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Morningstar® Investment Profiles™ and Guides
Concise investor-ready reports.
Overview
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Data Elements
Investment Types
Investment Guides
Morningstar Advantages
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Investment Types
Morningstar covers 290,000 investment vehicles each day, supporting the creation of Investment Profiles™ for virtually every type of investment, including mutual funds, stocks, exchange-traded funds, hedge funds, variable annuity/life subaccounts, separate accounts, private funds, and 529 college savings plans. Morningstar also has resources to collect, analyze, and store information on unique investment vehicles. Investment Profiles include standard data across investment types for easy comparative analysis.
Complete Coverage: Facilitates comparisons
Mutual funds
Mutual fund Investment Profiles are available for all open-end and closed-end funds that Morningstar tracks in its database.
Exchange-traded funds
Morningstar offers 100% investment coverage of this increasingly popular investment vehicle.
Variable annuity/life (VA/L) products
VA/L Investment Profiles are available for both subaccounts and underlying funds. Each includes our proprietary data, such as the Morningstar Rating™ and Morningstar Style Box™. Subaccount Investment Profiles feature adjusted historical returns or an Extended Performance Rating™ for recently incepted subaccounts. Underlying fund Investment Profiles present the true performance characteristics of an offering without insurance expense adjustments.
529 college savings plans
Morningstar 529 Investment Profiles offer comprehensive coverage, with detailed information at both the plan and portfolio levels, including proprietary statistics on each of the underlying funds.
Separate accounts
Morningstar’s separate account Investment Profiles feature performance and portfolio information, plus detailed data on available customizations and tax efficiency.
Stocks
Each stock Investment Profile provides extensive valuation information and Morningstar Stock Grades that dissect the company’s fundamentals. Add commentary by Morningstar analysts for valuable insights into the drivers of a stock’s performance, including company growth, profitability, and financial health.
Private funds
Morningstar can work with clients to create Investment Profiles for wrapped, commingled, and other private funds. These Investment Profiles present private funds in the same framework as commonly known investments, featuring the Morningstar Rating, Morningstar Style Box, and Morningstar Category. With hypothetical rating capabilities, companies can perform effective comparisons amongst private funds with even the most complex offerings.
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