The Morningstar® Australia and New Zealand Target Allocation Index family is a broadly diversified set of indexes designed to help investors with differing risk tolerance levels benchmark their multi -asset portfolios.
To assist with this process, Morningstar has created five different defensive/growth asset class combinations related to five different levels of risk: Conservative, Cautious, Balanced, Growth and Aggressive. ß ® Morningstar®Risk Proﬁles and Strategic Asset Allocations
In the United States, Morningstar supports 122 categories, which map into nine category groups (U.S. equity, sector equity, allocation, international equity, alternative, commodities, taxable bond, municipal bond, and money market).
As of 29thOctober 2021, Morningstar will be replacing the Morningstar Category Benchmark for all Australian and New Zealand Multisector Fund Categories with the newly released Morningstar Target Allocation Index Family. As such, we will be retiring the legacy AU & NZ Multi-Sector Market Index series as of 31stDecember 2021.
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