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Morningstar® Enterprise Components
Full-service, standard to custom website solutions.
Overview
Custom and Standard Solutions
Efficient Implementation
Portfolio Analysis and Comparison Tools
Investment Screening and Analysis Tools
Exchange-Traded Fund Tools and Charts
Real-Time Market Monitoring Tools
Retirement and College Savings Tools
Presentations and Sales Ideas
Wholesaler Support
Investment Screening and Analysis Tools
The online investment screening and analysis tools available to firms through Morningstar® Enterprise Components allow website users to filter through lengthy lists of investments quickly as they target best-fit options for their clients. Users can generate short lists of favorite investments and then compare them based on key characteristics like cost and performance.
Standard capabilities include:
Screener
Rapidly filter Morningstar’s investment database based on set criteria
Select which of the 200+ data points will drive the investment screener
Produce Morningstar® Investment Detail™ reports
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Users can quickly navigate to find the best investment for an investor’s objectives. The Screener narrows the universe of investments according to the user’s search criteria and delivers a short list in seconds.
Comprehensive Reports
Access Morningstar data and analysis for specific investments
Delivered online or in a FINRA-reviewed report
Present thorough analysis in an easy-to-digest form
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Enterprise Components makes both the Morningstar Report and Investment Detail reports available to users. The Morningstar Report offers an online view of proprietary statistics and performance, portfolio, and operations information in a clear, tabular format.
Find Similar Funds
Find funds that are similar in characteristics to any single specified fund
Compare investments based on key metrics such as the Morningstar Rating™, style, and performance
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This capability tracks down funds that have similar performance and underlying holdings to a specified target fund. It allows users to analyze competitive products or look for a replacement for a specific investment.
Fund Comparison
Compare multiple funds in a powerful side-by-side format
Examine performance, portfolio, and operations data
View the data online or create a FINRA-reviewed report to share with investors
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The fund comparison capabilities allow users to illustrate the differences between a recommended fund and the investor’s preferred fund. A compelling side-by-side comparison highlights the differences at a fundamental level, taking into account performance, portfolio, and operations data.
Fund Cost Comparison
Compare the costs of up to four funds
Generate an online graph to illustrate the lowest-cost option
Create a FINRA-reviewed report that clearly explains costs
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This capability scans loads, annual expenses, conversions, and rights of accumulation for up to four funds and presents the information in a side-by-side comparison to help users determine the appropriate choice for an investor.
Share Class Cost Comparison
Compare the costs across the share classes of any given fund
Generate an online graph to illustrate the lowest-cost option
Create a PDF report that clearly explains costs
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Based on specific purchase criteria and investor eligibility, this capability allows users to access information needed to determine the most appropriate share class for their clients.
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