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Morningstar Data
Overview
Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
Warehouse Data License
The Warehouse Data License features extensive data and proprietary statistics that help clients illustrate style-specific benchmarks, fee and expense details, and performance and portfolio information across investment universes. Familiar statistics and data from this license can be used by fund supermarkets and wrap platforms for client communications, website content, shareholder reports, and presentations to help investors and advisers evaluate investments.
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Data groups available
Closed-end funds
Collective trusts
Exchange-traded funds
Hedge funds
Life and pension funds
Morningstar® Category
Morningstar® Global Investment Fund Sectors (GIFs)
Offshore funds
Stocks
Unit trusts and OEICs
Applications
Fact sheets
Multi-manager research
Shareholder communications
Websites and software tools
Delivery
Data is delivered between the sixth and tenth business day each month.
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