--- title: "ResponseInvestments" url: "https://developer-beta.morningstar.com/apis/universe-api/versions/0b916029-77f1-47cc-86aa-2204ce8695c1/schemas/ResponseInvestments" --- > Full API specification: https://developer-beta.morningstar.com/apis/universe-api/versions/0b916029-77f1-47cc-86aa-2204ce8695c1.md # ResponseInvestments Response containing investment results and metadata. ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Universe API version: "1.0" servers: - url: https://www.us-api.morningstar.com description: Americas Production - url: https://www.apac-api.morningstar.com description: APAC Production - url: https://www.eu-api.morningstar.com description: EMEA Production components: schemas: ResponseInvestment: type: object description: Investment entry returned as part of the universe lookup. additionalProperties: true properties: identifiers: $ref: "#/components/schemas/ResponseInvestmentsIdentifiers" companyInformation: $ref: "#/components/schemas/DataModelCompanyInformation" delistInformation: $ref: "#/components/schemas/DataModelDelistInformation" shareClassInformation: $ref: "#/components/schemas/DataModelShareClassInformation" basicReference: $ref: "#/components/schemas/DataModelBasicReference" ResponseInvestmentsMetadata: title: ResponseInvestmentsMetadata type: object properties: time: description: Time response was returned. example: 2025-10-02T10:54:36.9161062Z type: string format: date-time requestId: description: Unique identifier of a request. type: string example: 7ccd91c0-6146-4256-8aba-3a1f2e5d0203 paginationTokenNext: type: string description: Token to fetch next page of results. example: CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU paginationTokenPrevious: type: string description: Token to fetch previous page of results. example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw== totalCount: type: integer description: Total number of results found. example: 2162 format: int32 exchanges: type: array description: Exchange and MIC codes account is entitled for. items: $ref: "#/components/schemas/ResponseInvestmentsMetadataExchanges" nullable: true countryAvailableForSale: description: Countries for which account is entitled for. type: array items: type: string nullable: true domiciles: description: Countries for which account is entitled. type: array items: type: string nullable: true ResponseInvestmentsIdentifiers: type: object description: Investment identifiers. properties: performanceId: type: string description: Morningstar Performance ID. example: 0P0001MIXG DataModelCompanyInformation: type: object properties: businessCountryCode: $ref: "#/components/schemas/DataPointString" canNaics: type: integer description: An acronym for North American Industry Classification System (NAICS) specific to Canada; a 6-digit numerical classification assigned to individual companies. NAICS was developed jointly by the U.S.; Canada; and Mexico to provide new comparability in statistics about business activity across North America. It was intended to replace the U.S. Standard Industrial Classification (SIC) system. The initial SIC and NAICS listed is the Primary code based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned. format: int64 nullable: true cik: type: string description: "" nullable: true companyStatus: $ref: "#/components/schemas/DataPointString" domicileCountryCode: $ref: "#/components/schemas/DataPointString" expectedFiscalYearEnd: type: string description: The upcoming expected year end for the company; it is calculated based on the current year end (from latest available annual report) + 1 year nullable: true fiscalYearEnd: $ref: "#/components/schemas/DataPointIntegerLong" globalTemplateIndustryTemplateCode: $ref: "#/components/schemas/DataPointString" industryClassificationEffectiveDate: type: string description: The effective date when the Morningstar Industry Classification is updated for the company nullable: true ipoType: type: string description: This data point identifies two different processes a company can take to raise capital by listing shares on a public exchange; Initial public offering (Traditional IPO) and Direct Listing. IPO is the most common and traditional route; in which new shares are created; underwritten; and sold to the public. In a Direct Listing; no new shares are created; and only existing outstanding shares are sold with no underwriters involved. Traditional IPO and Direct Listing are the 2 types available starting in September 2021. For historical data prior to September 2021; Traditional IPO is not available; the 2 possible values prior to September 2021 are Null and Direct Listing. nullable: true isBusinessDevelopmentCompany: $ref: "#/components/schemas/DataPointBoolean" isic: type: string description: An acronym for International Standard Industrial Classification (ISIC); which was developed by the United Nations; and is the international reference classification of productive activities. Its main purpose is to provide a set of activity categories that can be utilized for the collection and reporting of statistics according to such activities. The majority of countries around the world have used ISIC as their national activity classification or have developed national classifications derived from ISIC. nullable: true isLimitedLiabilityCompany: $ref: "#/components/schemas/DataPointBoolean" isLimitedPartnership: $ref: "#/components/schemas/DataPointBoolean" isMasterLimitedPartnership: $ref: "#/components/schemas/DataPointBoolean" isReit: $ref: "#/components/schemas/DataPointBoolean" isShellCompany: $ref: "#/components/schemas/DataPointBoolean" isSpecialPurposeAcquisitionCompany: $ref: "#/components/schemas/DataPointBoolean" legalName: type: string description: The full name of the registrant as specified in its charter; and most often found on the front cover of the 10K/10Q/20F filings or annual report nullable: true legalNameLanguageCode: type: string description: 3-character language code for the foreign legal name if/when applicable nullable: true lei: type: string description: The Legal Entity Identifier (LEI) is a 20-character; alpha-numeric code based on the ISO 17442 standard developed by the International Organization for Standardization (ISO). It connects to key reference information that enables clear and unique identification of legal entities participating in financial transactions. nullable: true morningstarIndustryCode: $ref: "#/components/schemas/DataPointIntegerLong" morningstarIndustryGroupCode: $ref: "#/components/schemas/DataPointIntegerLong" morningstarSectorCode: $ref: "#/components/schemas/DataPointIntegerLong" morningstarSuperSectorCode: $ref: "#/components/schemas/DataPointIntegerLong" nace: type: string description: NACE is a European standard classification of economic activities maintained by Eurostat that is similar to SIC and NAICS in North America. The NACE code is 5 characters long; is arranged in the following format 00.00 and provides the framework for collecting and presenting a large range of statistical data according to economic activity. The use of NACE is mandatory within the European Statistical System. nullable: true naics: type: integer description: An acronym for North American Industry Classification System (NAICS); a 6-digit numerical classification assigned to individual companies. NAICS was developed jointly by the U.S.; Canada; and Mexico to provide new comparability in statistics about business activity across North America. It was intended to replace the U.S. Standard Industrial Classification (SIC) system. The initial SIC and NAICS listed is the Primary code based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned. format: int64 nullable: true operationStatus: $ref: "#/components/schemas/DataPointString" shortName: type: string description: "25-character max abbreviated name of the firm: In most cases; the short name will simply be the Legal Name less the Corporation; Corp.; Inc.; Incorporated; etc." nullable: true sic: type: integer description: An acronym for Standard Industrial Classification System (SIC); it is a system for classifying a business according to economic activity format: int64 nullable: true standardName: type: string description: Standard name for the entity nullable: true stateOrCountryOfIncorporation: $ref: "#/components/schemas/DataPointString" usaNaics: type: integer description: An acronym for North American Industry Classification System (NAICS) specific to the United States; a 6-digit numerical classification assigned to individual companies. NAICS was developed jointly by the U.S.; Canada; and Mexico to provide new comparability in statistics about business activity across North America. It was intended to replace the U.S. Standard Industrial Classification (SIC) system. The initial SIC and NAICS listed is the Primary code based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned. format: int64 nullable: true webAddress: type: string description: Indicates website address of company's contact information nullable: true yearOfEstablishment: type: integer description: The year a company was founded format: int64 nullable: true additionalProperties: false DataModelDelistInformation: type: object properties: delistingDate: type: string description: The effective date on which a security was delisted from an exchange nullable: true additionalProperties: false DataModelShareClassInformation: type: object properties: commonShareSubType: type: string description: Refers to the type of securities that can be found within the equity database. For the vast majority; this value will populate as null for regular common shares. For a minority of share classes; this will populate as either Participating Preferred; Closed-End Fund; Foreign Share; or Foreign Participated Preferred which reflects our limited coverage of these types of securities within our equity database. nullable: true conversionRatio: type: number description: The relationship between the chosen share class and the primary share class format: double nullable: true cusip: type: string description: "" nullable: true directInvest: $ref: "#/components/schemas/DataPointBoolean" dividendReinvest: $ref: "#/components/schemas/DataPointBoolean" drRatio: type: number description: The number of underlying common shares backing each depositary receipt (DR) traded. format: double nullable: true exchangeCode: type: string description: A symbol for the stock exchange name; usually consisting of 3 to 5 characters; examples include NYSE; NAS; LSE; OTCBB ($$$ is used for private/unlisted securities) nullable: true exchangeSubMarketGlobalId: type: string description: Indicates a different marketplace or the different market tiers within a stock exchange. nullable: true investmentId: type: string description: Morningstar Issuer Id/ Investment Id nullable: true investmentName: type: string description: Morningstar standard investment name nullable: true investmentPrimaryIssuer: $ref: "#/components/schemas/DataPointString" investmentStatus: type: integer description: "0: obsolete1: active9: other" format: int32 nullable: true investmentType: type: string description: "The abbreviation for investment type classifications: Equity (EQ); Depositary Receipt (DR); Preferred Equity (PE); Unlisted Equity (UE)" nullable: true ipoDate: type: string description: The initial day that the share begins trading on a public exchange nullable: true ipoOfferPrice: type: number description: Indicates the price at which an issuer sells its shares under an initial public offering (IPO). The offer price is set by the issuer and its underwriters. format: double nullable: true ipoOfferPriceRange: type: string description: The estimated offer price range (low-high) for a new IPO. The field should be used until the final IPO price becomes available; as populated in the data field IPO Offer Price. nullable: true isDr: type: boolean description: "Indicates if the share class is a depositary receipt: TRUE denotes it is an ADR or GDR; otherwise FALSE" nullable: true isin: type: string description: "" nullable: true isMainShare: $ref: "#/components/schemas/DataPointBoolean" isPrimaryPerformanceId: $ref: "#/components/schemas/DataPointBoolean" marketSymbol: type: string description: An arrangement of characters representing a particular security listed on an exchange or traded publicly generated and maintained by market data (also known as Realtime). For example; Morningstar's market symbol is 126.1.MORN where 126 refers to Realtime exchange code for NASDAQ; 1 refers to security type equity; and the last set of characters refers to company's actual symbol. nullable: true parValue: type: number description: Nominal value of a security determined by the issuing company format: double nullable: true performanceStatus: $ref: "#/components/schemas/DataPointString" securityType: type: string description: "Indicates security type classification at the share class level: Common Stock (ST00000001); Preferred Stock (ST00000002); Industry (ST00000003); Index (ST00000004); ETF (ST00000005); Closed-end Fund (ST00000006); Investment Trusts (ST00000007); Note (ST00000009); Warrant (ST00000008); Units (ST000000A1); Rights (ST000000B1); Unlisted Common (ST000000C1); Unlisted Preferred (ST000000C2)" nullable: true sedol: type: string description: The stock exchange daily official list (SEDOL) is a seven-character identification code assigned by the London Stock Exchange. For securities issued in the UK the Sedol may be converted to an ISIN. nullable: true segmentMicCode: type: string description: "Indicates the Exchange ISO Market Segment Identifier Code (MIC). Reference: https://www.iso20022.org/market-identifier-codes ($$$ is used for private/unlisted securities)" nullable: true symbol: type: string description: "An arrangement of characters (often letters) representing a particular security listed on an exchange or otherwise traded publicly: Note that Morningstar's multi-share class symbols will often contain a period within the symbol; e.g. BRK.B for Berkshire Hathaway Class B" nullable: true tradingCurrency: type: string description: 3 Character ISO code of the currency that the exchange price is denominated in; i.e. the trading currency of the security nullable: true tradingStatus: $ref: "#/components/schemas/DataPointString" underlyingDrIssuerId: type: string description: "" nullable: true additionalProperties: false DataModelBasicReference: type: object properties: assetsUnderAdvisementDate: type: string description: "" nullable: true associatedShareClass: type: string description: "" nullable: true baseCurrency: $ref: "#/components/schemas/DataPointString" baseUnit: type: number description: "" format: double nullable: true brandingCompanyAsOfDate: type: string description: "" nullable: true brandingName: type: string description: "" nullable: true brandingNameId: type: string description: "" nullable: true caFundCode: type: string description: "" nullable: true countryAfsPerformanceLevel: type: array items: $ref: "#/components/schemas/DataPointString" description: "" nullable: true countryAvailableForSale: type: array items: $ref: "#/components/schemas/DataPointString" description: "" nullable: true countryRegisteredForSale: $ref: "#/components/schemas/DataPointString" custodianFee: type: number description: "" format: double nullable: true custodianFeeAmountCn: type: integer description: "" format: int32 nullable: true delistingDate: type: string description: "" nullable: true domicile: $ref: "#/components/schemas/DataPointString" domicileCountry: $ref: "#/components/schemas/DataPointString" externalManagementCompany: type: string description: "" nullable: true firmLegalStructure: $ref: "#/components/schemas/DataPointString" firmName: type: string description: "" nullable: true firmNameId: type: string description: "" nullable: true firmType: $ref: "#/components/schemas/DataPointString" fundCode: type: string description: "" nullable: true fundid: type: string description: "" nullable: true fundLegalName: type: string description: "" nullable: true fundLegalStructure: $ref: "#/components/schemas/DataPointString" fundStandardName: type: string description: "" nullable: true germanWkn: type: string description: "" nullable: true grossAssetsCurrency: $ref: "#/components/schemas/DataPointString" iaPrimaryShareClass: $ref: "#/components/schemas/DataPointString" inceptionDate: type: string description: "" nullable: true inceptionDateOfFundSOldestShareClass: type: string description: "" nullable: true indexFamilyId: type: string description: "" nullable: true indexFamilyName: type: string description: "" nullable: true investmentType: $ref: "#/components/schemas/DataPointString" ipoAssetRaised: type: number description: "" format: double nullable: true ipoEndDate: type: string description: "" nullable: true ipoStartDate: type: string description: "" nullable: true isin: type: string description: "" nullable: true itaCode: type: string description: "" nullable: true latestAccountingDate: type: string description: "" nullable: true legalName: type: string description: "" nullable: true lifeTriggerEventDate: type: string description: "" nullable: true lifeTriggerEventType: $ref: "#/components/schemas/DataPointString" listingDate: type: string description: "" nullable: true localFirmNameJp: type: string description: "" nullable: true localFirmNameKr: type: string description: "" nullable: true localFirmShortNameJp: type: string description: "" nullable: true localFundLegalNameKr: type: string description: "" nullable: true localLegalNameJp: type: string description: "" nullable: true localLegalNameKr: type: string description: "" nullable: true localNameAfrikaans: type: string description: "" nullable: true localNameCn: type: string description: "" nullable: true localNameHebrew: type: string description: "" nullable: true localNameHk: type: string description: "" nullable: true localNameJp: type: string description: "" nullable: true localNameKr: type: string description: "" nullable: true localNameSg: type: string description: "" nullable: true localNameThai: type: string description: "" nullable: true localNameTw: type: string description: "" nullable: true masterFundid: type: string description: "" nullable: true masterPortfolioId: type: integer description: "" format: int32 nullable: true maximumSwingFactorDownwards: type: number description: "" format: double nullable: true maximumSwingFactorUpwards: type: number description: "" format: double nullable: true mexCode: type: string description: "" nullable: true name: type: string description: "" nullable: true nameOfFundSOldestShareClass: type: string description: "" nullable: true obsoleteDate: type: string description: "" nullable: true obsoleteType: $ref: "#/components/schemas/DataPointString" oldestShareClass: $ref: "#/components/schemas/DataPointString" operationsDataReady: $ref: "#/components/schemas/DataPointString" performanceDataReady: $ref: "#/components/schemas/DataPointString" performanceId: type: string description: "" nullable: true performanceStartDate: type: string description: "" nullable: true pieConversionDate: type: string description: "" nullable: true portfolioCurrency: $ref: "#/components/schemas/DataPointString" portfolioDataReady: $ref: "#/components/schemas/DataPointString" portfolioDate: type: string description: "" nullable: true previousNameOfFirm: type: string description: "" nullable: true priceDataReady: $ref: "#/components/schemas/DataPointString" primaryShare: $ref: "#/components/schemas/DataPointString" priorFirmName: type: string description: "" nullable: true productFocus: $ref: "#/components/schemas/DataPointString" regionOfSale: $ref: "#/components/schemas/DataPointString" registrationDateTw: type: string description: "" nullable: true restructureDate: type: string description: "" nullable: true secidForImport: type: string description: "" nullable: true seriesName: type: string description: "" nullable: true shareClassType: $ref: "#/components/schemas/DataPointString" sharesPercDateCn: type: string description: "" nullable: true status: $ref: "#/components/schemas/DataPointString" swissValor: type: string description: "" nullable: true ticker: type: string description: "" nullable: true tickerOfFundSOldestShareClass: type: string description: "" nullable: true underlyingFundInceptionDate: type: string description: "" nullable: true underlyingFundName: type: string description: "" nullable: true underlyingFundSecid: type: string description: "" nullable: true usHeadquarters: type: string description: "" nullable: true valuationCountry: $ref: "#/components/schemas/DataPointString" virtualClass: $ref: "#/components/schemas/DataPointString" additionalProperties: false ResponseInvestmentsMetadataExchanges: title: ResponseInvestmentsMetadataExchanges type: object properties: exchangeCode: description: Exchange code. example: SWA readOnly: true micCode: description: Market Identifier Code (MIC). type: string example: XSWA DataPointString: title: DataPointString type: object properties: value: type: string nullable: true code: type: string nullable: true additionalProperties: false DataPointIntegerLong: title: DataPointIntegerLong type: object properties: value: type: string nullable: true code: type: integer format: int64 nullable: true additionalProperties: false DataPointBoolean: title: DataPointBoolean type: object properties: value: type: string nullable: true code: type: boolean nullable: true additionalProperties: false ResponseInvestments: type: object description: Response containing investment results and metadata. properties: investments: type: array description: List of investments returned by the query. items: $ref: "#/components/schemas/ResponseInvestment" metadata: $ref: "#/components/schemas/ResponseInvestmentsMetadata" required: - investments - metadata ```