Morningstar® Principia®
Flexible investment research and portfolio management software.
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
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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.
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