Morningstar Delivery New Fund Addition

Product Information

Specifications

• Product Name: Morningstar Delivery
  Instruction

• Usage: New Fund Addition

• Email Delivery Address:
  [email protected]

• Data Format: N/A

• Template Format: No template required

• Contact: [email protected] or
  dedicated Data Consultant

Product Usage Instructions

1. Email Delivery Address: Send required data
   points, fund documents, and/or time series to
   [email protected].

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
   [email protected].

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 [email protected] 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.

[email protected]
N/A
No template required.
[email protected] or contact your dedicated Data Consultant.
Funds Prospectus Historical Prices since inception Historical Dividends (if applicable) since inception

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