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Multi-currency research platform that provides performance and holdings analyses of investments.
Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.
Includes unlimited exports via Excel or Morningstar’s Python package for academic use.
Please use our resources responsibly.
We license resources for the purposes of research, teaching, and private study. Commercial use is prohibited.