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Morningstar Indexes Treatment of Taiwan and Taipei Exchanges

1 Week Reminder: Morningstar Indexes General Equity Index Consultation Results: Q1 2026
Equity

Consultation Results: Eligible US Exchanges
Equity

30 Day Reminder: Morningstar Indexes Fixed Income Annual Market Classification Review
Fixed income

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Morningstar Global Leveraged Loan 70-30 Currency Hedged Index Rulebook

10/06/26

Rulebook

Morningstar Leveraged Loan Custom

Fixed Income

MORNINGSTAR DEVELOPED EUROZONE MULTI SECTOR SELECT 10 22 CAPPED 3583289 CON 20260630

07/11/26

Full Holdings

Morningstar Equity TME Sector & Industry

Equity

MORNINGSTAR US MULTI SECTOR SELECT 10 18 CAPPED 3583288 CON 20260630

07/11/26

Full Holdings

Morningstar Equity TME Sector & Industry

Equity

MORNINGSTAR US MULTI SECTOR SELECT 15 CAPPED 3583283 CON 20260630

07/10/26

Full Holdings

Morningstar Equity TME Sector & Industry

Equity

MORNINGSTAR DEVELOPED EUROZONE MULTI SECTOR SELECT 15 CAPPED 3583537 CON 20260630

07/10/26

Full Holdings

Morningstar Equity TME Sector & Industry

Equity

Morningstar AI Beneficiaries Select Index Rulebook

07/10/26

Rulebook

Morningstar Thematic

Equity

Morningstar Indexes Treatment of Taiwan and Taipei Exchanges

07/09/26

Other

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MSTAR DM Min Vol (USD) Reduced Carbon Select 2773484 CON 20260630

07/08/26

Full Holdings

Morningstar Factor

Equity

MORNINGSTAR US ARTIFICIAL INTELLIGENCE BENEFICIARIES SELECT 3578821 CON 20260630

07/08/26

Full Holdings

Morningstar Thematic

Equity

1 Week Reminder: Morningstar Indexes General Equity Index Consultation Results: Q1 2026

07/07/26

Client Consultation

—

Equity

Consultation Results: Eligible US Exchanges

07/07/26

Client Consultation

—

Equity

30 Day Reminder: Morningstar Indexes Fixed Income Annual Market Classification Review

07/07/26

Client Consultation

—

Fixed Income

MORNINGSTAR EMERGING MARKETS FACTOR TILT P000000114 CON 20260630

07/07/26

Full Holdings

Morningstar Factor

Equity

MORNINGSTAR EUROZONE BANKS SELECT 3268557 CON 20260630

07/07/26

Full Holdings

Morningstar Equity Sector and Industry

Equity

MORNINGSTAR DEVELOPED MARKETS ASIA PACIFIC EX JAPAN ESG ENHANCED 2715187 CON 20260630

07/07/26

Full Holdings

Morningstar Equity Sustainability

Equity

MORNINGSTAR DEVELOPED EUROPE AEROSPACE DEFENSE STATIC SELECT EQUAL WEIGHT 3308413 CON 20260630

07/07/26

Full Holdings

Morningstar Equity Sector and Industry

Equity

MORNINGSTAR DEVELOPED MARKETS EX JAPAN GENDER DIVERSITY 2411388 CON 20260630

07/07/26

Full Holdings

Morningstar Gender Diversity

Equity

MORNINGSTAR EUROPE SELECT 600 3517954 CON 20260630

07/07/26

Full Holdings

Morningstar Equity TME Market Cap

Equity

MORNINGSTAR DEVELOPED MARKETS EX NORTH AMERICA LARGE CAP 1688334 CON 20260630

07/07/26

Full Holdings

Morningstar Equity Market Cap

Equity

MORNINGSTAR DEVELOPED MARKETS EUROPE TECHNOLOGY COMMUNICATION SERVICES SECTORS 2953996 CON 20260630

07/07/26

Full Holdings

Morningstar Equity Sector and Industry

Equity

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