U.S.A.
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
Investment Types and Regional Coverage
Morningstar® Data provides extensive information on a comprehensive range of investment types in the United States and global markets, allowing institutions to select the data that’s most relevant to their target audiences. Data feeds from Morningstar act as a common language across communication tools and business activities. Regardless of which investments it covers, Morningstar Data maintains the consistency that makes direct comparisons possible.
Available investment universes: Current, accurate information across data points
Morningstar delivers consistent data points, including proprietary measures, for hundreds of thousands of investments worldwide. Advisors and investors are better able to assess different investments and how they fit into overall investment plans with the help of Morningstar Data.
U.S. Universes:
Closed-end funds
Collective investment trusts
Custom investments
Exchange-traded funds
Funds of funds
Hedge funds
Money market funds
Open-end funds
Pension/insurance products
Separate accounts
Variable annuities/life subaccounts and underlying funds
529 college savings plans
Global Universes:
F-classes
Guaranteed funds
Investment trusts
Life funds
OEICs
Offshore funds
Pension funds
Pooled funds
Segregated funds
SICAVs
Superannuation
Unit trusts
Detailed coverage: U.S. and global markets
Morningstar data feeds provide information on markets throughout the world for a range of business applications. Data for markets worldwide is available for delivery in a variety of formats, including APIs and XML data feeds.
Africa
South Africa

Asia
China
Hong Kong
India
Japan
Korea
Singapore
Taiwan

Europe
Andorra
Austria
Belgium
Denmark
Estonia
Finland
France
Germany
Greece
Iceland
Italy
Netherlands
Norway
Portugal
Spain
Sweden
Switzerland
United Kingdom
Middle East
Israel

North America
Canada
Mexico
United States

Offshore/Cross-Border Domiciles
Caribbean
Channel Islands
Ireland
Isle of Man
Liechtenstein
Luxembourg

Pacific
Australia
New Zealand

South America
Chile
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