Morningstar Equity Asset Classification

Packages in the Asset Classification category provide Morningstar's best proprietary metrics for classifying stocks through a range of lenses, alongside metrics from third-party industry classification systems. These datasets enable systematic categorization of equities by industry, investment style, size, growth characteristics, and financial health — the building blocks of portfolio construction, benchmark alignment, and peer group definition.

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# Packages

## Industry Classification

Provides a range of classification taxonomies to allocate companies to the industries in which they operate. Morningstar’s proprietary Global Equity Classification Structure taxonomy, an alternative to ICB and GICS, provides industry classification for every company in our equity universe, keeping up to date as market trends lead to the evolution of new industries. Third-party classifications include the European NACE taxonomy, and the North American Industry Classification Systems (NAICS). Data collected daily from January 1, 2010 globally, at the Country level.

Datasets:

- Morningstar Industry Classification
- Third-Party Industry Classification

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## **Style Box**

Provides Morningstar’s proprietary Style Box, and Stock Grades data to classify stocks by size, growth, health, and profitability. Morningstar Style Box is a proprietary classification of stocks based on market capitalization and growth, assigning score that enables you to identify opportunities that align with your investment strategies. Stock Grades provide further analytical classifications focused on financial health and profitability. Data collected monthly from January 1, 1992 globally, at the Region/Continent level.

Datasets:

- Stock Grades
- Style Box
- Style Box Breakpoints

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*How to Get Access:*

*1. Select 'Request' on the listing page*

*2. Include your name, company, email, and a brief message describing your use case*

原始信息汇总

Morningstar Equity Asset Classification 数据集概述

数据集简介

数据集提供晨星（Morningstar）专有的股票分类指标，涵盖行业分类体系、投资风格分析和股票评级。这些数据集支持通过行业、投资风格、规模、增长特征和财务健康状况对股票进行系统性分类，是投资组合构建、基准对标和同行群体定义的基础。

数据包详情

行业分类

提供多种分类体系，将公司划分至其运营的行业。包括晨星专有的全球股票分类结构（GECS）以及第三方分类（如欧洲NACE和北美行业分类系统NAICS）。

• 数据范围：自2010年1月1日起，全球，国家级别，每日收集。
• 包含数据集：
  • Morningstar Industry Classification
  • Third-Party Industry Classification

风格箱与股票评级

提供晨星专有的风格箱和股票评级数据，按规模、增长、健康状况和盈利能力对股票进行分类。

• 数据范围：自1992年1月1日起，全球，大洲/区域级别，每月收集。
• 包含数据集：
  • Stock Grades
  • Style Box
  • Style Box Breakpoints

主要业务应用场景

• 投资组合构建与风格倾斜：使用风格箱分类构建具有目标规模和增长/价值敞口的投资组合，监控风格漂移并进行再平衡。
• 同行群体定义：使用晨星的四级行业层次结构定义有意义的比较组，结合地理和规模过滤器进行精细分析。
• 基准对标：将投资组合持仓映射到行业板块，以进行相对于行业加权基准的归因分析。
• 投资筛选：按财务健康等级、盈利能力等级和风格分类筛选股票，识别符合特定投资标准的股票。
• 风险监控：在投资组合层面跟踪行业和风格集中度，风格箱分配可提示风格漂移，股票评级可标记财务健康或盈利能力恶化。

数据提供商

• 提供商：Morningstar
• 销售联系：[e-mail]
• 支持联系：[e-mail]

数据技术详情

• 更新频率：每月
• 时间覆盖范围：1992年1月1日之后，按日
• 地理覆盖范围：包含阿根廷、巴西、智利等国家（页面提及“79 More”）
• 云区域可用性：在AWS的多个区域可用，包括非洲（开普敦）、亚太（雅加达）、亚太（孟买）、亚太（大阪）等（页面提及“49 More”）

相关数据集（来自同一提供商）

• Morningstar Equity Financial Statements and Ratios
• Sustainalytics Country Risk Ratings
• Morningstar Equity Returns and Statistics
• Morningstar Equity Consensus Estimates and Recommendations
• Morningstar Equity Reference
• Sustainalytics Controversial Weapons Radar