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  • Morningstar® Essentials™ Data License
    Morningstar® Essentials™ enables broad distribution of Morningstar proprietary statistics to use in marketing materials and shareholder communications for a wide range of investment funds. An Essentials license puts the reliable reputation of the Morningstar brand in all client communications and brings objectivity to educational and marketing initiatives.
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  • INV_LD_SP2A_A
  • Data universes available
    Investment funds
    Applications
    Adviser and investor websites
    Direct mail
    Fact sheets
    Sales presentations
    Shareholder communications
    Software tools and platforms
    Trade show handouts
    Delivery
    Data is delivered between the sixth and tenth business day each month.
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