Morningstar equity research methodology

Learn how to use Morningstar's data, tools and research to reach better financial outcomes

By providing an easy-to-understand visual representation of fund characteristics, the Morningstar Style Box allows informed comparisons and portfolio construction based on actual holdings.

Morningstar is a recognised and trusted name in global investment, serving financial advisers, asset management firms, retirement plan providers, retirement plans, and individual investors around the world.

Morningstar's sector structure is more logical, allows for intelligent diversification, and makes it easier to understand the decisions being made by portfolio managers.

Morningstar's analysts apply a consistent, rigorous, and proven global methodology which focuses on long-term fundamental valuation, competitive advantages (economic moats), risk, financial health, and capital allocation.