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Morningstar equity research methodology


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Morningstar Guide to Investing: Part I
Learn what it takes to be a Morningstar investor
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Morningstar Guide to Investing: Part II

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

By providing an easy-to-understand visual representation of fund characteristics, the Morningstar Style Box allows informed comparisons and portfolio.
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Equity research coverage

Morningstar has one of the largest research teams globally with more than 110 analysts, associates, and strategists, including 13 in Australia.
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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.
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Morningstar Equity Research

In Australia and New Zealand, Morningstar helps individual, adviser, and institutional investors achieve their long-term investment goals by providing insightful, differentiated, independent, and actionable equity research, as well as portfolio management services.