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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

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16566 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

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

L&G Developed Markets GARP GR USD Factsheet

07/19/26

Factsheets

IndexServices-L&G

Equity

Morningstar Long Developed Markets Multifactor Short Developed Markets PR GBP Factsheet

07/19/26

Factsheets

Morningstar Multi-Asset

Multi Asset

Morningstar PIMFA Equity Risk 2 (Equity 26-46%) NR GBP Factsheet

07/19/26

Factsheets

Morningstar PIMFA Equity Risk

Multi Asset

L&G Developed Markets GARP GR JPY Factsheet

07/19/26

Factsheets

IndexServices-L&G

Equity

Morningstar PitchBook Europe Modern Market 50 GR GBP Factsheet

07/19/26

Factsheets

Morningstar PitchBook Modern Market

Private Markets

Morningstar PitchBook US Daily Evergreen Fund Equal Weighted TR USD Factsheet

07/19/26

Factsheets

Morningstar PitchBook Evergreen Fund

Private Markets

Morningstar PIMFA Private Investor Income NR GBP Factsheet

07/19/26

Factsheets

Morningstar PIMFA Private Investor

Multi Asset

Morningstar PIMFA Private Investor Global Growth PR GBP Factsheet

07/19/26

Factsheets

Morningstar PIMFA Private Investor

Multi Asset

Morningstar Pound Sterling 1-Month Cash GR GBP Factsheet

07/19/26

Factsheets

Morningstar Core Bond Europe

Alternative Investment

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