Overview
Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
  • Warehouse Data License
    The Warehouse Data License features extensive data and proprietary statistics that help clients illustrate style-specific benchmarks, fee and expense details, and performance and full portfolio information across investment universes. Familiar statistics and data from this license can be used by fund supermarkets and wrap platforms for client communications, website content, shareholder reports, and presentations to help investors and advisers evaluate investments.
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  • INV_LD_SP2A_C
  • Data groups available
    Closed-end funds
    Collective trusts
    Exchange-traded funds
    Hedge funds
    Life and pension funds
    Morningstar ® Category
    Morningstar ® Global Investment Fund Sectors (GIFs)
    Offshore funds
    Stocks
    Unit trusts and OEICs
    Applications
    Fact sheets
    Multi-manager research
    Shareholder communications
    Websites and software tools
    Delivery
    Data is delivered between the sixth and tenth business day each month.
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