Morningstar Delivery New Fund Addition Instructions

June 1, 2024
Morningstar

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

  1. Email Delivery Address: Send required data
    points, fund documents, and/or time series to
    GlobalNewFunds@morningstar.com.

  2. Data Format: No specific data format is
    required.

  3. Template Format: No template is needed for
    submission.

  4. Contact for Questions: For any queries,
    contact your dedicated Data Consultant or email
    GlobalNewFunds@morningstar.com.

  5. 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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