---
title: "Morningstar Screener Tool"
description: "Filter investments by quantitative criteria across asset classes."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-screener-tool"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~TW9ybmluZ3N0YXIgU2NyZWVuZXIgVG9vbHwgTW9ybmluZ3N0YXIgTUNQIFNlcnZlcg,description_Filter+investments+by+quantitative+criteria+across+asset+classes.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL21vcm5pbmdzdGFyLXNjcmVlbmVyLXRvb2wi,s_z0y1oUQMTV1BG2vG.png"
---

-   [AI Solutions](https://developer-beta.morningstar.com/ai-solutions)
-   [Morningstar MCP Server](https://developer-beta.morningstar.com/morningstar-mcp-server)
-   [Trial Access](https://developer-beta.morningstar.com/trial-access)

# Morningstar MCP Server

Connect trusted data to your AI workflows with the Morningstar MCP Server.

# morningstar-screener-tool

[View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-screener-tool.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-screener-tool.md)

Returns lists of investments that match user-specified criteria across asset classes.

## [Summary](#summary)

|          |                                                                                  |
| :------- | :------------------------------------------------------------------------------- |
| Purpose  | Identify securities based on quantitative attributes (data points)               |
| Input    | One or more criteria combined with logical and comparison operators              |
| Output   | Ranked list of matching investments                                              |
| Best for | Security selection, identifying investments that meet specific criteria, comparative analysis |

## [Capabilities](#capabilities)

### [Universe-specific screening](#universe-specific-screening)

| Code | Universe                     | Example screening attributes                      |
| :--- | :--------------------------- | :------------------------------------------------ |
| FE   | Exchange-traded funds        | Expense ratios, performance, ratings, holdings    |
| FO   | Open-end funds               | Returns, manager tenure, fees                     |
| FC   | Closed-end funds             | Returns, manager tenure, fees                     |
| ST   | Stocks                       | Valuation, fundamentals, sectors, analyst ratings |
| SA   | Separately managed accounts  | Returns, manager tenure, fees                     |
| MO   | Models                       | Returns, manager tenure, fees                     |
| CZ   | Collective investment trusts | Returns, manager tenure, fees                     |

### [Filtering operations](#filtering-operations)

| Operation            | Supported options                                                 |
| :------------------- | :---------------------------------------------------------------- |
| Logical operators    | AND, OR, NOT                                                      |
| Comparison operators | equals (=), like patterns (like), greater than (>), less than (<) |
| Result ordering      | Ranked by matching criteria                                       |

Multiple criteria can be combined in a single search.

## [Limitations](#limitations)

-   When used with the [ID Lookup Tool](https://developer-beta.morningstar.com/morningstar-mcp-server/morningstar-id-lookup-tool), screening is limited to mapped data point IDs.
-   The tool works more reliably with data points that have quantitative values (for example, P/E ratio) or a limited set of qualitative values (for example, a stock's sector).

## [Example questions](#example-questions)

-   Show all US large-cap ETFs with expense ratios below 0.10%.
-   Find mutual funds with a 5-star Morningstar rating and manager tenure over 10 years.
-   List stocks with a fair value discount greater than 10% and a wide economic moat.
-   Screen for funds in the 'Technology' category with YTD returns above 20%.
-   Return ETFs with more than $1B in assets and Sharpe Ratio above 1.0.