Think inside the box
A more flexible, intuitive framework for style investing and analysis
Designed to accurately represent the size and style dimensions of the U.S. equity market in alignment with the Morningstar Style Box™, the Morningstar® Broad Style IndexesSM are a natural complement for informing style-related investment decisions. Index methodology targets broad market segments to accurately and consistently reflect the opportunity set for style investors.
Intelligent benchmarking
Methodology targets broad segments consistently over time, facilitating better benchmarking of active strategies.
Aligned with the Morningstar Style Box
A natural complement for informing style-related investment decisions, resulting in a consistent frame of reference and holistic measurement of style.
Exceptional value
Advancing Morningstar’s goal of lowering the cost of benchmarking and empowering investor success.
Stay on top of style trends with the Morningstar Quarterly Style Monitor
Morningstar Broad Style Indexes
The Morningstar Broad Style Index family consists of 17 indexes that track the U. S. equity market by capitalization and investment style. Read the Methodology.
Five indexes represent size segments based on their coverage of the U. S. equity market:
Large Cap
Large-Mid
Mid Cap
Small-Mid
Small Cap Extended
Twelve indexes represent style segments within each of the size segments:
Large Cap
Broad Growth
Large Cap
Broad Value
Large-Mid
Broad Growth
Large-Mid
Broad Value
Mid Cap
Broad Growth
Mid Cap
Broad Value
Small-Mid
Broad Growth
Small-Mid
Broad Value
Small Cap
Broad Growth Extended
Small Cap
Broad Value Extended
Market
Value
Market
Growth
Forever in Style: Expanding Morningstar’s Style Index Suite
In response to the ongoing evolution of style investing, Morningstar launched a suite of style indexes to complement its original family. The Morningstar Broad Style Indexes are aligned with the Morningstar Style Box by design and serve a wide range of investor needs.
About the Morningstar Style Box
