The indexes, which will benchmark nontraded, semi-liquid funds, are scheduled to be released in the first quarter of 2026.

Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the VanEck Morningstar Wide Moat ETF (MOAT) is a smart beta exchange traded fund launched on 04/24/2012.

The FlexShares Morningstar U.S. Market Factor Tilt ETF (TILT) made its debut on 09/16/2011, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Blend ...

Morningstar announced the upcoming launch of the Morningstar PitchBook U.S. Evergreen Fund Indexes, which it said will offer peer group benchmarks designed to measure the performance of nontraded ...

In November 2025, Morningstar, Inc. announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes, aiming for a full rollout in the first quarter of 2026 to provide benchmarks ...

The independent investment research firm is also urging investors not to overreact to short-term headlines, noting that tariffs, central bank leadership changes and geopolitical tensions may fuel ...

The Morningstar US Growth Index has outperformed Morningstar US Value Index by around 10 percentage points this year.

Morningstar and PitchBook combine industry leading index expertise and private market intelligence to help investors bridge the public-private market gap. Unlike traditional benchmarks capturing only ...

Morningstar’s fourth annual global asset owner survey finds a rethink on asset allocation amid changing global landscape, continued innovation in climate investing and a push for more direct ...