Skip to Content
Illustration of investment ratings and visualizations included in the Morningstar essentials license package.

Market Your Investment Products With Morningstar Essentials

Showcase the strength of your investment products by licensing the Morningstar ratings and visualizations that investors know and trust.

Drive investment with an unlimited use and distribution license of Morningstar’s broadly recognized and valued ratings and visualizations.

Building Investor Confidence With Independent Ratings

We evaluate investments from the viewpoint of an investor.


You can use our data and ratings to validate important details about your funds—such as how they stack up to their peers or if we expect them to outperform over a full market cycle.

Illustration of a fund manager's website that markets investment products with Morningstar ratings and visualizations.

Expanded Coverage to Move the Industry Forward

Investor preferences change over time, and we’re constantly evolving, too, from our new sustainability metrics to the Morningstar Medalist Rating.

Timeline of Morningstar investment ratings, from left to right: Star Rating, Style Box, Sustainability Rating, Medalist Rating.

Showing the Power of a Fund Beyond Its Returns

With access to our full lineup of ratings and research, you can promote the strengths of your fund in new ways, point out a manager’s distinct approach to stock-picking, provide context for a rating, and more.

Illustration of an investment report that adds context to products beyond performance with sustainability ratings, holdings analysis, and more.
Illustration of a fund manager's website that markets investment products with Morningstar ratings and visualizations.
Timeline of Morningstar investment ratings, from left to right: Star Rating, Style Box, Sustainability Rating, Medalist Rating.
Illustration of an investment report that adds context to products beyond performance with sustainability ratings, holdings analysis, and more.

Resources

White Paper

Medalist Rating Methodology

In 2023, Morningstar combined the Morningstar Analyst Rating and the Morningstar Quantitative Rating into a single, encompassing forward-looking rating, the Morningstar Medalist Rating.
White Paper

Morningstar Portfolio Risk Score Methodology

Assess whether the riskiness of the portfolio matches the risk profile of an investor.
White Paper

Low Carbon Transition Rating Methodology

Morningstar Sustainalytics Low Carbon Transition Rating assesses the degree to which a company’s projected Greenhouse Gas Emissions (GHG) differ from its fair-share budget for GHG emissions.
White Paper

The Morningstar Rating for Funds Methodology

This document describes the rationale for, and the formulas and procedures used in, calculating the Morningstar Rating for funds (commonly called the “star rating”).
White Paper

All Methodology Documents

Let’s Collaborate

Connect With a Morningstar Professional

If you want to promote your investments with independent ratings and research, let’s talk.