OutputEquityTypeBreakdown

object

Portfolio stocks broken down into Morningstar equity type designations based on objective financial criteria.

AsOfDatestring(date-time)

End date of analysis.

PortfolioAnalyzednumber(double)

Percentage of portfolio analyzed.

Portfolioarray[object]
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Benchmarkarray[object]
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SecurityBreakdownarray[object]
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Example

OutputEquityTypeBreakdownItemSecurity

object
SecurityIdstring

Unique identifier of a security.

Analyzednumber(double)

Percentage of security analyzed.

NotAnalyzednumber(double)

Percentage of security not analyzed.

EquityTypeBreakdownItemarray[object]
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Example

OutputErrorOutput

object
Messagestring

Example:The request is invalid.

SpecificErrorStatusarray[object]
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Example

OutputFixedIncomeAnalysis

object

Fixed income analysis data.

AsOfDatestring(date-time)

End date of analysis.

FixedIncomeSectorsobject

The portfolio’s fixed income exposure broken down by super sector. Percentages may reflect long, short, net, or long-rescaled positions.

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FixedIncomeMaturityobject

Fixed income maturity distribution data for the portfolio and benchmark.

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CreditQualityobject

The percentage of the portfolio’s fixed income holdings assigned to each credit quality rating band.

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InterestRateRiskobject

Interest rate risk data for the portfolio and benchmark.

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Example

OutputFixedIncomeMaturity

object

Fixed income maturity distribution data for the portfolio and benchmark.

Portfolioobject
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Benchmarkobject
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Example