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Many pages in Morningstar Direct are depicted as a grid view, with rows of investments (or other items, such as portfolios or saved reports) and columns of data. Above the grid view is a toolbar, with an Action menu and several icons.
Sign in or sign up for a Morningstar Basic membership, to access our trusted personal finance expertise, investment screeners, and portfolio management tools.
Morningstar Direct, as you will find yourself encountering it over and over again in theapplication. Generically speaking, the Find Investments dialog box asks you to take the following actions each time you use it: 1. Identify the security universe (mutual funds, stocks, ETFs, etc.) where you want to.

Morningstar Direct Morningstar Office Morningstar Advisor Workstation Morningstar Data. Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.

About this Database

Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.
Access is available in the Financial Databases Room and on the CD-ROM machine in the Stamps Reading Room. Contact the staff in the Stamps Reading Room to access.

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Database Attributes

Categories

Morningstar Direct Cloud

Industry Specific Databases
Ratings & Profiles
Mutual Funds, Hedge Funds & Pensions
Financial Services

Keywords

closed-end funds
equity ownership
exchange-traded funds (ETFs)
market indexes
money market funds
offshore funds
open-end mutual funds
AUM
environmental, social, and corporate governance (ESG) profiles
fund management
fund performance
hedge funds
holdings
impact investing
institutional ownership
management fees
mutual fund expenses
mutual funds
ownership
portfolio management
portfolios
socially responsible investing (SRI)
sustainability

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Morningstar Direct

English