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Consultation: Par Amount Outstanding Criteria in the Morningstar LSTA US Term Loan Index
Fixed income

Consultation Results: Morningstar Style Index Methodology
Equity

30 Day Reminder: Index Name change Notice (US Leveraged Loan)
Fixed income

1 Week Reminder Index Name Change Notice Jan 30
Equity

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Consultation: Par Amount Outstanding Criteria in the Morningstar LSTA US Term Loan Index

02/03/26

Client Consultation

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Fixed Income

Morningstar US Large Cap Dividend Select Index Rulebook

02/03/26

Rulebook

Morningstar Dividend

Equity

Morningstar Eurozone Multi-Sector Select 30 Decrement 50 Point GR EUR Factsheet

02/03/26

Factsheets

Morningstar Equity Sector and Industry

Equity

Consultation Results: Morningstar Style Index Methodology

02/02/26

Client Consultation

—

Equity

30 Day Reminder: Index Name change Notice (US Leveraged Loan)

02/02/26

Other

—

Fixed Income

1 Week Reminder Index Name Change Notice Jan 30

01/30/26

Other

—

Equity

Mstar DM Min Vol (USD) Reduced Carbon Select Holdings

01/30/26

Full Holdings

Morningstar Factor

Equity

Morningstar­ Transatlantic Semiconductors Static Select 15 Equal Weight Index Rulebook

01/29/26

Rulebook

Morningstar Equity Sector and Industry

Equity

MORNINGSTAR TRANSATLANTIC SEMICONDUCTORS STATIC SELECT 15 EQUAL WEIGHT 3522470 CON 20251231

01/29/26

Full Holdings

Morningstar Equity Sector and Industry

Equity

Morningstar Developed Markets ex-US Large Cap Dividend Leaders Screened Select 3464546 CON 20251231

01/28/26

Full Holdings

Morningstar Equity Sustainability

Equity

Morningstar Europe 600 Target Volatility 17% Index Rulebook

01/28/26

Rulebook

Morningstar Multi-Asset

Multi Asset

Monringstar US Prime 100 Rulebook

01/28/26

Rulebook

Morningstar Equity TME

Equity

Morningstar Global Target Market Exposure Sector Indexes Rulebook

01/27/26

Rulebook

Morningstar Equity TME Sector & Industry

Equity

Morningstar TME PAB Sust Select Rulebook

01/23/26

Rulebook

Morningstar Equity Sustainability

Equity

Announcement: Update to Face Amount Outstanding and Cash Treatment in Matured and Fully Called Bonds for Morningstar Fixed Income Indexes

01/22/26

Other

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Fixed Income

Morningstar PIMFA Equity Risk Index Series Rulebook

01/21/26

Rulebook

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Morningstar PIMFA Private Investor Index Series Rulebook

01/21/26

Rulebook

—

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Index Name Change Notice - Morningstar PitchBook Listed BDC Index

01/20/26

Other

—

Equity

MORNINGSTAR EUROPE SELECT 600 3517954 CON 20251231

01/20/26

Full Holdings

Morningstar Equity TME Market Cap

Equity

MORNINGSTAR EUROPE INFRASTRUCTURE SELECT 20 3518928 CON 20251231

01/20/26

Full Holdings

Morningstar Equity Sector and Industry

Equity

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