Research and planning
Discover hidden value with data and research to set clients up for success with meaningful insights.
It all starts with data. Morningstar was founded on the idea that quality investment data should be available to everyone. Morningstar provides clients with comprehensive and timely data and research they can use to empower investor success.

Morningstar’s quest for quality never stops. Whether it’s timeliness, completeness, accuracy or consistency, we use independent measurements to make sure we’re providing the best possible data to every single user.
Discover data solutions for retail and institutional audiences. Our global coverage spans over 1.4 million managed investments, equities, bonds, indexes, alternatives and more.
Get data delivered on schedule and ready to go. Clients can choose how they want to receive data with our tools, feeds and APIs.
Choose from formats like CSV, XLSX, JSON, TXT, the morningstar_data Python package, and the cloud.
Power your AI applications with our industry-leading data that’s comprehensive, consistent and complete. Personalise insights, enhance your decisions and keep pace with the industry.





Data quality underpins everything we do, from collection to processing to delivery. We’re committed to getting it right.

We’re expanding our data coverage to provide a more holistic view, both by enriching our current data and adding new data to the mix.

Stay up to date on global events and across regulations that cover climate reporting, suitability decisions and more.

Morningstar, its affiliates and content providers accept no responsibility for any investment decisions, losses or damages arising from the use of this page. The content is provided for information purposes only and does not constitute investment advice or an offer to buy or sell any security. It has been prepared without regard to your financial objectives, situation or needs. You should consider its appropriateness and, where relevant, the applicable Product Disclosure Statement before making any investment decision.
Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.