Morningstar Data
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.