Morningstar Advantages
Investment Planning Tools
Portfolio Management Tools
Service and Support
  • Finding the right investment options within the thousands of securities available can be time-consuming and challenging. Morningstar’s Investment Planning Tools are easy to use and highly efficient, producing the insight and clarity that can lead to smart decisions. The tools fully utilise Morningstar’s experience in collecting investment data, analysing securities, and creating products that empower individuals to manage their investments.
  • For advisers and individuals:
    Morningstar HTML and PDF Reports
    Cover a variety of investment types
    Feature proprietary Morningstar data and analysis
    Morningstar's comprehensive online Investment Detail reports are a one-stop source for timely data and research on funds. A complete research tool, these reports present proprietary statistics and performance, portfolio, and operations information in a clear, easy-to-understand tabular format. They include proprietary data such as the Morningstar Rating™, Morningstar Style Box™, Morningstar Return, Morningstar Risk, and Morningstar Category. Investment Detail reports are essential resources for advisers and investors in evaluating specific investment vehicles and making meaningful comparisons and sound investment decisions.
    Straightforward screening tool using pre-defined fields for ranking
    Quickly sort by performance, risk, rating, fees, and other data
    The Quickrank tool allows users to sort securities by performance, Morningstar Rating™, portfolio characteristics, key valuation ratios, fees, and other data points. Available for any investment type in our database, Quickrank can serve as a gateway to the full range of Morningstar data.
    Graphic interface allows for user-defined screens on dozens of criteria
    Criteria selection includes operators such as “equal to” and “greater than” for more precise screens
    Multiple results views provide a vast amount of investment information
    The Screener tool helps users sort through thousands of securities, including open-end funds, life and pension funds, stocks, investment trusts, and hedge funds, using customisable criteria to find those suited to specific investment needs.
    Fund Compare
    Side-by-side comprehensive view of funds
    The Fund Compare tool allows users to quickly evaluate funds against one another to see which have the highest returns, the highest Morningstar Rating, the lowest fees, and more.
    Syndicated Editorial
    Feature independent data and investment analysis
    Add timely news and commentary to websites and print materials
    Explain investment concepts with educational content
    Save time and money by using consistently formatted information
    Morningstar’s editorial content, is highly respected in the industry. Fund research and opinions generated by Morningstar analysts are sought after by both national and international publications. Morningstar content features a unique combination of news, analysis, education, and commentary available in a clear, concise format. This offers a convenient solution for institutions that want to post reliable editorial to their website but lack the resources to do it efficiently.
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