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ETF Specialist

Index Construction Matters

Parsing the details of index methodologies is central to understanding the processes of index funds and ETFs and informs our overall assessment of these funds' investment merit.

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A version of this article was published in the June 2016 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here.

Morningstar's global manager research team has analyzed and rated thousands of funds around the world during the past two-plus decades. In conducting our research, we have identified five "pillars" that underpin successful funds. These same pillars also form the framework we use in performing our analysis. These pillars are:

Ben Johnson has a position in the following securities mentioned above: IJR. Find out about Morningstar’s editorial policies.