| | Agile. Intelligent. Integral. | | | Finding the right investment options within the thousands of securities available can be time-consuming and challenging. Morningstar’s Investment Planning Tools are easy to use and highly efficient, producing the insight and clarity that can lead to smart decisions. The tools fully utilise Morningstar’s experience in collecting investment data, analysing securities, and creating products that empower individuals to manage their investments. | |
| For advisers and individuals: | | | | | Morningstar's comprehensive online Investment Profiles are a one-stop source for timely data and research on funds.
A complete research tool, Investment Profiles present proprietary statistics and performance, portfolio, and operations information in a clear, easy-to-understand tabular format. They include proprietary data such as the Morningstar Rating™, Morningstar Style Box™, Morningstar Return, Morningstar Risk, and Morningstar Category. Investment Profiles are essential resources for advisers and investors in evaluating specific investment vehicles and making meaningful comparisons and sound investment decisions. | | | | | | Quickrank is a ranking tool that helps users sort our fund database by performance, Morningstar Rating, investment style, volatility, or fees. Quickrank is one of the simplest and most popular tools and can serve as a gateway to the full range of Morningstar data. | | | | | | Screener enables users to sort through the thousands of securities to find the ones best suited for them. | | | | | | The Fund Compare tool allows users to quickly evaluate funds against one another to see which have the highest returns, the highest Morningstar Rating, the lowest fees, and more. | |
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