Fund Coverage Request Form

Fund Coverage Request Form

	Morningstar’s Fund Research team is dedicated to covering the funds most relevant to investors. This means funds of significant investor interest or those we believe to have investment merit. If your fund of interest is not currently covered and you believe that it merits coverage, please fill out the form below. Our Fund Research team reviews these requests on a quarterly schedule. For background on our coverage selection process, please click here. For a list of the U.S. open-end funds we cover, please click here. For a list of the U.S. closed-end funds we cover, please click here. For a list of the U.S. ETFs we cover, please click here. Read our Morningstar Analyst Rating™ fact sheet and methodology document.


	*required fields


	Fund Information

	Fund Name* (Please begin typing the name and a dropdown list of funds will appear. Select the appropriate fund from the dropdown list.)		Fund Size (if known)



	Strategy-Level Assets Across Vehicles (if known)



	If you have additional information to support why the fund should be covered, please include it below (limit 250 words). If you’d like to submit an attachment, you may send it to the email address in the confirmation email you’ll receive after submitting this form.


	Submitter Information

	First Name*		Last Name*

	First Name Required		Last Name Required

	Email*		Phone*

	Email Required		Phone Required

	Are you a fund company representative?*

	Company Name		Company Address Line 1


	Company Address Line 2		Company City


	Company State/Region		Company Country


	Company Postal Code

Please type in the text shown below:


Enter the word:

	We require this step to prevent automated submissions.


	To read our privacy policy, please click here.