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Morningstar Direct
Our institutional investment analysis platform.
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Sample Reports
Morningstar Rating™ Analysis
Helps users understand the star rating of an investment by deconstructing the calculation and looking at individual drivers. Evaluate historical changes in the rating, create rating projections, and conduct competitive analysis relative to other investments.
121K
Investment Summary
Recaps an investment’s fundamental characteristics in a one-page PDF report.
115K
Hedge Fund Summary Report
Recaps an investment’s fundamental characteristics in a one-page PDF report.
309K
Morningstar Investment Report
Illustrates qualitative and quantitative information on a single investment. For open-end, closed-end, and exchange-traded funds, provides access to detailed portfolio, performance, and operations analysis.
147K
Equity Investment Report
Contains comprehensive qualitative and quantitative analysis of a stock. Includes analyst commentary, as well as financial statement, valuation, and ownership data.
93K
Holdings Comparison
Compares underlying holdings of two investments to identify common and unique holdings. Use for plan construction and competitive analysis.
45K
Morningstar Market Commentary
Offers quarterly analyst commentary on the economy, markets, and fund categories, including sector and industry performance and trends. Examine Morningstar® Indexes, Morningstar Style Box™ benchmarks, and performance of fund categories relative to those benchmarks.
162K
Separate Account Comprehensive Report
Tailored to the needs of the separate account investment, this multi-page report provides access to detailed performance, risk, portfolio, and operations analysis as well as narratives by the management firm.
72K
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