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Index Resources & Documentation

Product Update: Morningstar Leveraged Loan Indexes - Forward Curve Data Points Available
Fixed income
Consultation Results: Morningstar US Sector Index Capping
Equity
Morningstar Indexes General Equity Index Consultation: Q3 2025
Equity
Consultation Results: Morningstar Q2 2025 General Equity Index Consultation
Equity

Document Library

13819 Documents

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ASSET CLASS
Morningstar ESG Index Glossary

07/25/25

Esg Methodology

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Corporate Actions Methodology Version A

07/25/25

Calculation

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Withholding Tax Rate

07/25/25

Calculation

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Index Oversight Committee

07/25/25

Committees

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Index Services Methodology & Administration Committee

07/25/25

Committees

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Index Methodology Committee

07/25/25

Committees

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Index Operations Committee

07/25/25

Committees

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Complaints Handling Policy

07/25/25

Policy

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Conflicts of Interest

07/25/25

Policy

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Index Recalculation Policy

07/25/25

Policy

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Methodology Change Policy

07/25/25

Policy

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Index Decommissioning Policy

07/25/25

Policy

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Morningstar US Dividend Opportunity Index Overview

07/25/25

Overview

Morningstar Dividend

Equity

Morningstar Transatlantic Paris Aligned Benchmark Select 50

07/24/25

ESG Benchmark Statement

Morningstar Equity Sustainability

Equity

Morningstar Transatlantic Paris Aligned Benchmark Select 50

07/24/25

ESG Methodology Statement

Morningstar Equity Sustainability

Equity

Morningstar Global Bond Index Family Rulebook

07/24/25

Rulebook

Morningstar Core Bond APAC

Alternative Investment, Fixed Income

Morningstar Lifetime Allocation Index Family Rulebook

07/23/25

Rulebook

Morningstar US Target Date

Multi Asset

Morningstar US Target Momentum GR AUD Factsheet

07/23/25

Factsheets

Morningstar Factor

Equity

Morningstar US Small Cap Value Factor GR CAD Factsheet

07/23/25

Factsheets

Morningstar Factor

Equity

Morningstar US Target Momentum GR EUR Factsheet

07/23/25

Factsheets

Morningstar Factor

Equity

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