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| | | | Sample Reports | | | | | Investment Comparison | | Provides a side-by-side comparison of up to four managed products including performance, style, sector, and expense analysis. Make comparisons between ETFs, open-end mutual funds, closed-end funds, and separately managed accounts identified through the Find Similar Funds tool. Available only in the Exchange-Traded Funds module. |
| |  | 72K | |
| | | | Asset Allocation | | Side-by-side analysis of a client’s current asset class mix and a target asset class mix. Illustrates how investments in the target asset allocation would perform over time and features an action plan containing recommendations for a proposed portfolio. |
| | | 137K | |
| | | | Portfolio Snapshot | | Provides an in-depth synopsis of a client's portfolio, with asset class and investment style breakdowns, performance information, and top holdings. Available in all modules except Hypotheticals.
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| | | 153K | |
| | | | Morningstar Mutual Fund Page | | Full-page reports provide performance information going back 12 years, top portfolio holdings, and Morningstar analysis. Updated semimonthly. Available only in Mutual Funds Advanced module.
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| | | 56K | |
| | | | Stock Analyst Report | | Evaluates more than 2,000 popular stocks by providing buy, sell, and hold direction, and fair value estimates using Morningstar proprietary methodology. Includes analysts’ opinions, historical returns, and company news. Available only in Stocks Advanced module. |
| | | 158K | |
| | | | Mutual Fund Detail | | Highlights key performance, investment style, portfolio, and operations information in a single-page, FINRA-reviewed format for both open-end mutual funds and exchange-traded funds. Available in Mutual Funds and Mutual Funds Advanced modules.
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| | | | Stock Detail | | Presents proprietary Morningstar Stock Grades for profitability, growth, and financial health, with the Morningstar Fair Value Estimate. Available in Stocks and Stocks Advanced modules.
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| | | 32K | |
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