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| The Portfolio Data License provides access to the timeliest portfolio data. Morningstar analysts calculate proprietary statistics from raw holdings data, which is directly obtained from investment companies and their custodians. This license allows institutions to help investors and advisers not only screen for good investments but also provide the critical information to help them assemble better portfolios. |
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View key data points |
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| Data universes available |
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 | Investment funds (unit trusts and OEICs) | |
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| Applications |
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| Competitive analysis | |
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| Peer analysis | |
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| Investment style monitoring | |
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| Product positioning | |
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| Websites and software tools | |
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| Shareholder statements | |
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| Additional licenses available |
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| The Portfolio Full Holdings license contains the most recent set of full portfolio holdings for funds in the Morningstar database. | |
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