The systematic approach of the Morningstar ® Wide Moat Focus Index SM (the “Moat Index” or “Index”) to targeting valuation opportunities among the U.S. wide moat opportunity set has driven shifts in ...

The U.S. stock market is a vital part of the global economy, and understanding its indices is key for anyone interested in investing. This guide breaks down the main American indices, how they operate ...

The financial landscape has transformed significantly in recent years, with market participants increasingly recognizing the value of sustainability characteristics. One embodiment of this shift is ...

The role of index providers in capital markets has evolved dramatically over the years. The first indices were used to help sell financial newspapers, but by the 1970s, they became the basis of index ...

A version of this article previously appeared in the September 2021 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. Index methodologies are index funds’ DNA. They are ...

Passive investing has gained attention among investors who prefer market-linked exposure with a rules-based structure. An index fund calculator is often used to estimate how such investments may ...