A more flexible, intuitive framework for style investing and analysis.
Designed to accurately represent the size and style dimensions of the U.S. equity market in alignment with the Morningstar Style Box™, the Morningstar® Broad Style IndexesSM are a natural complement for informing style-related investment decisions. Index methodology targets broad market segments and allows for constituent overlap, resulting in benchmarks that better reflect the opportunity set for style investors.
By targeting broad segments and allowing for overlap, the indexes facilitate better benchmarking of active strategies.
Through a robust methodology, the indexes' performance is comparable to other style indexes on the market.
Advancing Morningstar's goal of lowering the cost of benchmarking and empowering investor success.