Famous 3x3 grid classification system for investment style (value/blend/growth and market cap)
API Access
Est. Price
~$249/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Investment Research and Portfolio Analytics Platform$$
Offering: Comprehensive suite of global investment data, proprietary fund ratings, ESG research, and portfolio management software for institutional and retail financial professionals.
Best for: Wealth managers and institutional investment teams requiring integrated research, performance benchmarking, and client reporting tools.
Benefits
- Extensive global coverage of fund and equity data
- Industry-standard proprietary rating systems
- Flexible delivery via modern cloud-native channels like Snowflake and REST API
- Integrated ecosystem combining research
- analytics
- and practice management
- Strong ESG integration through the Sustainalytics acquisition
Drawbacks
⚠ High complexity and learning curve for flagship platforms like Direct · ⚠ Data latency can be higher compared to specialized tick-data providers · ⚠ Modular pricing can lead to high total cost of ownership for full-suite accessProduct Intelligence
Value Score
59
quality per $
Price Position
P10
below avg
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
Portfolio constructionasset allocationperformance benchmarkingstyle drift analysisinvestment research
Categories
Financial DataInvestment ResearchPortfolio AnalyticsEquity Data
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
corporate filingsgovernment filings
Detected Use Cases
competitive intelligenceinvestment research
Pricing Tiers
Vedex estimate
~$249/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$249/yr est.
Request a sample directly from Morningstar, Inc..
Web Authority
High Authority16 mentions·4 platforms
Academic Papers
9 × 8 pts+72
Reddit
5 × 3 pts+15
Twitter / X
1 × 2 pts+2
LinkedIn
1 × 2 pts+2
Evidence5 sources
Academic Papers
Characteristics of Mutual Fund Portfolios
by M Lettau · 2018 · Cited by 69 — ... Morningstar style box. As explained in section 2, the Morningstar index is an average of price multiples and growth rates of firm fundamentals. The ...
Academic Papers
Style Effects in the Cross-Section of Stock Returns
the Morningstar style box and the informative nature of mutual fund names, practitioners of style investing have a convenient tool with which to move their ...
Academic Papers
Marketing Mutual Funds
by N Roussanov · 2018 · Cited by 180 — Figure 6 displays these estimates for the nine Morningstar style box categories, as well as for the fraction considering all funds, for the two possible values .
Data Dictionary
Expected fields and columns in this data product
About Morningstar Style Box
Morningstar Style Box is a financial data data product offered by Morningstar, Inc., available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $249/yr (an estimate, not a vendor-published price).
Famous 3x3 grid classification system for investment style (value/blend/growth and market cap)
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...
Related Data Categories
Financial DataInvestment ResearchPortfolio AnalyticsEquity Data