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Index Resources & Documentation

Morningstar US Small Cap and Global Target Market Exposure Paris Aligned Benchmark Select Indexes Consultation
Equity
Final Reminder: Change in Index Calculations and File Delivery on Weekend Month End Dates for Morningstar Fixed Income Indexes
Fixed income
Index Cessation Notice: Morningstar Global Metaverse & Virtual Interaction Select Index
Equity
1 Day Reminder: Product Update for the Morningstar New Zealand Target Allocation Plus Indexes
Multi asset

Document Library

16778 Documents

Governance
FAMILY
ASSET CLASS
Morningstar US Small Cap and Global Target Market Exposure Paris Aligned Benchmark Select Indexes Consultation

11/02/26

Client Consultation

—

Equity

Final Reminder: Change in Index Calculations and File Delivery on Weekend Month End Dates for Morningstar Fixed Income Indexes

10/30/26

Other

—

Fixed Income

Index Cessation Notice: Morningstar Global Metaverse & Virtual Interaction Select Index

10/30/26

Index Cessation

—

Equity

1 Day Reminder: Product Update for the Morningstar New Zealand Target Allocation Plus Indexes

10/29/26

Methodology Change

—

Multi Asset

Morningstar Eurozone Governance Leaders Select 75 Index Rulebook

10/29/26

Rulebook

Morningstar Equity Sustainability

Equity

Morningstar ESG Index Glossary

10/29/26

Esg Methodology

—

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Morningstar Korea Target Date Indexes Rulebook

10/28/26

Rulebook

Morningstar Target Date

Multi Asset

Morningstar New Zealand Target Allocation Plus Indexes Rulebook

10/28/26

Rulebook

Morningstar Target Allocation

Multi Asset

Consultation on Proposed Methodology Changes to Morningstar MLP Composite Index

10/27/26

Other

—

Equity

Index Recalculation Guidelines

10/27/26

Policy

—

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Index Methodology Committee

10/26/26

Committees

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Index Oversight Committee

10/26/26

Committees

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Index Services Methodology & Administration Committee

10/26/26

Committees

—

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Methodology Change Policy

10/26/26

Policy

—

—

Index Decommissioning Policy

10/26/26

Policy

—

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Conflicts of Interest

10/26/26

Policy

—

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Morningstar AI Beneficiaries Select Index Rulebook

10/26/26

Rulebook

Morningstar Thematic

Equity

1 Week Reminder: Change in Index Calculations and File Delivery on Weekend Month End Dates for Morningstar Fixed Income Indexes

10/23/26

Other

—

Fixed Income

1 Week Reminder: Index Cessation Notice of the Morningstar Korea Target Date 2025 Index

10/23/26

Index Cessation

—

Multi Asset

1 Week Reminder: Product Update for the Morningstar New Zealand Target Allocation Plus Indexes

10/23/26

Methodology Change

—

Multi Asset

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