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Morningstar Asset Allocation Indexes

Published in Strategy Indices

The Morningstar® Asset Allocation Index family includes two index series designed to help develop and benchmark target date and target risk funds. Each index provides diversified asset-class exposure to global equities, bonds, commodities, and Treasury Inflation-protected Securities (TIPS) by using existing Morningstar indexes as asset allocation building blocks. These indices are rooted in proprietary research and precise methodologies.

  • Lifetime Allocation – 13 target date indices available in five-year increments across three risk profiles
  • Target Risk – Five indexes covering equity risk preferences from aggressive to conservative

Key Features and Coverage on RIMES

For this data source, RIMES hosts approximately 32 companies and 129 indexes, including Morningstar Lifetime Indexes (aggressive, conservative, moderate) and Total Return indices (long, short, gross, value, tips, etc.).

Some of the data items available include:

  • Currency Code, Date of Portfolio, Description, Market Value in US Dollars, Portfolio ID, Portfolio Name, Shares Outstanding, Unadjusted Price, etc.

Morningstar Indexes Full List

Morningstar Indexes Website

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