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Morningstar Launches Morningstar Broad Style Indexes, Establishing a More Robust Framework for Style Analysis in U S Equity Portfolios

Share this article Share this article CHICAGO, Jan. 27, 2021 /PRNewswire/  Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Broad Style Indexes℠, a family of indexes designed to more accurately represent the size and style dimensions of the U.S. equity market. The Morningstar Broad Style Indexes consists of 12 U.S. equity indexes that divide the market by capitalization and investment style. (PRNewsfoto/Morningstar, Inc.) With more than 30 years of independent Morningstar research and analysis powering our indexes, the Morningstar Broad Style Indexes further empower investors seeking tools that facilitate diversification and strengthen their portfolios, said Ron Bundy, president of Morningstar Indexes. While a wide array of factors has emerged over time, size and valuation continue to define managed strategies to a far greater extent than other factors. With the addition of the Broad

Morningstar, iShares Partner Up to Launch Style Investment ETFs

Morningstar, iShares Partner Up to Launch Style Investment ETFs December 17, 2020 Investors will soon be able to access BlackRock iShares exchange traded funds that reflect the iconic Morningstar Style Box. Morningstar Inc., a leading provider of independent investment research and a leader in style analysis and investing since the creation of the Morningstar Style Box in 1992, will launch a new index family, the Morningstar Broad Style Indexes, in January 2021, according to a Morningstar note. The Morningstar Broad Style Indexes are designed to more accurately represent the size and style dimensions of the U.S. equity market. The underlying data and methodology of the Morningstar Broad Style Indexes will be consistent with the Morningstar Style Box, which will make the Morningstar Broad Style Indexes a natural complement for informing style-related investment decisions.

Morningstar and iShares Join Forces to Lead the Industry in Style Investing

Morningstar and iShares Join Forces to Lead the Industry in Style Investing
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