--- title: "ResponseManagedInvestmentsScreener" url: "https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84/schemas/ResponseManagedInvestmentsScreener" --- > Full API specification: https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84.md # ResponseManagedInvestmentsScreener Screener response including results and metadata. ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Managed Investments API version: "1.0" servers: - url: https://www.us-api.morningstar.com description: Americas - url: https://www.apac-api.morningstar.com description: APAC - url: https://www.emea-api.morningstar.com description: EMEA components: schemas: OutputInvestment: title: OutputInvestment description: Data points and values returned for a single result. Keys are data point names in the format `.`; values depend on the data type of the data point. `instrumentIdentifiers.performanceId` is always returned. Data points with no value may be omitted. type: object propertyNames: description: Data point name in the format `.`. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary. type: string externalDocs: description: Data dictionary (Excel) url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx additionalProperties: $ref: "#/components/schemas/OutputDataPointValue" example: instrumentIdentifiers.performanceId: 0P0001RHZF basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2023-05-17 basicReference.name: 10X Income AMETF yieldsHistorical.12MoYield: 7.2118 OutputScreenerMetadata: title: OutputScreenerMetadata description: Metadata returned with screener results, including pagination tokens and information about data points not returned. type: object properties: paginationTokenNext: description: Token to fetch the next page of results. type: - string - "null" example: CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU paginationTokenPrevious: description: Token to fetch the previous page of results. type: - string - "null" example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw== totalCount: description: Total number of results found. type: - integer - "null" format: int32 example: 2162 messages: type: - array - "null" items: $ref: "#/components/schemas/OutputMessage" securityReference: description: Resolved identifiers for valid investments in the response. type: - array - "null" items: $ref: "#/components/schemas/OutputInvestmentReference" requestId: description: Unique request identifier. type: - string - "null" example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c time: description: Time the response was generated. type: string format: date-time readOnly: true example: 2025-10-02T10:54:36.9161062Z additionalProperties: false OutputDataPointValue: title: OutputDataPointValue description: Value of a data point. Scalar data points return a string, number, integer, or boolean (dates are returned as `YYYY-MM-DD` strings). Data points where `isCodeMapped` is true return an `OutputCodeMappedValue` object, or an array of these objects for multi-value data points. anyOf: - type: string - type: number - type: integer - type: boolean - type: "null" - $ref: "#/components/schemas/OutputCodeMappedValue" - type: array items: $ref: "#/components/schemas/OutputCodeMappedValue" OutputMessage: title: OutputMessage description: Indicates why specific data points were not returned for one or more results. type: object properties: investments: type: - array - "null" items: $ref: "#/components/schemas/OutputInvalidInvestment" type: description: Message type. type: string example: Warning message: description: Message text. type: - string - "null" example: Data points are not entitled for 0P0002OW20 security code: description: Message code. type: - string - "null" example: "403" additionalProperties: false OutputInvestmentReference: title: OutputInvestmentReference description: Resolved identifiers for a valid investment. type: object properties: performanceId: description: Morningstar Performance ID. type: - string - "null" securityId: description: Morningstar Security ID. type: - string - "null" isin: description: ISIN. type: - string - "null" tradingSymbol: description: Trading symbol. type: - string - "null" fundCode: description: Fund code. type: - string - "null" sedol: description: SEDOL. type: - string - "null" cusip: description: CUSIP. type: - string - "null" name: description: Investment name. type: - string - "null" baseCurrency: description: Base currency. type: - string - "null" type: description: Investment type. type: - string - "null" inceptionDate: description: Inception date. type: - string - "null" additionalProperties: false OutputCodeMappedValue: title: OutputCodeMappedValue description: "Value of a code-mapped data point: the underlying code and its display value." type: object properties: code: description: Code. Depending on the data point, a string, number, integer, or boolean. anyOf: - type: string - type: number - type: integer - type: boolean - type: "null" value: description: Display value for the code. Language-dependent data points use `languageId`. type: - string - "null" additionalProperties: false example: code: USD value: US Dollar OutputInvalidInvestment: title: OutputInvalidInvestment description: An investment for which one or more data points could not be returned. type: object properties: status: description: Reason data points were not returned. type: - string - "null" example: Data points are not entitled for 0P0001VK70 security. dataPoints: description: Data points that could not be returned for the investment. type: - array - "null" items: type: string errorCode: description: Error code. type: - string - "null" example: "403" id: description: Identifier of the investment. type: - string - "null" example: 0P0001VK70 idType: description: Type of identifier in `id`. type: - string - "null" example: PerformanceId x-knownValues: - ISIN - CUSIP - PerformanceId - SecurityId - TradingSymbol - FundCode - MSID performanceId: description: Morningstar Performance ID, if not the identifier in `id`. type: - string - "null" companyId: description: Morningstar Company ID, if not the identifier in `id`. type: - string - "null" baseCurrency: description: Base currency used to look up the investment. type: - string - "null" domicile: description: Domicile used to look up the investment. type: - string - "null" exchangeCountry: description: Exchange country used to look up the investment. type: - string - "null" exchangeId: description: Exchange ID used to look up the investment. type: - string - "null" additionalProperties: false ResponseManagedInvestmentsScreener: title: ResponseManagedInvestmentsScreener description: Screener response including results and metadata. type: object properties: investments: type: - array - "null" items: $ref: "#/components/schemas/OutputInvestment" metadata: $ref: "#/components/schemas/OutputScreenerMetadata" additionalProperties: false ```