Broad Investment Data Coverage
The investing world is bigger than ever, and this size presents a challenge. The number of new investment strategies, asset classes, and vehicles has ballooned, and investors are being drawn into corners of the market that didn’t exist a decade ago.
Morningstar’s trusted data and research helps investors find great investments and assemble those investments into balanced portfolios.
Managed investments
Morningstar covers about 800,000 investment offerings, including equities, mutual funds, and similar vehicles.
We keep real-time global market data on about 22.5 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign-exchange and Treasury markets.
We’re committed to being a leader in the investment data space, so we never stop working to expand our coverage with new datasets and improvements to existing datasets.
Morningstar covers about 800,000 investment offerings, including equities, mutual funds, and similar vehicles.
We keep real-time global market data on about 22.5 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign-exchange and Treasury markets.
We’re committed to being a leader in the investment data space, so we never stop working to expand our coverage with new datasets and improvements to existing datasets.
Core Investments
Open-End Funds
Exchange Traded Products
Closed-End Funds
Hedge Funds
Money Market
Unit Investment Trusts
Models and Managed Accounts
Model Portfolios
Separate Accounts
Managed Accounts
Strategy Data
Variable Annuities
Variable and Fixed Annuities
Variable Annuity Underlying Funds
Variable Annuity Subaccounts
Insurance
Life Insurance
Insurance Policies (Policy Level)
Pensions
Pensions (Policy Level)
Pension Underlying Funds (Fund Level)
Pension Policies
Retirement and Corporate Benefit
Group Retirement Plan Annuities
Retirement Plans
Collective Investment Trusts (including Stable Value)
Health Savings Accounts
529 Plans
Form 5500
Entities and securities
Primarily sourced from company filings, our company and security data includes over 500 calculated data points built from robust methodologies across fundamental and complementary datasets to help clients build better portfolios.
Entities
Corporations
Fund Companies
Securities
Common and Preferred Stock
Corporate and Sovereign Bonds
Municipal Bonds
Syndicated Loans
Securitized Debt
Morningstar Indexes
We have a robust range of indexes across all major asset classes, styles, and strategies for making asset allocation decisions, benchmarking investment performance, and creating index-linked investable products.
Morningstar Alternatives
Morningstar Equity Indexes
Morningstar ESG
Morningstar Fixed Income Indexes
Morningstar Multi-Asset Indexes
Alternative investments
We’re continuously evolving to meet the needs of our clients, expanding into new markets to build our coverage and cover the whole portfolio.
Structured Products/Notes