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.
Equity Index Families include:
- Open Indexes
- Non-OIP equity
- Strategic beta
Key Features and Coverage on RIMES
For this data source, RIMES hosts approximately 2880 indices. Index coverage includes:
- Morningstar 529, Dividend Yield Focus, Diversified 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.