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Modular investment research and portfolio analysis platform.
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Methodology Documents
Methodology Papers
Morningstar Category Classifications Methodology
09 July 2012
157K
Morningstar® Equity Research Methodology
05 January 2012
191K
Morningstar® Target-Date Fund Series Rating and Research Reports Methodology
03 February 2010
128K
Morningstar Global Equity Classification Structure
26 April 2011
1.25M
Morningstar Rating™ for Funds Methodology
30 June 2009
367K
Morningstar Style Box™ Methodology
28 April 2008
284K
Morningstar Standard Deviation and Sharpe Ratio Methodology
31 January 2005
157K
Morningstar® Indexes Methodology
01 May 2004
177K
Advisor Workstation Project Management Methodology
15 January 2004
129K
Morningstar After-Tax Return Methodology
01 March 2013
220K
Morningstar Gross Return Methodology
01 October 2003
104K
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