Morningstar Reports

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About Morningstar Principia

Morningstar® Principia® is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, exchange-traded funds, closed-end funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios, manage client accounts, and propose investment strategies.

  • Morningstar’s powerful research database is broad and deep – a premier tool for investment professionals. This coverage is critical to help you develop diversified and customized strategies.
  • We can perform intensive searches and screens across multiple investment types to help you determine the most suitable funds for your lineup.
  • Extensive reporting tools allow us to save and share investment reports, illustrate key concepts, provide detailed portfolio analyses, and show hypothetical illustrations.

Our Support

Our team provides all fund research materials, prospectuses, and brochures during your initial evaluation and subsequent investment reviews. Your fund lineup will be provided in an electronic file format, and customized to your specific intentions.