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Change in Exclusions for the Morningstar EU Paris Aligned & Climate Transition Benchmarks Index Family
Equity

Consultation Results: Morningstar US Dividend Valuation Index
Equity

1 Day Reminder: Consultation on the Morningstar Global Artificial Intelligence Select Index
Equity

1 Day Reminder: Exclusion of Non-Rated Loans in the Morningstar LSTA US Term Loan Index
Fixed income

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Change in Exclusions for the Morningstar EU Paris Aligned & Climate Transition Benchmarks Index Family

10/16/25

Client Consultation

—

Equity

Consultation Results: Morningstar US Dividend Valuation Index

10/16/25

Client Consultation

—

Equity

1 Day Reminder: Consultation on the Morningstar Global Artificial Intelligence Select Index

10/16/25

Client Consultation

—

Equity

1 Day Reminder: Exclusion of Non-Rated Loans in the Morningstar LSTA US Term Loan Index

10/16/25

Methodology Change

—

Fixed Income

Morningstar US Multi-Sector Select 10 Capped Rulebook

10/16/25

Rulebook

Morningstar Equity Sector and Industry

Equity

Morningstar Eurozone Multi-Sector Select 10 Capped Rulebook

10/16/25

Rulebook

Morningstar Equity Sector and Industry

Equity

Morningstar Eurozone ESG Screened Select 15 Decrement 50 Point GR EUR Structured Product Factsheet

10/16/25

Factsheets

Morningstar Equity Sustainability

Equity

Consultation on the Morningstar Sweden Sustainability Select 70 Index

10/15/25

Methodology Change

—

Equity

Consultation on the Morningstar Paris Aligned Benchmark Sustainability Select Indexes

10/15/25

Methodology Change

—

Equity

Consultation Results: Morningstar Developed Markets ex-Japan Gender Diversity Index and Morningstar Japan ex-REIT Gender Diversity Tilt Index methodology enhancement consultation results

10/15/25

Client Consultation

—

Equity

MORNINGSTAR EUROZONE SOVEREIGNTY SELECT 20 3477641 CON 20250930

10/15/25

Full Holdings

Morningstar Equity TME Sector & Industry

Equity

MORNINGSTAR US MULTI SECTOR SELECT 10 CAPPED 3477561 CON 20250930

10/15/25

Full Holdings

Morningstar Equity Sector and Industry

Equity

MORNINGSTAR EUROZONE MULTI SECTOR SELECT 10 CAPPED 3477567 CON 20250930

10/15/25

Full Holdings

Morningstar Equity Sector and Industry

Equity

Morningstar Fixed Income Indexes File Format Change Reminder

10/13/25

Other

—

Fixed Income

Consultation Results: Morningstar Equity Indexes 2025 Annual Market Classification Review

10/13/25

Market Classification

—

Equity

Morningstar Europe Telecommunication Services Select 10 Equal Weight Decrement 50 Point GR EUR Structured Product Factsheet

10/13/25

Factsheets

Morningstar Equity Sector and Industry

Equity

1 Week Reminder: Exclusion of Non-Rated Loans in the Morningstar LSTA US Term Loan Index

10/10/25

Methodology Change

—

Fixed Income

Morningstar US Multi-Sector Select 10 Index Rulebook

10/10/25

Rulebook

Morningstar Equity Sector and Industry

Equity

Morningstar Eurozone Multi-Sector Select 10 Index Rulebook

10/10/25

Rulebook

Morningstar Equity Sector and Industry

Equity

1 Day Reminder: Consultation on Proposed methodology enhancement for Morningstar Developed Markets ex-Japan Gender Diversity Index and Morningstar Japan ex-REIT Gender Diversity Tilt Index

10/10/25

Other

—

Equity

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