Morningstar Delivery New Fund Addition Instructions
- June 1, 2024
- Morningstar
Table of Contents
- Morningstar Delivery New Fund Addition
- Product Information
- Specifications
- Product Usage Instructions
- Frequently Asked Questions (FAQ)
- Q: What should be included in the submission to Morningstar for
- Q: Is there a specific data format required for
- Q: How can I inquire about the process or ask questions?
Morningstar Delivery New Fund Addition
Product Information
Specifications
-
Product Name: Morningstar Delivery
Instruction -
Usage: New Fund Addition
-
Email Delivery Address:
GlobalNewFunds@morningstar.com -
Data Format: N/A
-
Template Format: No template required
-
Contact: GlobalNewFunds@morningstar.com or
dedicated Data Consultant
Product Usage Instructions
-
Email Delivery Address: Send required data
points, fund documents, and/or time series to
GlobalNewFunds@morningstar.com. -
Data Format: No specific data format is
required. -
Template Format: No template is needed for
submission. -
Contact for Questions: For any queries,
contact your dedicated Data Consultant or email
GlobalNewFunds@morningstar.com. -
List of Required Data Points: Funds
Prospectus, Historical Prices since inception, Historical Dividends
(if applicable) since inception.
Frequently Asked Questions (FAQ)
Q: What should be included in the submission to Morningstar for
new fund addition?
A: The submission should include Funds
Prospectus, Historical Prices since inception, and Historical
Dividends (if applicable) since inception.
Q: Is there a specific data format required for
submission?
A: No, there is no specific data format
required for submission.
Q: How can I inquire about the process or ask questions?
A: You can contact your dedicated Data
Consultant or email GlobalNewFunds@morningstar.com for any
inquiries or questions.
Morningstar Delivery Instruction
New Fund Addition
Email Delivery Address. Data Format. Template Format. I have a Question. List
of required data points, fund documents and/or time series.
GlobalNewFunds@morningstar.com
N/A
No template required.
GlobalNewFunds@morningstar.com or contact your dedicated Data Consultant.
Funds Prospectus Historical Prices since inception Historical Dividends (if
applicable) since inception
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