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Morningstar Connect Evaluation Guide (Formerly known as Custom Element for Account Setup, Version 2)2022 Morningstar. All Rights Reserved. Morningstar Connect Version:3.0.3Document:MC_Eval0.120220209Document
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Morningstar Connect Evaluation Guide is a compliance document provided by Morningstar to assess the suitability and quality of investment funds.
Investment funds and financial institutions are required to file the Morningstar Connect Evaluation Guide.
The Morningstar Connect Evaluation Guide can be filled out online through Morningstar's platform by providing information about the investment fund.
The purpose of Morningstar Connect Evaluation Guide is to ensure transparency, compliance, and quality in investment funds.
Information such as fund performance, investment strategy, fees, and risk assessment must be reported on Morningstar Connect Evaluation Guide.
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