OutputEquityTypeBreakdown
objectPortfolio stocks broken down into Morningstar equity type designations based on objective financial criteria.
End date of analysis.
Percentage of portfolio analyzed.
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OutputEquityTypeBreakdownItemSecurity
objectUnique identifier of a security.
Percentage of security analyzed.
Percentage of security not analyzed.
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OutputErrorOutput
objectExample:The request is invalid.
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OutputFixedIncomeAnalysis
objectFixed income analysis data.
End date of analysis.
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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Fixed income maturity distribution data for the portfolio and benchmark.
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The percentage of the portfolio’s fixed income holdings assigned to each credit quality rating band.
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Interest rate risk data for the portfolio and benchmark.
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OutputFixedIncomeMaturity
objectFixed income maturity distribution data for the portfolio and benchmark.