As of September 30, 2024, assets linked to and tracking Morningstar Indexes totaled $228.2 billion, an increase of 37.5% over the prior-year period. (This does not include actively managed assets benchmarked to a Morningstar index.)

Roughly 70% of assets linked to a Morningstar index are in exchange-traded funds (ETFs), a little less than 30% are in open-ended funds, and the remaining small percentage is held in collective investment trusts, separately managed accounts, and derivatives. In total, there are more than 300 products linked to Morningstar Indexes. To review the ETFs and open-end funds on this list, you can create a search in Morningstar Direct to track the various products. Select the universe "Funds (Open End and Exchange-Traded Funds)" and use the following parameters:

• Primary Prospectus Benchmark Contains "Morn"
• Index Fund = "Yes"
• Oldest Share Class = "Yes"

Note that this search will capture the vast majority of assets in investable products that track Morningstar Indexes, although there are a few products that do not report holdings to Direct.