Morningstar equity research methodology
investing
Morningstar Guide to Investing: Part I
Learn what it takes to be a Morningstar investor
Mark LaMonica, CFA | 01 July 2019
investing
Morningstar Guide to Investing: Part II
Learn how to use Morningstar's data, tools and research to reach better financial outcomes
Mark LaMonica, CFA | 04 July 2019
investing
Morningstar Style Box™ Methodology
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.com.au | 26 July 2022
investing
Equity Research Coverage
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.com.au | 26 July 2022
investing
Morningstar Global Equity Classification Structure
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.com.au | 26 July 2022
investing
Morningstar Equity Research
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.
Morningstar.com.au | 26 July 2022