Quantitative assessment scores for stocks and funds based on algorithmic models
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
15
ease of trial
Product Details
Use Cases
Equity alpha generation | Portfolio construction and screening | Systematic risk management | Asset allocation strategy | Investment due diligence | Performance attribution analysis | Quantitative research modeling
Delivery
REST APISFTPS3 BucketWeb UI download
Detected Use Cases
compliance regulatoryinvestment researchrisk management
Pricing Tiers
Vedex estimate
~$15,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$15,000/yr est.
Request a sample directly from Morningstar, Inc..
Web Authority
Notable6 mentions·2 platforms
Academic Papers
2 × 8 pts+16
Reddit
4 × 3 pts+12
Evidence5 sources
Academic Papers
David Nanigian - Rating a Robo‐Rater
by D Nanigian · 2020 · Cited by 1 — Morningstar uses a “robo‐rater” machine‐learning model to assign Morningstar Quantitative Ratings. However, the “robo‐rater” cannot utilize ...
Academic Papers
Are Subjective Expectations Formed as in Rational ...
Panel B: Morningstar Quantitative Ratings. Replicated rating. Actual rating. Negative. Neutral. Bronze. Silver. Gold. Total. Rate. Negative. 12557. 503. 0. 0. 0.
Reddit
Morningstar Star Ratings & Screener : r/ValueInvesting
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies.
Data Dictionary
Expected fields and columns in this data product
About Morningstar Quantitative Ratings
Morningstar Quantitative 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).
Quantitative assessment scores for stocks and funds based on algorithmic models
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...