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