The Morningstar Lifetime Allocation Index series consists of 13 target-date indexes each of which is available in three risk profiles -- aggressive, moderate, and conservative. The index asset allocations adjust over time -- even beyond the stated retirement date -- by reducing equity exposure and shifting toward traditional income-producing and inflation-hedging asset classes (e.g., bonds and Treasury inflation-protected securities).
The Morningstar Target Risk Index series consists of five asset allocation indexes that span the risk spectrum from conservative to aggressive. All of the indexes are based on well-established asset allocation methodology from Ibbotson Associates, a Morningstar company and a leader in the field of asset allocation theory.
Morningstar relies on its comprehensive family of proprietary indexes that span a global set of equity, fixed income, and commodity asset classes to build the asset allocation indexes. The family of asset allocation indexes can serve as benchmarks to help with target-date, target-risk, and retirement-income product selection and evaluation or can be licensed to institutions for the creation of investment vehicles like mutual funds, exchange-traded funds (ETFs), or commingled trusts.
For more information visit: htttp://www.morningstar.com/
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