April 2023

Construction Rules for the

Morningstar®Global Sector 

IndexesSM
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Contents

Overview ...........................................................................................................................................................................3

Index Construction ............................................................................................................................................................4

Assigning Stocks to the Index ...........................................................................................................................................4

Index Maintenance and Calculation ..................................................................................................................................6

Scheduled Maintenance....................................................................................................................................................6

Corporate Actions..............................................................................................................................................................6

Index Calculation and Price Data ......................................................................................................................................6

Methodology Review and Index Cessation Policy .............................................................................................................7

Data Correction and Precision...........................................................................................................................................8

Intraday Index Data Corrections........................................................................................................................................8

Index-Related Data and Divisor Corrections......................................................................................................................8

Computational and Reporting Precision ............................................................................................................................8

Appendixes........................................................................................................................................................................9

Appendix 1: Modifications to the Rulebook.......................................................................................................................9

Appendix 2: Glossary.........................................................................................................................................................9

Appendix 3: Morningstar Sector Indexes ..........................................................................................................................9

Appendix 4: Morningstar Industry Indexes .....................................................................................................................11

About Morningstar Indexes.............................................................................................................................................16
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Overview

The Morningstar Global Sector Indexes are designed to facilitate accurate performance benchmarking and efficient portfolio 

construction across 11 sectors and 145 industries as defined by the Morningstar Global Equity Classification Structure (GECS), 

a single, unified sector classification scheme which categorizes companies based on their primary lines of business. These 

indexes are derived from the Morningstar Global Market Index, which covers stocks representing the top 97% of the 

investable market. 

Morningstar GECS is an exhaustive and mutually exclusive taxonomy. At the foundation of the framework are 145 industry 

classifications, which then map to 55 industry groups. These industry groupings are bucketed into 11 sectors, each of which 

falls into one of three super sectors. 3 Super Sectors 11 Sectors 55 Industry Groups 145 Industries Each equity security is 

mapped to the industry that best reflects its largest source of revenue and income, based on public filings and Morningstar 

equity analyst input. Morningstar also considers business descriptions, assets, and competitors when revenue does not paint 

a clear picture. Industry assignments are reviewed annually or whenever there is a major corporate action. 

These indexes do not incorporate Environmental, Social, or Governance (ESG) criteria.

Index Inception and Performance Start Date 

The index inception dates and performance start dates, when the first back-tested index values were calculated, are listed in 

Appendix 3 and 4.
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Index Construction

Exhibit 1: Construction Process

Starting universe Eligibility Portfolio construction

• Appropriate regional 

benchmark from the 

Morningstar Global Markets 

Indexes.

Includes stocks representing 

the top 97% of the 

investable market

• The Morningstar equity data 

team maps each company is 

to the industry that best 

reflects its largest source of 

revenue and income

• Stocks must have a GECS 

industry assignment to qualify 

for inclusion 

• All eligible stocks with an 

industry or sector 

classification corresponding to 

the exposure targeted by each 

index are selected

• The indexes are weighted by 

float market capitalization 

Morningstar Global 

Sector Indexes

Assigning Stocks to the Index

Starting Universe

At each reconstitution, securities for the Morningstar Global Sector Indexes are derived from the Morningstar Global Markets 

Index (benchmark). For more details on benchmark construction, refer to the Construction Rules for the Morningstar Global 

Market Index.

Security Selection

Stocks in the starting universe are assigned to one of the 145 industries, which are rolled up to one of 11 sectors. Each sector 

is further grouped into one of three super sectors:

• Cyclical Super Sector

o Basic materials

o Consumer cyclical

o Financial services 

o Real estate

• Defensive Super Sector

o Consumer defensive

o Healthcare

o Utilities

• Sensitive Super Sector

o Communication services

o Energy

o Industrials

o Technology
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

With this classification system, indexes can be built at the industry, industry group, sector, or super sector level. The industry 

indexes are listed in Appendix 4. For more details regarding sectors and super sectors, please refer to the Morningstar Global 

Equity Classification Structure rulebook.

Number of Stocks

The number of stocks in the index is variable, subject to the selection and eligibility criteria at the time of reconstitution.

Index Weighting

These indexes are float market capitalization weighted. For more details, refer to the Morningstar Indexes Calculation 

Methodology rulebook.
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Index Maintenance and Calculation 

Scheduled Maintenance 

The index is reconstituted, where the membership is reset, semi-annually. Adjustments are made on the Monday following the 

third Friday of June and December. If the Monday is a holiday, reconstitution occurs on the Tuesday immediately following. The 

market data used for reconstitution is as of the last trading day of April and October.

The index is rebalanced quarterly and implemented after the close of business on the third Friday of March, June, September, 

and December and is effective the following Monday. If Monday is a holiday, rebalance is effective on the immediately following 

business day. The market data used for rebalancing is as of the last trading day of February, May, August, and November.

Index files are published according to the global calendar schedule. For more information, please refer to the Morningstar 

Indexes Holiday Calendar. 

Refer to Appendix 2 for details on reconstitution and rebalancing.

Corporate Actions 

The treatment of corporate actions will be as per the float market capitalization weighted indexes. For more details, please 

refer to the “Treatment for float market capitalization indexes” section in the Morningstar Indexes Corporate Actions 

Methodology rulebook

Index Calculation and Price Data

Details about index calculations and price data can be found in their respective rulebooks: Morningstar Indexes Calculation 

Methodology and Equity Closing Prices Used for Index Calculation.
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Methodology Review and Index Cessation Policy

The index methodology is continually reviewed to ensure it achieves all stated objectives. These reviews consider corporate 

action treatment, selection, and maintenance procedures. Subscribers to the index will be notified before any methodology 

changes are made. For more details, refer to the Morningstar Index Methodology Change Policy.

Morningstar also notifies all subscribers and stakeholders of the index that circumstances might arise that require a material 

change to the index or a possible cessation of the index. Circumstances that could lead to an index cessation include, but are 

not limited to, market structure change, product definition change, inadequate supply of data, insufficient revenue associated 

with the index, insufficient number of clients using the index, and/or other external factors beyond the control of the 

Morningstar Index Methodology Committee.

Because the cessation of the index or benchmark index could disrupt subscriber products that reference this index, all 

subscribers are encouraged to have robust fallback procedures if an index is terminated. For more details, refer to the 

Morningstar Index Cessation Process.
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Data Correction and Precision 

Intraday Index Data Corrections 

Commercially reasonable efforts are made to ensure the accuracy of data used in real-time index calculations. If incorrect 

price or corporate action data affects index daily highs or lows, it is corrected retroactively as soon as is feasible.

Index-Related Data and Divisor Corrections 

Incorrect pricing and corporate action data for individual issues in the database will be corrected upon detection. In addition, 

an incorrect divisor of an index, if discovered within five days of its occurrence, will always be fixed retroactively on the day it 

is discovered to prevent an error from being carried forward. Commercially reasonable efforts are made to correct an older 

error subject to its significance and feasibility.

For more details, refer to the Recalculation Guidelines.

Computational and Reporting Precision

For reporting purposes, index values are rounded to two decimal places and divisors are rounded to appropriate decimal 

places.

Exceptions

While Morningstar will seek to apply the method described above, it cannot be excluded that the market environment, 

supervisory, legal, financial or tax reasons may require an alternative approach to be adopted. A decision to take an 

alternative approach will be made by the relevant Morningstar Methodology Committee, and in all instances, the application 

of a non-standard process will be reported to the Morningstar Index Oversight Committee.
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Appendixes

Appendix 1: Modifications to the Rulebook 

Section Description of Change Update Date

Entire Rulebook Rulebook updated to new version. February 2023

Appendix 2: Glossary 

Terms Description

Reconstitution During each reconstitution, the steps mentioned in the index construction

process are performed, resulting in membership reset.

Rebalance During each rebalance, the weights are adjusted for updated free-float and shares 

outstanding data.

Appendix 3: Morningstar Sector Indexes

Index Inception Date Calculation Inception Date

Morningstar Asia Basic Materials Index 1998-06-30 2019-11-11

Morningstar Asia Communication Services Index 1998-06-30 2019-11-11

Morningstar Asia Consumer Cyclical Index 1998-06-30 2019-11-11

Morningstar Asia Consumer Defensive Index 1998-06-30 2019-11-11

Morningstar Asia Energy Index 1998-06-30 2019-11-12

Morningstar Asia Financial Services Index 1998-06-30 2019-11-12

Morningstar Asia Healthcare Index 1998-06-30 2019-11-12

Morningstar Asia Industrials Index 1998-06-30 2019-11-12

Morningstar Asia Pacific Basic Materials Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Communication Services Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Consumer Cyclical Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Consumer Defensive Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Energy Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Financial Services Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Healthcare Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Industrials Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Real Estate Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Technology Index 1998-06-30 2017-04-25

Morningstar Asia Pacific Utilities Index 1998-06-30 2017-04-25

Morningstar Asia Real Estate Index 1998-06-30 2019-11-12

Morningstar Asia Technology Index 1998-06-30 2019-11-12

Morningstar Asia Utilities Index 1998-06-30 2019-11-12

Morningstar Canada Natural Resources Index 1998-06-30 2015-03-23

Morningstar Developed Markets Asia Real Estate Index 1998-06-30 2017-06-28

Morningstar Developed Markets Basic Materials and Energy Index 1998-06-30 2017-04-25
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Morningstar Developed Markets Basic Materials Index 1998-06-30 2017-04-25

Morningstar Developed Markets Communication Services Index 1998-06-30 2017-04-25

Morningstar Developed Markets Consumer Cyclical Index 1998-06-30 2017-07-31

Morningstar Developed Markets Consumer Defensive Index 1998-06-30 2017-04-25

Morningstar Developed Markets Energy Composite Index 1998-06-30 2018-08-14

Morningstar Developed Markets Energy Index 1998-06-30 2018-07-18

Morningstar Developed Markets Europe Basic Materials Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Communication Services 

Index

1998-06-30 2017-04-25

Morningstar Developed Markets Europe Consumer Cyclical Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Consumer Defensive 

Index

1998-06-30 2017-04-25

Morningstar Developed Markets Europe Energy Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Financial Services Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Healthcare Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Industrials Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Real Estate Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Technology Index 1998-06-30 2017-04-25

Morningstar Developed Markets Europe Utilities Index 1998-06-30 2017-04-25

Morningstar Developed Markets Financial Services and Real 

Estate Index

1998-06-30 2017-07-31

Morningstar Developed Markets Financial Services Index 1998-06-30 2017-04-25

Morningstar Developed Markets Healthcare Index 1998-06-30 2017-04-25

Morningstar Developed Markets Industrials Index 1998-06-30 2018-07-18

Morningstar Developed Markets Real Estate Index 1998-06-30 2017-04-25

Morningstar Developed Markets Technology and Communication 

Services Index

1998-06-30 2017-04-25

Morningstar Developed Markets Technology Index 1998-06-30 2017-04-25

Morningstar Developed Markets Utilities Index 1998-06-30 2018-07-18

Morningstar Emerging Markets Basic Materials Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Communication Services Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Consumer Cyclical Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Consumer Defensive Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Energy Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Financial Services Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Healthcare Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Industrials Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Real Estate Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Technology Index 1998-06-30 2017-04-25

Morningstar Emerging Markets Utilities Index 1998-06-30 2017-04-25

Morningstar Global Basic Material Index 1998-06-30 2017-04-25

Morningstar Global Communication Services Index 1998-06-30 2017-04-25

Morningstar Global Consumer Cyclical Index 1998-06-30 2017-04-25

Morningstar Global Consumer Defensive Index 1998-06-30 2017-04-25

Morningstar Global Consumer Sectors Index 1998-06-30 2017-06-28
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Morningstar Global Energy Index 1998-06-30 2017-04-25

Morningstar Global Financial Services and Real Estate Index 1998-06-30 2017-04-27

Morningstar Global Financial Services Index 1998-06-30 2017-04-25

Morningstar Global Healthcare Index 1998-06-30 2017-04-25

Morningstar Global Industrials Index 1998-06-30 2017-04-25

Morningstar Global Markets Basic Materials and Energy Index 1998-06-30 2017-04-27

Morningstar Global Real Estate Index 1998-06-30 2017-04-25

Morningstar Global Technology and Communications Services 

Index

1998-06-30 2017-04-27

Morningstar Global Technology Index 1998-06-30 2017-04-25

Morningstar Global Utilities Index 1998-06-30 2017-04-25

Morningstar New Zealand Real Estate Index 1998-06-30 2018-02-07

Morningstar US Basic Materials and Energy Index 1998-06-30 2017-04-25

Morningstar US Basic Materials Sector Index 1991-12-31 2010-12-20

Morningstar US Communication Services Sector Capped Index 1991-12-31 2010-12-20

Morningstar US Communication Services Index 1998-06-30 2017-04-25

Morningstar US Consumer Cyclical Sector Index 1991-12-31 2010-12-20

Morningstar US Consumer Defensive Sector Index 1991-12-31 2010-12-20

Morningstar US Cyclical Super Sector Index 1991-12-31 2010-12-20

Morningstar US Defensive Super Sector Index 1991-12-31 2010-12-20

Morningstar US Energy Sector Capped Index 1991-12-31 2010-12-20

Morningstar US Energy Index 1998-06-30 2017-04-25

Morningstar US Financial Services and Real Estate Index 1998-06-30 2017-04-25

Morningstar US Financial Services Sector Index 1991-12-31 2010-12-20

Morningstar US Healthcare Sector Index 1991-12-31 2010-12-20

Morningstar US Industrials Sector Index 1991-12-31 2010-12-20

Morningstar US Real Estate Sector Index 1991-12-31 2010-12-20

Morningstar US Sensitive Super Sector Index 1991-12-31 2010-12-20

Morningstar US Technology and Communication Services Index 1998-06-30 2017-04-25

Morningstar US Technology Sector Index 1991-12-31 2010-12-20

Morningstar US Utilities Sector Index 1991-12-31 2010-12-20

Appendix 4: Morningstar Industry Indexes

Index Inception Date Calculation Inception Date

Morningstar Global Advertising Agencies Index 1998-06-30 2018-10-12

Morningstar Global Aerospace and Defense Index 1998-06-30 2018-10-16

Morningstar Global Agricultural Inputs Index 1998-06-30 2018-10-16

Morningstar Global Airlines Index 1998-06-30 2018-10-16

Morningstar Global Airports and Air Services Index 1998-06-30 2018-10-16

Morningstar Global Aluminum Index 1998-06-30 2018-10-16

Morningstar Global Apparel Manufacturing Index 1998-06-30 2018-10-16

Morningstar Global Apparel Stores Index 1998-06-30 2018-10-16

Morningstar Global Asset Management Index 1998-06-30 2018-10-16

Morningstar Global Auto and Truck Dealerships Index 1998-06-30 2018-10-16

Morningstar Global Auto Manufacturers Index 1998-06-30 2018-10-16
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Morningstar Global Auto Parts Index 1998-06-30 2018-10-16

Morningstar Global Banks - Global Index 1998-06-30 2018-10-17

Morningstar Global Banks-Regional Index 1998-06-30 2020-07-16

Morningstar Global Beverages - Brewers Index 1998-06-30 2018-10-17

Morningstar Global Beverages - Soft Drinks Index 1998-06-30 2018-10-17

Morningstar Global Beverages - Wineries and Distilleries Index 1998-06-30 2018-10-17

Morningstar Global Biotechnology Index 1998-06-30 2018-10-17

Morningstar Global Broadcasting Index 1998-06-30 2020-07-16

Morningstar Global Building Materials Index 1998-06-30 2018-10-22

Morningstar Global Building Products & Equipment Index 1998-06-30 2020-07-16

Morningstar Global Business Equipment Index 1998-06-30 2018-10-22

Morningstar Global Business Services Index 1998-06-30 2018-10-22

Morningstar Global Capital Markets Index 1998-06-30 2018-10-22

Morningstar Global Chemicals Index 1998-06-30 2018-10-22

Morningstar Global Communication Equipment Index 1998-06-30 2018-10-22

Morningstar Global Computer Systems Index 1998-06-30 2018-10-22

Morningstar Global Confectioners Index 1998-06-30 2018-10-23

Morningstar Global Conglomerates Index 1998-06-30 2018-10-23

Morningstar Global Consulting Services Index 1998-06-30 2020-07-16

Morningstar Global Consumer Electronics Index 1998-06-30 2018-10-23

Morningstar Global Copper Index 1998-06-30 2018-10-23

Morningstar Global Credit Services Index 1998-06-30 2018-10-23

Morningstar Global Department Stores Index 1998-06-30 2018-10-23

Morningstar Global Diagnostics and Research Index 1998-06-30 2018-10-23

Morningstar Global Discount Stores Index 1998-06-30 2018-10-23

Morningstar Global Diversified Industrials Index 1998-06-30 2018-10-23

Morningstar Global Drug Manufacturers - Major Index 1998-06-30 2018-10-23

Morningstar Global Drug Manufacturers - Specialty and Generic 

Index

1998-06-30 2018-10-23

Morningstar Global Education and Training Services Index 1998-06-30 2018-10-23

Morningstar Global Electrical Equipment & Parts Index 1998-06-30 2020-07-16

Morningstar Global Electronic Components Index 1998-06-30 2018-10-24

Morningstar Global Electronic Gaming and Multimedia Index 1998-06-30 2018-10-24

Morningstar Global Electronics Distribution Index 1998-06-30 2018-10-24

Morningstar Global Entertainment Index 1998-06-30 2020-07-16

Morningstar Global Engineering and Construction Index 1998-06-30 2018-10-24

Morningstar Global Farm and Construction Equipment Index 1998-06-30 2018-10-24

Morningstar Global Farm Products Index 1998-06-30 2018-10-24

Morningstar Global Financial Conglomerates Index 1998-06-30 2020-07-16

Morningstar Global Financial Exchanges Index 1998-06-30 2018-10-24

Morningstar Global Food Distribution Index 1998-06-30 2018-10-24

Morningstar Global Footwear and Accessories Index 1998-06-30 2018-10-24

Morningstar Global Gambling Index 1998-06-30 2018-10-24

Morningstar Global Gold Index 1998-06-30 2018-10-24

Morningstar Global Grocery Stores Index 1998-06-30 2018-10-24
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Morningstar Global Health Care Plans Index 1998-06-30 2018-10-24

Morningstar Global Health Information Services Index 1998-06-30 2018-10-24

Morningstar Global Home Furnishings and Fixtures Index 1998-06-30 2018-10-24

Morningstar Global Home Improvement Stores Index 1998-06-30 2018-10-24

Morningstar Global Household and Personal Products Index 1998-06-30 2018-10-24

Morningstar Global Industrial Distribution Index 1998-06-30 2018-10-24

Morningstar Global Industrial Metals and Minerals Index 1998-06-30 2018-10-24

Morningstar Global Information Technology Services Index 1998-06-30 2018-10-24

Morningstar Global Infrastructure Operations Index 1998-06-30 2018-10-25

Morningstar Global Insurance - Diversified Index 1998-06-30 2018-10-25

Morningstar Global Insurance - Life Index 1998-06-30 2018-10-25

Morningstar Global Insurance - Property and Casualty Index 1998-06-30 2018-10-25

Morningstar Global Insurance - Reinsurance Index 1998-06-30 2018-10-25

Morningstar Global Insurance - Specialty Index 1998-06-30 2018-10-25

Morningstar Global Insurance Brokers Index 1998-06-30 2018-10-25

Morningstar Global Integrated Shipping and Logistics Index 1998-06-30 2018-10-25

Morningstar Global Internet Content and Information Index 1998-06-30 2018-10-25

Morningstar Global Internet Retail Index 1998-06-30 2020-07-16

Morningstar Global Leisure Index 1998-06-30 2018-10-25

Morningstar Global Lodging Index 1998-06-30 2018-10-25

Morningstar Global Lumber and Wood Production Index 1998-06-30 2018-10-25

Morningstar Global Luxury Goods Index 1998-06-30 2018-10-25

Morningstar Global Medical Care Index 1998-06-30 2018-10-25

Morningstar Global Medical Devices Index 1998-06-30 2018-10-25

Morningstar Global Medical Distribution Index 1998-06-30 2018-10-25

Morningstar Global Medical Instruments and Supplies Index 1998-06-30 2018-10-25

Morningstar Global Metal Fabrication Index 1998-06-30 2018-10-25

Morningstar Global Oil and Gas Drilling Index 1998-06-30 2018-10-25

Morningstar Global Oil and Gas E&P Index 1998-06-30 2018-10-25

Morningstar Global Oil and Gas Equipment and Services Index 1998-06-30 2018-10-25

Morningstar Global Oil and Gas Integrated Index 1998-06-30 2018-10-25

Morningstar Global Oil and Gas Midstream Index 1998-06-30 2018-10-25

Morningstar Global Oil and Gas Refining and Marketing Index 1998-06-30 2018-10-25

Morningstar Global Other Precious Metals & Mining Index 1998-06-30 2020-07-16

Morningstar Global Packaged Foods Index 1998-06-30 2018-10-25

Morningstar Global Packaging and Containers Index 1998-06-30 2018-10-25

Morningstar Global Paper and Paper Products Index 1998-06-30 2018-10-25

Morningstar Global Personal Services Index 1998-06-30 2018-10-26

Morningstar Global Pharmaceutical Retailers Index 1998-06-30 2018-10-23

Morningstar Global Pollution and Treatment Controls Index 1998-06-30 2018-10-26

Morningstar Global Publishing Index 1998-06-30 2018-10-26

Morningstar Global Railroads Index 1998-06-30 2018-10-26

Morningstar Global Real Estate-Diversified Index 1998-06-30 2020-07-16

Morningstar Global Real Estate - General Index 1998-06-30 2018-10-26

Morningstar Global Real Estate - Services Index 1998-06-30 2018-10-26
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Morningstar Global Recreational Vehicles Index 1998-06-30 2018-10-26

Morningstar Global REIT - Diversified Index 1998-06-30 2018-10-26

Morningstar Global REIT - Healthcare Facilities Index 1998-06-30 2018-10-26

Morningstar Global REIT - Hotel and Motel Index 1998-06-30 2018-10-26

Morningstar Global REIT - Industrial Index 1998-06-30 2018-10-26

Morningstar Global REIT-Mortgage Index 2012-12-21 2020-07-16

Morningstar Global REIT - Office Index 1998-06-30 2018-10-26

Morningstar Global REIT - Residential Index 1998-06-30 2018-10-26

Morningstar Global REIT - Retail Index 1998-06-30 2018-10-26

Morningstar Global REIT-Specialty Index 2012-12-21 2020-07-16

Morningstar Global Rental and Leasing Services Index 1998-06-30 2018-10-26

Morningstar Global Residential Construction Index 1998-06-30 2018-10-26

Morningstar Global Resorts and Casinos Index 1998-06-30 2018-10-26

Morningstar Global Restaurants Index 1998-06-30 2018-10-26

Morningstar Global Scientific and Technical Instruments Index 1998-06-30 2018-10-26

Morningstar Global Security and Protection Services Index 1998-06-30 2018-10-26

Morningstar Global Semiconductor Equipment and Materials 

Index

1998-06-30 2018-10-26

Morningstar Global Semiconductors Index 1998-06-30 2018-10-26

Morningstar Global Shipping and Ports Index 1998-06-30 2018-10-26

Morningstar Global Software - Application Index 1998-06-30 2018-10-26

Morningstar Global Software - Infrastructure Index 1998-06-30 2018-10-26

Morningstar Global Specialty Chemicals Index 1998-06-30 2018-10-26

Morningstar Global Specialty Finance Index 1998-06-30 2018-10-29

Morningstar Global Specialty Retail Index 1998-06-30 2018-10-29

Morningstar Global Staffing and Outsourcing Services Index 1998-06-30 2018-10-29

Morningstar Global Steel Index 1998-06-30 2018-10-29

Morningstar Global Telecom Services Index 1998-06-30 2018-10-29

Morningstar Global Textile Manufacturing Index 1998-06-30 2018-10-29

Morningstar Global Thermal Coal Index 1998-06-30 2020-07-16

Morningstar Global Tobacco Index 1998-06-30 2018-10-29

Morningstar Global Tools and Accessories Index 1998-06-30 2018-10-29

Morningstar Global Travel Services Index 1998-06-30 2020-07-16

Morningstar Global Trucking Index 1998-06-30 2018-10-29

Morningstar Global Utilities - Diversified Index 1998-06-30 2018-10-29

Morningstar Global Utilities - Independent Power Producers Index 1998-06-30 2018-10-29

Morningstar Global Utilities-Renewable Index 1998-06-30 2020-07-16

Morningstar Global Utilities - Regulated Electric Index 1998-06-30 2018-10-26

Morningstar Global Utilities - Regulated Gas Index 1998-06-30 2018-10-26

Morningstar Global Utilities - Regulated Water Index 1998-06-30 2018-10-26

Morningstar Global Waste Management Index 1998-06-30 2018-10-26

Morningstar US Aerospace and Defense Index 1998-06-30 2022-10-27

Morningstar US Asset Management Index 1998-06-30 2022-10-27

Morningstar US Banks Index 1998-06-30 2023-04-11

Morningstar US Banks-Regional Index 1998-06-30 2022-10-27
Morningstar Global Sector Indexes | April 2023

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used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries.

Morningstar US Biotechnology Index 1998-06-30 2022-10-27

Morningstar US Diagnostics and Research Index 1998-06-30 2022-10-27

Morningstar US Information Technology Services Index 1998-06-30 2022-10-27

Morningstar US Medical Devices Index 1998-06-30 2022-10-27

Morningstar US Medical Instruments and Supplies Index 1998-06-30 2022-10-27

Morningstar US Oil and Gas Exploration and Production Index 1998-06-30 2022-10-27

Morningstar US Packaged Foods Index 1998-06-30 2022-10-27

Morningstar US Semiconductors Index 1998-06-30 2022-10-27

Morningstar US Software Application Index 1998-06-30 2022-10-27

Morningstar US Software Infrastructure Index 1998-06-30 2022-10-27

Morningstar US Specialty Chemicals Index 1998-06-30 2022-10-27

Morningstar US Specialty Industrial Machinery Index 1998-06-30 2022-10-27

Morningstar US Specialty Retail Index 1998-06-30 2022-10-27

Morningstar US Utilities - Regulated Electric Index 1998-06-30 2022-10-27
Morningstar Global Sector Indexes | April 2023

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