Morningstar Data

Illuminating the Investable Universe

Data is where we started and where we continue to innovate. Our research powerhouse, comprised of 350+ global analysts, informs new areas of data expansion across all asset classes and contextualizes foundational data to create data feeds comprised of unique, premium IP. Collectively, these high-quality emerging data sets and the analytics that help you make sense of them put everything you need in one place.

The Data You Need in One Place
Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights.

Equity Data

Build better portfolios with company- and security-level fundamental data and many other complementary data sets, such as classification, ownership, and executive insight.

Managed Investment Data

Apply multiple types of managed investments with a complete global set of operational, performance, and portfolio data.

Market Data

Engage market data solutions featuring broad market coverage, historical tick data, market monitoring, and flexible delivery options.

Power Your Business Goals
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PORTFOLIO CONSTRUCTION

Create portfolios that center around investors’ goals.

Build a portfolio with holdings data and aggregated statistics to maximize diversification for personalized goals.


Basic

  • Investment Basic Details
  • Fees and Expenses
  • Asset Allocation
  • Portfolio Statistics

Advanced

  • Portfolio Holdings
  • Industry Classifications
  • Target-Date Glide Path
  • Morningstar Proprietary Data

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MONITORING

Ensure portfolio performance to maximize recommendations.

Conduct data-driven monitoring to obtain the true exposure of your client's portfolio and align goals to actual outcomes.


Basic

  • Investment Basic Details
  • Corporate Actions
  • Fees and Expenses
  • Performance Data
  • Pricing Details

Advanced

  • Category Ranks
  • Fund Flows
  • Morningstar Classifications
  • Portfolio Analytics
  • Portfolio Holdings

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REPORTING

Easily communicate goal progress to investors.

Provide a robust set of investment and portfolio details to the end investor and track progress toward their investment goals.


Basic

  • Investment Basic Details
  • Performance Statistics
  • Fees and Expenses
  • Portfolio Statistics
  • Manager Details

Advanced

  • Portfolio Holdings
  • Fund Flows
  • Industry Classifications
  • Morningstar Proprietary Data

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SCREENING

Search for investments aligned to your clients’ needs.

See a wide variety of options based on data across investment type, operations, performance, and portfolio data points, all while scaling across regions, strategies, and markets.


Basic

  • Investment Basic Details
  • Manager Information
  • Fees and Expenses
  • Financial Statement Details

Advanced

  • Morningstar Ratings
  • Morningstar Category
  • Industry Classifications

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INVESTMENT RESEARCH

Leverage high-quality data to find the right investments.

Engage our global coverage and proprietary analytics and allow users to conduct in-depth research to clarify the why behind their investment selection.


Basic

  • Investment Basic Details
  • Manager Information
  • Fees and Expenses
  • Financial Statement Details
  • Performance Data

Advanced

  • Morningstar Proprietary Data
  • Portfolio Holdings
  • Industry Classifications

Explore the Difference

Extensive Breadth of Coverage

Access the full spectrum of investments, including company, fund, and exchange coverage across all asset classes.

Unique Depth of Insight

Obtain historical holdings data on funds with a global reach, creating a window into registered and nonregistered investments.

Data Contextualization

Tap into the research-driven insight from our proprietary analytics to clarify the data, making it immediately actionable.

Insight Visualization

Maximize your ability to understand, compare, and communicate with our recognizable system of ratings and classifications.

Integrity Born of Quality

Ensure precision with the highest-quality data, consistently put to the test by our independently governed quality-assurance group.

Regulatory Readiness

Leverage your always-on advocate to help clients feel secure in meeting their fiduciary responsibilities with the timeliest data source.

Seamless Delivery

Implement tailored solutions synced to various delivery methods—including flat files, APIs, and streaming—for centralized data consistency.

Complete and Accurate

Minimize the gaps with complete, accurate, and timely data that is subjected to meticulous QA processes to ensure the highest quality.

Bringing Smart Data to Life

2019 Target-Date Fund Landscape

We uncover how components like investment process, fund managers, and firm performance impact target-date strategies.

Morningstar’s Guide to Holdings-Based Style Analysis

We detail the differences between a holdings-based style analysis and returns-based style analysis, and outline how to use the right method so that holdings match up with investment goals.

2019 Health Savings Account Landscape

We evaluate 11 of the largest HSA providers to provide clarity to investors about this often opaque and evolving space.

Ready to See for Yourself?

See how Morningstar’s data can help you help investors build a better financial future.