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| | | | Security Research | | Complementing the real-time market data available in Morningstar Markets is a depth of quantitative and qualitative information to shed additional light on trading decisions. Fundamental data is accessible for stocks around the world, plus qualitative research for thousands of companies from Morningstar analysts. Ownership and insider information, as well as searchable SEC filings, offer a view into how companies operate. Bond issue information provides vital information needed to value bonds within a portfolio. | | |
|  | | | | | | Morningstar Markets offers fundamental data for thousands of stocks and other securities. Our fundamental equity data covers nearly 95% of the world’s market value and includes historical data from as early as 1975. | | | | | | Morningstar Markets provides access to rigorous equity research from one of the largest independent sources for equity analysis in the world. Morningstar analysts are a constant source of investment ideas, delivering regularly updated assessments of nearly 2,000 companies and hundreds of exchange-traded funds. Reports are also available for every IPO in the United States, starting shortly after the initial S-1 is filed. All analysis is built on a proprietary methodology that measures a company’s sustainable competitive advantages. | | | | | | A comprehensive set of institutional, beneficial, and insider ownership statistics are available through the Insiders and Shareholders sections of the Security Research window. Users can quickly access data for buyers and sellers, executive options grants, ownership changes, and holdings for more than 40,000 distinct portfolios of managed investment products. | | | | | | For deeper company research, Morningstar Markets offers access to extensive SEC EDGAR filings, which appear seconds after they’re filed. More than 400 types of full-text filings are available dating back to 1994 for thousands of U.S. public companies, mutual funds, and American Depositary Receipts. | | | | | | Under the Bonds section in the Security Research window, users can find vital issuer and issue information necessary for valuing a bond within a portfolio. Detailed bond terms and conditions, as well as information about a bond’s interest-rate sensitivity, provide additional insight. Basic analytical tools support research such as peer analysis, aggregation of debt by issuer, and historical yield spread analysis. |
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