Based on the same methodology as the Morningstar Style Box™, Morningstar has developed a comprehensive family of 16 indexes targeting 97% of the U.S. equity market. The Morningstar indexes include a broad market index, three cap indexes, three composite style indexes, and nine style indexes.
To view an Index Report
From the Tools menu, click Market Barometer. The Market Barometer opens.
In the left-hand column, click Index Data. The Index Data screen opens. The Morningstar Indexes (and a select few more) are listed. The default time period view is Trailing Returns. Click the View arrow and select Annual Returns if desired.
Click the name of the index you'd like to see (for example, Morningstar US Market TR). The corresponding Index Report opens.