Ratings provided by Morningstar analysts for funds, based on qualitative assessments
API Access
Est. Price
~$15,000/yr est.
Update Frequency
—
Pricing Tiers
1
Regions
—
Quality SignalsC
Freshness
Recently enriched
Complete
56%
API
API Available
Product Overview
Investment Research and Financial Data Platform$$
Offering: Comprehensive suite of proprietary fund ratings, ESG data via Sustainalytics, and investment research delivered through institutional platforms and raw data feeds.
Best for: Wealth managers and institutional investment analysts requiring standardized fund research, ESG integration, and portfolio performance reporting.
Benefits
- Industry-standard proprietary fund and sustainability ratings
- Deep integration of Sustainalytics ESG research
- Flexible delivery options including API
- bulk files
- and end-user software
- Extensive global coverage of managed investment products
- Strong brand recognition and institutional trust
Drawbacks
⚠ High reliance on legacy fund-centric data models · ⚠ Platform-heavy approach can be less agile than pure-play alternative data providers · ⚠ Data granularity may lag behind specialized real-time quantitative data vendorsProduct Intelligence
Value Score
25
quality per $
Try-ability
35
ease of trial
Product Details
Use Cases
Portfolio construction and optimization | Investment due diligence | Fiduciary oversight and compliance | Asset allocation strategy | Client advisory and reporting | Fund selection and screening | Competitive benchmarking
Delivery
REST APISFTPS3 BucketWeb UI download
Detected Use Cases
competitive intelligencecompliance regulatory
Pricing Tiers
Vedex estimate
~$15,000/yr est.
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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$15,000/yr est.
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Web Authority
High Authority13 mentions·2 platforms
Academic Papers
6 × 8 pts+48
Reddit
7 × 3 pts+21
Evidence5 sources
Academic Papers
Morningstar Analytical Mutual Fund Measures and ...
by JA Haslem · 2014 · Cited by 11 — Going for Gold: An Analysis of Morningstar Analyst Ratings. Management Science, Forthcoming Pages: 40 Posted: 4 Apr 2014 Last revised: 2 Aug ...
Academic Papers
MSTAR MEASURES POST PUBL 7_29_14 copy
Gold: An Analysis of Morningstar Analyst Ratings.” Working Paper. Series ... “Using Morningstar Analyst Ratings to Find Buy. Candidates.” News ...
Academic Papers
Unwanted Attention? Negativity Bias in Mutual Fund Awards
Our results survive controls for additional managerial characteristics (e.g., team fund, turnover, history, and multitasking), Morningstar Analyst ratings, and ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Analyst Ratings
Morningstar Analyst Ratings is an alternative data product offered by Morningstar, Inc., available on discovery. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Ratings provided by Morningstar analysts for funds, based on qualitative assessments
About Morningstar, Inc.
Morningstar, Inc. is a data provider vendor based in Chicago, Illinois. Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensiv...