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Licensed investment research

Comprehensive investment research to help navigate an evolving market, delivered to support your workflows.

Morningstar’s research capabilities which include a fund report and proprietary analytics such as the Morningstar Star Rating, ESG Risk Rating, and Medalist Rating.

Build long-term value on a foundation of trusted research.

How licensed research powers confident decisions

You can illuminate opportunities in an evolving market using trusted insights. You’ll get back time to focus on client relationships, build your business, and empower investor success.

Find and select investments

Choose the right investments for each clients’ goals with deep, but digestible analyst insights and ratings.

Analyze investments

Financial professionals across the globe lean on our analysis of stocks, mutual funds, ETFs, and much more.

Meet compliance requirements

Our research and ratings can help firms navigate complex, changing regulatory environments.

Drive impactful client conversations

Use our insights and analysis to inform the guidance your clients expect.

Choose how you want to access Morningstar research

You’ll have research at your fingertips for whatever workflow and business problem you want to solve. Choose from flexible integration options to find the one that fits your firm’s needs.

Morningstar's ratings and research delivered via batch feeds.

Research feeds

Power your workflows and applications with ratings and research delivered via batch feeds.

Growth of 10,000 USD for a fund with a five-star rating versus its benchmark.

Direct Web Services

Use our portfolio analysis and investment research APIs to unlock research and 2,000-plus data points on over 300,000 investments. Configure APIs to search, sort, compare, and analyze investments that meet your users’ criteria.

Morningstar Direct

In Direct, you’ll have access to our Manager Due Diligence and Selection Services. Whether you need to evaluate and monitor your product shelf, get custom data reporting and analytics, or a curated list of funds based on your investment preferences, Direct can help. You’ll also benefit from Direct Compass, home to our analyst research.

One of Morningstar’s AI investment tools, Direct AI Insights, analyzing NVIDIA Corp and The Walt Disney Co stocks, and the Vanguard Target Retirement 2040 Fund.

Morningstar AI agents and insights

Your AI output depends entirely on your input. Feed your AI applications Morningstar’s independent investment research, trusted by professional investors worldwide. Enhance your workflows with actionable analysis, seamless integration, and portfolio insights.