Morningstar U.S. | Integrated Web Tools - Investment Screening and Analysis Tools

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Morningstar® Integrated Web Tools
Full-service, standard to custom website solutions.


		Overview


		Custom and Standard Solutions


		Efficient Implementation


		Portfolio Analysis and Comparison Tools


		Investment Screening and Analysis Tools


		Exchange-Traded Fund Tools and Charts


		Real-Time Market Monitoring Tools


		Retirement and College Savings Tools


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Investment Screening and Analysis Tools

The online investment screening and analysis tools available to firms through Morningstar® Integrated Web Tools

allow website users to filter through lengthy lists of investments quickly as they target best-fit options for their clients. Users can generate short lists of favorite investments and then compare them based on key characteristics like cost and performance.

Standard capabilities include:

Screener

	Rapidly filter Morningstar’s investment database based on set criteria
	Select which of the 200+ data points will drive the investment screener
	Produce Morningstar® Investment Detail™ reports

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Users can quickly navigate to find the best investment for an investor’s objectives. The Screener narrows the universe of investments according to the user’s search criteria and delivers a short list in seconds.

Comprehensive Reports

	Access Morningstar data and analysis for specific investments
	Delivered online or in a FINRA-reviewed report
	Present thorough analysis in an easy-to-digest form

Integrated Web Tools makes both the Morningstar Report and Investment Detail reports available to users. The Morningstar Report offers an online view of proprietary statistics and performance, portfolio, and operations information in a clear, tabular format.

Find Similar Funds

	Find funds that are similar in characteristics to any single specified fund
	Compare investments based on key metrics such as the Morningstar Rating™, style, and performance

This capability tracks down funds that have similar performance and underlying holdings to a specified target fund. It allows users to analyze competitive products or look for a replacement for a specific investment.

Fund Comparison

	Compare multiple funds in a powerful side-by-side format
	Examine performance, portfolio, and operations data
	View the data online or create a FINRA-reviewed report to share with investors

The fund comparison capabilities allow users to illustrate the differences between a recommended fund and the investor’s preferred fund. A compelling side-by-side comparison highlights the differences at a fundamental level, taking into account performance, portfolio, and operations data.

Fund Cost Comparison

	Compare the costs of up to four funds
	Generate an online graph to illustrate the lowest-cost option
	Create a FINRA-reviewed report that clearly explains costs

This capability scans loads, annual expenses, conversions, and rights of accumulation for up to four funds and presents the information in a side-by-side comparison to help users determine the appropriate choice for an investor.

Share Class Cost Comparison

	Compare the costs across the share classes of any given fund
	Generate an online graph to illustrate the lowest-cost option
	Create a PDF report that clearly explains costs

Based on specific purchase criteria and investor eligibility, this capability allows users to access information needed to determine the most appropriate share class for their clients.

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