The insights of Morningstar equity analysts determine the company-level thematic exposure scores and, in turn, these scores determine which stocks are eligible for index membership.

We collect and analyze information on the entire investment and business lifecycle. Our data, research and insights are available through our in-depth reports, industry news, and robust platform....

These data can provide insights into how active portfolios are positioned against their benchmarks and how various market segments are evolving. o Dividend Growth (Year-Over-Year) Other o...

This data can facilitate accurate performance benchmarking and research applications, providing insights into how active portfolios are positioned against their benchmarks and how various market...

The Morningstar US Exponential Technologies Healthcare Index is designed to deliver unparalleled thematically pure exposure to healthcare innovation and bioinformatics by drawing on the in-depth...

Contact us indexes@morningstar.com o benefit from specific sources of economic moat. This unique approach combines fundamental insights with objective portfolio construction

Thematic exposure scores score for the Big Data & Analytics theme. This unique, forward-looking framework incorporates analysts’ insights to assign scores, which range from 0 through 4, The...

We’ve been talking about AI in healthcare for years. It’s no longer a “future trend” — it’s here, it’s accelerating, and those still stuck in proof-of-concept mode may already be behind. For benefits ...

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