Data Coverage
Data is collected and analyzed from the global universe of asset classes, markets, and currencies. The transparency investors demand—with the timeliness, accuracy, completeness, and consistency they expect.
Investment data that speaks the global language of professional investors
Morningstar data covers the expanding universe of investment options, including public and private markets, ETFs, and alternatives.
Sourced with precision and enriched with proprietary data analytics only Morningstar can provide, our data is delivered with the flexibility investment professionals need to manage risk, build complete portfolios, and expand their business.
The Power of Morningstar Data + Analytics
Data Enrichment
Proprietary analyses allow comparisons and benchmarks for richer, more personalized, and more marketable portfolios. Independent ratings, metrics, and standard language drive greater process efficiency.
Data Accessibility
Data is integrated into existing systems and workflows for seamless operation with tools for flexible application. Custom tagging allows fast, accurate comparisons across asset types and investment strategies.
Data Application
Advanced tools make the data actionable and decisive. Investors can model risk, allocate assets, and manage compliance through custom data dashboards, streamlining intelligence and reporting.
Incorporate Our Investment Data Into Your Business
Data Feeds
The whole range of Morningstar data is available to explore, analyze, and now export with custom feed creation. Whether you use our data feeds or create your own, you can get the data you want, when you need it, in the format you need.
Platforms and Applications
Use one highly versatile tool to complete a spectrum of workflows, including investment research and analysis, product creation, portfolio management, and investment reporting.
Custom Delivery
Bring your own data or draw from our standard or IP-driven datasets and choose from a wide range of supported methodologies to reflect specific index requirements.
We Have the Investment Data You Need
Morningstar covers about 800,000 investment offerings, including equities, mutual funds, and similar vehicles. We keep real-time global market data on about 22.5 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign-exchange and Treasury markets.
Equities
Morningstar covers more than 54,000 public companies around the world. Our equity data can help you find long-term investments that we think are priced at a discount.
Managed Investments
Our coverage extends to hundreds of thousands of managed products, including our core investments across open- and closed-end funds, ETFs, models and managed accounts, variable annuities, and more, with consistency across investment universes for precise comparisons.
Fixed Income
As interest rates cycle up and down, it’s crucial to keep an eye on debt instruments, and we can provide a database of 6.6 million fixed-income investments you can use to keep tabs on your holdings and uncover value when the time is right.
Alternatives
Our data surrounding structured products, interval funds, and REITs puts you ahead of the curve with educational resources, data, and analytics that can help you discover hidden value and meaningful insights.
Private Market
The line between public and private investments is getting blurrier every day, and we’ve got data on 4.2 million privately held companies you can use to see the big picture on markets and investments.
Indexes
With a robust range of solutions across all major asset classes, styles, and strategies, Morningstar Indexes draw on unique intellectual property to unlock an extensive range of emerging opportunities while providing a robust institutional beta platform for core investing.
ESG and Climate
Accessible, robust, and reliable ESG and climate data are an essential part of investment decision making. Designed to integrate into investor workflows, Sustainalytics’ transparent data solutions empower investors with the essential insights needed for identifying risks and opportunities with confidence.
Business Intelligence
Our business intelligence data can help you keep tabs on your products and the competition, so you know where you’re at and where you’re headed.
Market and Real-Time
This data is the foundation of the entire investing ecosystem, and we can provide market and real-time data you can use to fuel a number of applications, from internal dashboards to external apps, documents, and digital experiences.
Credit Ratings
Morningstar DBRS provides independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally, with ratings on more than 4,000 issuers and 60,000 securities.
What Our Customers Are Saying
Morningstar investment data reaches customers in a variety of ways. Learn how it can improve workflows and minimize blind spots for portfolio managers, advisors, and more.
Explore Morningstar Investment Data for Free
Start a two-week trial of Morningstar Direct. Experience our data and research, ratings, analytics, and more.
Learn More About Morningstar Capabilities
Manager Due Diligence and Selection Services are offered by Morningstar Research Services LLC, a subsidiary of Morningstar, Inc. Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with by the U.S. Securities and Exchange Commission. In the European Union, the Manager Due Diligence and Selection Services group is part of Morningstar Investment Management Europe Limited, which is authorized and regulated by the UK Financial Conduct Authority to provide services to professional clients.