U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Exchange-Traded Funds
Comprehensive coverage on 800+ US ETFs including complete ETF holdings details
Morningstar analyst commentary on 300+ ETFs
Morningstar proprietary measures like the ETF market-price-to-fair-value estimate
FINRA-reviewed investment and portfolio reports
New Find Similar Funds tool enables comparisons between ETFs, mutual funds, closed-end funds, and separately managed accounts
Portfolio Comparison Report
Investment Policy Statement generator
Investment Comparison report generates a comparison of up to four managed products
New Tax Barometer tool helps determine tax overhang
200+ screenable, rankable fields
500+ benchmark indexes, categories, and objectives
Monthly electronic delivery updates
  View key data points       View reports and graphs
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The ETF module features comprehensive coverage of U.S. ETFs including analyst commentary on 300+ ETFs, and proprietary measures such as the market-price-to-fair-value estimate. Use the Find Similar Funds tool to make comparisons between ETFs, mutual funds, closed-end funds, and separately managed accounts to identify the best investment vehicle to gain specific exposure, while taking into account tracking error, taxes, and fees. The Investment Comparison report generates a comparison of up to four managed products and is a powerful tool when recommending portfolio changes.
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