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FINRA-Reviewed Reports
The table below lists reports available in Morningstar® Enterprise Components. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s).
The table below lists reports available in Morningstar® Enterprise Components. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s).
Report Type Report Name Report
PDF
File
Reports Submitted to FINRA FINRA Response Letter
Research Reports
529 Portfolio Detail
110K
108K
796K
Closed-End Investment Detail™
67K
146K
88K
DC Plan Comparison
220K
328K
88K
DC Plan Status
411K
292K
88K
ETF Investment Detail™
405K
190K
91K
Fund Cost Comparison—Hypothetical Analysis
3.17M
3.17M
43K
Investment Analysis
5.65M
182K
90K
Morningstar Report HTML - Open-End Fund
7.12M
182K
90K
Morningstar Report HTML – Closed-End Fund
9.56M
9.56M
108K
Multiple Fund Comparison
127K
230K
91K
Fund versus Fund Comparison Report
69K
181K
87K
Mutual Fund Investment Detail™
853K
194K
90K
Mutual Fund Investment Profile
912K
912K
93K
Price and Distribution Report
58K
146K
90K
Share Class Comparison-Hypothetical Analysis
44K
3.20M
43K
UIT Investment Detail™
77K
141K
90K
Variable Annuity Comparison
7.47M
7.47M
26K
Variable Annuity Comprehensive
132K
132K
15K
Variable Annuity Subaccount Detail
127K
177K
91K
Portfolio Reports
Hypothetical - Portfolio
208K
141K
91K
Portfolio Comparison
78K
203K
23K
Portfolio Snapshot™
457K
218K
90K
Portfolio X-Ray®
56K
199K
91K
Stock Intersection
42K
44K
84K
Graphs
Correlation Matrix
44K
128K
90K
Risk/Reward Scatterplot
64K
145K
90K
Rolling Return
106K
149K
89K
Assessment Reports
Historical Asset Allocation
61K
61K
105K
IRA Comparison and Roth Conversion Calculator
44K
1.58M
22K
Risk Tolerance Questionnaire
2.63M
2.63M
105K
Target Asset Allocation
61K
61K
105K
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