Morningstar

Morningstar® Indexes are based on transparent, rules-based methodologies that are thoroughly back-tested and supported by original research papers. The indexes are rooted in Morningstar’s proprietary research, with each index vetted for appropriateness and investment value. They reveal the most meaningful differences in stock style, capitalization, sectors, and other traits. The indexes can be used for precise asset allocation and benchmarking, and as efficient tools for portfolio construction and market analysis.