OutputDataItemTimePeriod
objectIdstring
Allowed values:QuarterToDateYearToDateMonth1Month3Month6Year1Year2Year3Year5Year10SinceInception
Valuenumber(double)
GrossValuenumber(double)
Example
OutputDataItemTrailingTimePeriod
objectIdstring
Time period identifier.
Allowed values:YearToDateMonth3Month6Year1Year2Year3Year5Year10SinceInception
Valuenumber(double)
Value for the time period.
GrossValuenumber(double)
Gross value for the time period.
Example
OutputEquityAnalysis
objectEquity analysis data.
AsOfDatestring(date-time)
End date of analysis.
EquitySectorsobject
The portfolio’s equity exposure broken down by sector. Percentages may reflect long, short, net, or long-rescaled positions.
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WorldRegionsobject
The portfolio’s equity exposure broken down by geographic region. Percentages may reflect long, short, net, or long-rescaled positions.
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EquityMarketMaturityobject
Market maturity breakdown showing the percentage of portfolio stocks domiciled in developed and emerging markets.
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EquityTypeBreakdownobject
Portfolio stocks broken down into Morningstar equity type designations based on objective financial criteria.
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PriceRatiosobject
Price ratio data for the portfolio and benchmark.
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Profitabilityobject
Profitability data for the portfolio and benchmark.
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GeometricAverageCapitalizationobject
Geometric average capitalization data for the portfolio and benchmark.
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Example
OutputEquityMarketMaturity
objectMarket maturity breakdown showing the percentage of portfolio stocks domiciled in developed and emerging markets.
AsOfDatestring(date-time)
End date of analysis.
Portfolioobject
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Benchmarkobject
Show Child Parameters
Example
OutputEquityMarketMaturityItem
objectDevelopedMarketsnumber(double)
Countries with mature economies and stock markets that benefit from a high degree of investor recourse, corporate governance and legal infrastructure.
EmergingMarketsnumber(double)
Countries with fairly young economies and stock markets that offer higher growth potential and higher risk.
NotAvailablenumber(double)
Countries that are neither developed nor emerging, or that lack a sufficiently liquid or transparent stock market.
Example