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 ...

In today's complex financial markets, index products have become indispensable tools for investors and financial professionals alike. These products, which include index funds and exchange-traded ...

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 ...

As global markets continue to evolve, indices trading has emerged as one of the most popular avenues for traders seeking diversified and strategic exposure. Trading indices allows investors to gain ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated ...

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 ...

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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 ...