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Forever in Style - Benchmarking with the Morningstar® Broad Style Indexes

The Morningstar Broad Style Indexes span the entire investable market, reflecting the true opportunity set available to style investors – ultimately improving benchmarking. And with a limited number of building blocks required to assemble a portfolio, the Morningstar Broad Style Indexes simplify asset allocation.

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Forever in Style - Benchmarking with the Morningstar® Broad Style Indexes

In this report, you will learn:

  • About the construction and methodology of the Morningstar Broad Style Indexes
  • How this broad set of benchmarks better reflects the opportunity set for style investors
  • How the indexes facilitate portfolio construction with fewer building blocks

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