Tell Your Story with Morningstar Essentials

Are you sending the right message to investors about your firm’s funds? Use trusted investment research to fuel your marketing campaign.



The Essentials Toolkit

Our ratings and analysis can anchor your ad campaigns and help drive traffic to your website. Investors and financial advisors recognize us as a trusted provider of independent investment research, ratings, and information. Connect with them using a voice they know.


How It Works


What You Get
  • A full menu of data, research, and ratings
  • Support from product and research specialists
How We Deliver
  • A self-serve web portal, accessible anytime
  • Available via data feeds including API and XML
What's Working?

Want to share examples of how you used Morningstar Essentials in your marketing materials? Connect with us.

Want to hear more about Essentials?

 Contact us.