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FAQ

How do I include indices in my portfolio?

Several U.S. indices can be added to portfolios. While their prices will be updated, they will not be included in Portfolio X-Rays since Morningstar does not track their underlying stocks.

To add these indices to a portfolio, please use the following tickers:

S&P 500: SPX ; NASDAQ: NDAQ ; Dow Jones Industrial Average: !DJI ; DJ Transportation: !DJTTR ; Morningstar US Market MSTAR ; Morningstar US Small Cap MSCP

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Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

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To learn more about how we handle and protect your data, visit our privacy center.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.