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Morningstar Data

Illuminating the Investable Universe

The Investment 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.

Gain access to real-time price changes and live news updates in our Market Monitoring platform.

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

INVESTMENT RESEARCH

Expand your reach to fuel competitive equity recommendations

Empower financial professionals to evaluate a broader set of equities and validate their assumptions against a trusted source for proven research and ratings.


Basic

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


Advanced

Morningstar Proprietary Data
Portfolio Holdings
Industry Classifications

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

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

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

Explore the Investment Data 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

2020 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.

2020 Health Savings Account Landscape

Get new and timely market data and in-depth analysis of asset classes and global economic indicators in this quarterly collection of charts and analysis.

Ready to See for Yourself?

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