Morningstar
Empowering Investor Success Through Independent Research and Data.
Assets Under Management & Advisement
$294 billion (as of Dec 31, 2023)
Investment Data Points
Tens of millions
Analysts
260+
About Morningstar
Morningstar provides extensive data, research, and ratings that empower investment decisions. The company's core offerings include its proprietary Morningstar Rating™ for funds, in-depth analyst reports, and a suite of software and data solutions for the financial industry. For developers and institutions, Morningstar offers a range of APIs and data feeds that deliver real-time and historical market data, company fundamentals, fund information, and ESG (Environmental, Social, and Governance) ratings. These services are utilized by wealth management platforms, asset managers, and media outlets to power their own applications and analysis, integrating Morningstar's trusted data into their workflows.
Core Data Offerings
Fund Data
Comprehensive data on mutual funds, ETFs, hedge funds, and other managed products, including performance, holdings, and risk metrics.
Equity Data
Global equity data including pricing, fundamentals, corporate actions, and Morningstar's proprietary equity research.
Esg Ratings
Sustainability ratings for companies and funds based on environmental, social, and governance factors.
Market Data
Real-time and historical data for global indexes, currencies, commodities, and economic indicators.
Solutions For
Financial Advisors
Software and platforms like Morningstar Direct and Advisor Workstation for research, portfolio analysis, and client reporting.
Asset Managers
Data feeds, research, and analytics to support investment selection, risk management, and product development.
Individual Investors
Ratings, articles, and tools available through Morningstar.com for personal investment planning and research.
Developers & Enterprises
APIs and data services to integrate Morningstar's financial data into third-party applications and platforms.