energy Series

06/27/26

ESG Benchmark Statement

Morningstar Thematic

Equity

Morningstar Renewable Energy Select 30 Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Paris Aligned Benchmark Select Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Large Cap Target Market Exposure Paris Aligned Benchmark Select Series

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Global Target Market Exposure Paris Aligned Benchmark Select & Morningstar US Small Cap Target Market Exposure Paris Aligned Benchmark Select

06/27/26

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Global Emerging Green Technologies Select 30

06/27/26

ESG Benchmark Statement

Morningstar Thematic

Equity

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