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Morningstar Indexes General Equity Index Consultation: Q1 2026
Equity

New Go-Live Date for Morningstar Fixed Income Indexes File Format Change
Fixed income

Announcement: Bulgaria Bond Classification, Currency, and Index Qualification Changes for Morningstar Fixed Income Indexes
Fixed income

Index Name Change Notice: IOR Name Change
Equity

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Morningstar Exponential Technologies TR JPY Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Exponential Technologies NR CAD Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Exponential Technologies TR EUR Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Exponential Technologies TR CAD Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Exponential Technologies TR USD Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Exponential Technologies TR GBP Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Exponential Technologies TR AUD Factsheet

01/13/26

Factsheets

Morningstar Thematic

Equity

Morningstar Indexes General Equity Index Consultation: Q1 2026

01/12/26

Client Consultation

—

Equity

Corporate Actions Methodology Standard

01/12/26

Calculation

—

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OS-Morningstar-PitchBook-GenAI-20-Index

01/12/26

Overview

Morningstar PitchBook Industry Vertical

Private Markets

Morningstar Developed Markets Europe Technology & Communic Service Sector Decrement 50 Point GR EUR Factsheet

01/12/26

Factsheets

Morningstar Equity Sector and Industry

Equity

Morningstar Developed Markets Europe Technology & Communic Service Sector Decrement 50 Point GR EUR Structured Product Factsheet

01/12/26

Factsheets

Morningstar Equity Sector and Industry

Equity

Morningstar Developed Markets Europe Healthcare Sector Decrement 50 Point GR EUR Structured Product Factsheet

01/12/26

Factsheets

Morningstar Equity Sector and Industry

Equity

Morningstar Developed Markets Transatlantic Healthcare Sector Decrement 50 Point GR EUR Structured Product Factsheet

01/12/26

Factsheets

Morningstar Equity Sector and Industry

Equity

Morningstar US Large Cap Dividend Select Adjusted Return 50 Point GR Hedged CAD Structured Product Factsheet

01/12/26

Factsheets

Morningstar Dividend

Equity

Morningstar US Evergreen Fund Indexes Rulebook

01/09/26

Rulebook

Morningstar PitchBook Evergreen Fund

Alternative Investment

New Go-Live Date for Morningstar Fixed Income Indexes File Format Change

01/09/26

Other

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Fixed Income

Morningstar PitchBook GenAI 20 Index Rulebook

01/09/26

Rulebook

Morningstar PitchBook Industry Vertical

Private Markets

Morningstar Global ex-US Treasury Bond Sustainability GR USD Factsheet

01/09/26

Factsheets

Morningstar Bond Sustainability

Fixed Income

Morningstar US 1-5 Yr Composite Treasury and Government-Related Bond TR USD Factsheet

01/09/26

Factsheets

Morningstar Core Bond North America

Fixed Income

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