U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Mutual Funds
More than 26,000 mutual fund share classes
200+ screenable, rankable fields
500 benchmark indexes, categories, and objectives
Complete fund holdings detail
FINRA-reviewed investment and portfolio reports
Monthly electronic delivery updates
  View key data points       View reports and graphs
Morningstar<span class="registered">&#174;</span> Principia<span class="registered">&#174;</span>
The Mutual Funds module provides access to the detailed reports, exclusive tools, and in-depth data that can further your ability to conduct research, develop strategies, and serve clients.
Module Index
  Previous     Next  
Take Action
Get Purchasing Information
Request More Information
See It Work
Sample Reports
Product Tutorials
Learn More
FINRA Review
Morningstar Guarantee
Customer Support
Contact Support
Software Downloads
Installation Instructions
Technical Requirements
User's Guide
Training
© Morningstar. All rights reserved.