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Morningstar® Data for Managed Investments
The leading source for global managed investment data.
Overview
Managed Investment Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
Alerts Data License
The Alerts Data License provides a notification of changes in the Morningstar database, communicating fund mergers, manager turnover, Morningstar Style Box™ shifts, new Morningstar Ratings, and other events. The data license offers flexible delivery options and is commonly used to support marketing efforts, inform advisors, and maintain databases.
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Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
Open-end funds
Closed-end funds
Variable annuity/life subaccounts and underlying funds
Exchange-traded funds
Money market funds
Applications
Database maintenance
Portfolio management
Fund analysis
Research
Websites
Advisor tools
Delivery
Data can be delivered daily, weekly, or monthly via XML data feed or API.
License Index
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