New Fund Activation
Open-End Fund (Mutual Fund, ETFs, Offering Memorandum), Segregated Fund
Performance Data
Portfolio Data
Fund Category
Contact Information
How to Disseminate Data Through Morningstar
Data providers and fund managers can use these templates, guidelines, and email addresses to disseminate fund data through Morningstar.
We understand the importance of providing accurate, timely and complete fund data to financial market participants and clients.
Delivering data to Morningstar is free of charge. Please review the standards and technical requirements below so we can process your data successfully and display it correctly in our products.
Institutional Investment (Separate Account - SAs, Model Portfolio - MPs)
New Fund Activation
Performance Data
Portfolio Data
Fund Category
For Category Appeal please contact:
Contact Information
Pooled Fund
New Fund Activation
Performance Data
Portfolio Data
Fund Category
Contact Information