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 ...

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 ...

There is no single measure of implied volatility for FX markets, unlike those that exist for the S&P500 or for US interest rates. To fill the gap, banks build their own proprietary indices, such as ...