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Morningstar Proprietary Indices

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.

Key Features and Coverage on RIMES

For this data source, RIMES hosts approximately 2880 indices. Index coverage includes:

  • Morningstar 529, Dividend Yield Focus, Diversed Futures, Lifetime, Asia, Australia, Austria, Belgium, Brazil, Canada, China, Columbia, Czech Republic, Denmark, DM, EM, Europe, Netherlands, New Zealand, UK, US, etc.

Some of the index items available include:

  • Clean Price, Currency ID, Fund ID, Legal Entity Name, Master Portfolio ID, Month To Date Return, Performance ID, Quarter To Date Return, Since Inception Return, Unadjusted Price in Local Currency, Year To Date Return, etc.

Morningstar Indexes Full List

Morningstar Indexes Website

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