Morningstar® Data for Managed Investments
The leading source for global managed investment data.
Managed Investment Data Licenses
Investment Types and Regional Coverage
Data Quality
Morningstar® Summary Prospectus Service
Morningstar’s Summary Prospectus Service provides fund companies with a complete, affordable solution—from production to hosting—for creating SEC-compliant summary prospectuses that deliver immediate cost savings. Leveraging our comprehensive data and design expertise, we create these concise documents highlighting key information about a fund’s investment objectives, strategies, risks, and costs to improve fund disclosure for investors. Summary prospectus reports are available in print or online, linking seamlessly to statutory prospectuses and other regulatory documents through the Morningstar® Document Library, our secure web-based interface for accessing managed investment documentation.
Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
Exchange-traded funds
Money market funds
Open-end funds
Compliant with Securities and Exchange Commission regulations
Cost savings from printing and delivering condensed documents
Secure online hosting of materials
Responsive customer service
Standardized, investor-friendly design
Available in HTML format or as PDF documents
Options for customization
Searchable information
License Index
Take Action
Get Purchasing Information
Contact Sales
Learn More
Product Fact Sheets
© Morningstar. All rights reserved.