The U.S. stock market is a vital part of the global economy, and understanding its indices is key for anyone interested in investing. This guide breaks down the main American indices, how they operate ...

As global markets continue to evolve, indices trading has emerged as one of the most popular avenues for traders seeking diversified and strategic exposure. Trading indices allows investors to gain ...

The systematic approach of the Morningstar ® Wide Moat Focus Index SM (the “Moat Index” or “Index”) to targeting valuation opportunities among the U.S. wide moat opportunity set has driven shifts in ...

The financial landscape has transformed significantly in recent years, with market participants increasingly recognizing the value of sustainability characteristics. One embodiment of this shift is ...

When viewing market index performance numbers, it is important to remember the difference between capitalization-weighted indices such as the S&P 500 Index (SPX) and price-weighted indices like the ...

Trading indices offers a unique opportunity to diversify portfolios and gain exposure to entire sectors or economies with a single transaction. As aggregate measures of stock market performance, they ...

A version of this article previously appeared in the September 2021 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. Index methodologies are index funds’ DNA. They are ...

Passive investing has gained attention among investors who prefer market-linked exposure with a rules-based structure. An index fund calculator is often used to estimate how such investments may ...