Morningstar 2011/2012 - (Page 26)
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Investment Data, Market Data, and Indexes
Morningstar Data Expands to Meet Investor Needs Globally
®
Investments Worldwide
119,600 30, 30,800 1,900 109,000 8,400 8,800 7,100 4,300 23,500
MF
Mutual Fund Share Classes
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ST
Stocks Database created in 1989
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CE
Closed-End Funds Database created in 1991
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VA
Variable Annuities Database created in 1995 Includes U.S. variable annuity/life subaccounts and contracts Holdings-level data on underlying funds
3
ETF
ExchangeTraded Funds Database created in 1998 Covers nearly 100% of the global market New database of ETF managed portfolios
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SA
Separate Accounts Database created in 2002 Includes managed and segregated accounts and collective investment trusts Full holdings information
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HF
Hedge Funds Database created in 2004 Plus 11,000 dead funds
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529
529 Plan Portfolios
LP
Life and Pensions
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Database created in 1984 Full holdings information Historical performance data back to 1976
Database created in 2004 Includes U.S. state-sponsored college savings plan portfolios
of the largest plans and their investment options
Database created in 2008 Includes insurance, life, and pension funds in global markets
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3 Includes all Plus global end-of-day U.S. and U.K. pricing and closed-end performance for funds 74,000 stocks
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3 Ratings on 50+
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Stock and fund ownership data for 40,000 portfolios
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Quality data powers every Morningstar product. That’s why we’ve continuously focused our efforts on building the most comprehensive investment database in the industry. Today, our proprietary database is 330,000 investments strong and represents markets worldwide. Beyond the numbers, we also offer access to information that reinforces financial research, such as
regulatory filings and a manager database featuring work histories of portfolio managers. In recent years, we’ve added market data— sourced from exchanges worldwide and delivered in real time, through APIs, or via the cloud. Though our data coverage is extensive in its breadth and depth, we recognize that our work isn’t done.
Table of Contents for the Digital Edition of Morningstar 2011/2012
Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications
Morningstar 2011/2012
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