Morningstar Launches Real Asset Index For Benchmarking Diversified Portfolio of Inflation-Hedged Investments

 Morningstar Launches Real Asset Index For Benchmarking Diversified Portfolio
                       of Inflation-Hedged Investments

PR Newswire

CHICAGO, Jan. 17, 2013

CHICAGO, Jan. 17, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a
leading provider of independent investment research, has launched the
Morningstar^® US Real Asset Index^SM, a diversified portfolio of liquid assets
that traditionally provide a hedge against inflation, including Treasury
inflation-protected securities (TIPS), real estate investment trusts (REITs),
and commodity stocks and futures.

"Inflation erodes the value of financial assets. While inflation has been low
overall in recent decades, the cost of items retirees consume—healthcare, gas,
food—has been rising at a fast clip," Sanjay Arya, senior vice president of
Morningstar Indexes, said. "Investors have been showing a great deal of
interest in holding a variety of investments that keep pace with inflation and
add portfolio diversification, and the investment industry is paying
attention. Since early 2010, more than 20 new funds have been launched that
allocate between several real asset classes. The Morningstar US Real Asset
Index will allow investors to better benchmark their real return investments
and gain a deeper understanding of the benefits of adding a broad spectrum of
inflation-hedged assets to their portfolios."

The Morningstar US Real Asset Index consists of liquid assets that can be
accessed easily in public markets. The index holds approximately 40% TIPS, 30%
commodities futures, 15% REITs, and 15% commodity stocks, including both
companies involved with resource extraction and master limited partnerships
(MLPs) engaged in resource transportation and processing. Morningstar
reconstitutes the index semi-annually. Click here to learn more about how real
assets can help hedge against inflation risk.

Introduced in 2002, the Morningstar Indexes include a broad range of
traditional beta global equity, fixed income, and commodity indexes that are
also combined to form an asset allocation index series. Morningstar Indexes
also offers a series of active equity indexes that draw on the equity, fund,
and asset allocation research across the company. Currently, 32 ETFs and one
ETN track Morningstar Indexes. For more information about all of Morningstar's
indexes, visit http://indexes.morningstar.com. Morningstar Indexes is part of
the Morningstar Investment Management division.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in
North America, Europe, Australia, and Asia. The company offers an extensive
line of products and services for individuals, financial advisors, and
institutions. Morningstar provides data on more than 385,000 investment
offerings, including stocks, mutual funds, and similar vehicles, along with
real-time global market data on more than 8 million equities, indexes,
futures, options, commodities, and precious metals, in addition to foreign
exchange and Treasury markets. Morningstar also offers investment management
services through its registered investment advisor subsidiaries and has
approximately $195 billion in assets under advisement and management as of
Sept. 30, 2012. The company has operations in 27 countries.

©2013 Morningstar, Inc. All rights reserved.

MORN-C

Media Contacts:
Alexa Auerbach, 312-696-6481 or alexa.auerbach@morningstar.com

SOURCE Morningstar, Inc.

Website: http://www.morningstar.com
 
Press spacebar to pause and continue. Press esc to stop.