All Morningstar Direct Reviews
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Morningstar Direct Reviews
Reviews Summary
Overall Rating
4.1Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
3.6
Customer Support
4.2
Value for money
3.8
Functionality
4.2
Pros
"It is the number one source for Fund data and possibility to calculate relative performances, rankings and more compared to peers; great for building peer groups, finding funds, building and testing Portfolios."
"Morningstar Direct offers one of the largest and most trusted global investment databases, covering mutual funds, ETFs, stocks, fixed income, alternatives, and more."
"The platform offers good visualisation capabilities; customisable charts, dashboards, and the ability to integrate data series across time and benchmark."
Cons
"It does not provide a data output via the Excel plug in for cum fair NAV total return for a 10 year period, which significantly hampers our work as this is a crucial metric when working with UK closed ended investment funds."
"Additionally, certain features, like trying to edit “My Sector” on our firm-level database, feel underdeveloped and restrictive, which limits my ability to customize data as needed."
"Sometimes there are data issues within the database, such as missing asset or flow values oder mistakes within static data fields like institutional oder index fund."
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