Disseminating Data to Morningstar
Welcome to Morningstar’s fund data dissemination instruction page. This page is designed for data providers, fund managers that are, or intending to, disseminate fund data to Morningstar.
Delivering data to Morningstar is free of charge; however, we have certain standards and technical requirements in place, to process your data successfully and display accordingly within our products.
We understand the importance of providing accurate, timely and complete fund data to financial market participants and clients.
The purpose of this page is to provide insight how to disseminate data to Morningstar.
Templates, Guides and Email Addresses
Please find below the email addresses and downloads to our guides and key funds data templates.
Open-End Fund (Mutual Fund, ETFs, Offering Memorandum), Segregated Fund
New Fund Activation
Performance Data
Portfolio Data
Fund Category
Contact Information
Institutional Investment (Separate Account - SAs, Model Portfolio - MPs)
New Fund Activation
Performance Data
Portfolio Data
Fund Category
Contact Information
Pooled Fund
New Fund Activation
Performance Data
Portfolio Data
Fund Category
Contact Information
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