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Index Resources & Documentation

Delay Notice of Transition to Morningstar’s New FTP Platform
Equity
60-Day Notice: Migration of Morningstar Multi-Asset High Income and US Bond Market Yield-Optimized Indexes to In-House Calculation Platform
Indexes Cessation Notice: Morningstar Paris Aligned Benchmark Select Index Family
Equity
Morningstar Indexes Treatment of Taiwan and Taipei Exchanges

Document Library

16571 Documents

Announcements
FAMILY
ASSET CLASS
OS Morningstar Market Indexes

07/24/26

Overview

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Morningstar Transatlantic Multi-Industry Select Decrement 50 Point GR EUR Structured Product Factsheet

07/24/26

Factsheets

Morningstar Equity TME Sector & Industry

Equity

Morningstar Broad Style Wide Moat Focus Overview

07/23/26

Overview

Morningstar Economic Moat

Equity

Morningstar Global Leveraged Loan 70-30 Currency Hedged Index Rulebook

07/22/26

Rulebook

Morningstar Leveraged Loan Custom

Fixed Income

Morningstar Transatlantic 55/45 Multi-Sector Select 20 Decrement 5% NR EUR Structured Product Factsheet

07/21/26

Factsheets

Morningstar Equity TME Sector & Industry

Equity

Morningstar Transatlantic 55/45 Multi-Sector Select 20 Decrement 50 Point GR EUR Structured Product Factsheet

07/21/26

Factsheets

Morningstar Equity TME Sector & Industry

Equity

Morningstar Transatlantic 55/45 Multi-Sector Select 20 PR EUR Structured Product Factsheet

07/21/26

Factsheets

Morningstar Equity TME Sector & Industry

Equity

Morningstar Transatlantic 55/45 Multi-Sector Select 20 NR EUR Structured Product Factsheet

07/21/26

Factsheets

Morningstar Equity TME Sector & Industry

Equity

Morningstar Transatlantic 55/45 Multi-Sector Select 20 GR EUR Structured Product Factsheet

07/21/26

Factsheets

Morningstar Equity TME Sector & Industry

Equity

Morningstar Market Indexes Breakpoints Chart

07/20/26

Other Documents

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Morningstar PIMFA Equity Risk 5 (Equity 86-100%) NR GBP Factsheet

07/19/26

Factsheets

Morningstar PIMFA Equity Risk

Multi Asset

L&G Developed Markets Growth GR USD Factsheet

07/19/26

Factsheets

IndexServices-L&G

Equity

L&G Developed Markets Growth GR GBP Factsheet

07/19/26

Factsheets

IndexServices-L&G

Equity

Morningstar PIMFA Private Investor Growth PR GBP Factsheet

07/19/26

Factsheets

Morningstar PIMFA Private Investor

Multi Asset

Morningstar PIMFA Private Investor Growth NR GBP Factsheet

07/19/26

Factsheets

Morningstar PIMFA Private Investor

Multi Asset

Morningstar Malaysian Ringgit 1-Month Cash GR MYR Factsheet

07/19/26

Factsheets

Morningstar Core Bond APAC

Alternative Investment

Morningstar PitchBook US Daily Evergreen Fund TR USD Factsheet

07/19/26

Factsheets

Morningstar PitchBook Evergreen Fund

Private Markets

Morningstar PitchBook Europe Modern Market 50 GR USD Factsheet

07/19/26

Factsheets

Morningstar PitchBook Modern Market

Private Markets

Morningstar Japanese Yen 1-Month Cash GR JPY Factsheet

07/19/26

Factsheets

Morningstar Core Bond APAC

Alternative Investment

L&G Developed Markets Growth GR CAD Factsheet

07/19/26

Factsheets

IndexServices-L&G

Equity

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