Morningstar

Morningstar Investment List API

Retrieve curated and client-defined investment lists with associated Morningstar data points for rendering list-driven experiences.

GitHub OpenAPI

Operations 1

POST /direct-web-services/v1/investment-list Retrieve investment list. #

Documentation

📖
Documentation
https://developer.morningstar.com/content/documentation/direct-web-services/investment-list/overview/investment-list-api-overview.md

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-investment-list-api-openapi.yml

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OpenAPI Specification

morningstar-investment-list-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Investment List API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: Investment List
paths:
  /direct-web-services/v1/investment-list:
    post:
      summary: Retrieve investment list.
      responses:
        '200':
          $ref: '#/components/responses/ResponseRetrieveInvestmentList'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '401':
          $ref: '#/components/responses/ResponseUnauthorized'
        '403':
          $ref: '#/components/responses/ResponseForbidden'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      operationId: retrieveInvestmentList
      tags:
      - Investment List
      requestBody:
        $ref: '#/components/requestBodies/RequestRetrieveInvestmentList'
components:
  schemas:
    InputInvestment:
      required:
      - id
      type: object
      properties:
        id:
          minLength: 1
          type: string
          description: Investment to query. Accepts performance IDs, ISINs, security IDs, CUSIPs, trading symbols, and Morningstar IDs.
          examples:
          - 0P00000046
          - US0042391096
        idType:
          type:
          - string
          - 'null'
          description: Identifier type.
          default: performanceId
          enum:
          - performanceId
          - isin
          - fundCode
          - securityId
          - cusip
          - msid
          - tradingSymbol
        baseCurrency:
          type:
          - string
          - 'null'
          description: Input base currency used to look up Investment identifier
          examples:
          - USD
          - JPY
        domicile:
          type:
          - string
          - 'null'
          description: Domicile used to look up investment. Accepts 3-character ISO 3166-1 country codes.
          examples:
          - USA
          - JPN
        exchangeCountry:
          type:
          - string
          - 'null'
          description: Exchange country used to look up investment. Accepts 3-character ISO 3166-1 country codes.
          examples:
          - USA
          - JPN
        exchangeId:
          type:
          - string
          - 'null'
          description: Exchange identifier used to look up investment.
          examples:
          - EX$$$$XNAS
          - EX$$$$XLON
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
      additionalProperties: false
      description: Investment to query. Investment look up is supported.
    OutputErrorDetails:
      type: object
      properties:
        statusCode:
          type: integer
          description: Status Code
          format: int32
        errorCode:
          type:
          - string
          - 'null'
          description: Custom error code
        message:
          type:
          - string
          - 'null'
          description: Message
        requestId:
          type:
          - string
          - 'null'
          description: RequestId
      additionalProperties: false
      description: Error details
    OutputInvestment:
      description: Output investment.
      type: object
      title: OutputInvestment
      required:
      - performanceId
      properties:
        performanceId:
          type: string
          alias: performanceId
        aggregateSummary.openInterest:
          type:
          - number
          - 'null'
          format: double
        aggregateSummary.tradeCount:
          type:
          - number
          - 'null'
          format: double
        aggregateSummary.turnover:
          type:
          - number
          - 'null'
          format: double
        aggregateSummary.vwap:
          type:
          - number
          - 'null'
          format: double
        annualReportFeesAndFinancialsMostRecent.totalExpenseRatio:
          type:
          - string
          - 'null'
        annualReturnsHistorical.annualRet2020:
          type:
          - string
          - 'null'
        annualReturnsHistorical.annualRet2021:
          type:
          - string
          - 'null'
        annualReturnsHistorical.annualRet2022:
          type:
          - string
          - 'null'
        annualReturnsHistorical.annualRet2023:
          type:
          - string
          - 'null'
        annualReturnsHistorical.annualRet2024:
          type:
          - string
          - 'null'
        assetAllocationBreakdown.assetAllocBondPercNet:
          type:
          - string
          - 'null'
        assetAllocationBreakdown.assetAllocCashPercNet:
          type:
          - string
          - 'null'
        assetAllocationBreakdown.assetAllocEquityPercNet:
          type:
          - string
          - 'null'
        assetAllocationBreakdown.assetAllocOtherPercNet:
          type:
          - string
          - 'null'
        basicReference.baseCurrency:
          type:
          - string
          - 'null'
        basicReference.countryAvailableForSale:
          type:
          - string
          - 'null'
        basicReference.domicile:
          type:
          - string
          - 'null'
        basicReference.firmName:
          type:
          - string
          - 'null'
        basicReference.fundCode:
          type:
          - string
          - 'null'
        basicReference.fundLegalName:
          type:
          - string
          - 'null'
        basicReference.fundid:
          type:
          - string
          - 'null'
        basicReference.inceptionDate:
          type:
          - string
          - 'null'
        basicReference.investmentType:
          type:
          - string
          - 'null'
        basicReference.isin:
          type:
          - string
          - 'null'
        basicReference.name:
          type:
          - string
          - 'null'
        basicReference.portfolioDate:
          type:
          - string
          - 'null'
        basicReference.primaryShare:
          type:
          - string
          - 'null'
        basicReference.shareClassType:
          type:
          - string
          - 'null'
        basicReference.ticker:
          type:
          - string
          - 'null'
        bestAndWorstRollingReturns.best3MoAsOfDateQtrEnd:
          type:
          - string
          - 'null'
        bestAndWorstRollingReturns.best3MoRetInceptionQtrEnd:
          type:
          - string
          - 'null'
        bestAndWorstRollingReturns.worst3MoAsOfDateQtrEnd:
          type:
          - string
          - 'null'
        bestAndWorstRollingReturns.worst3MoRetInceptionQtrEnd:
          type:
          - string
          - 'null'
        closePrice.closePrice:
          type:
          - number
          - 'null'
          format: double
        closePrice.closePriceDatetime:
          type:
          - string
          - 'null'
        companyGrade.growthGrade:
          type:
          - string
          - 'null'
        companyGrade.profitabilityGrade:
          type:
          - string
          - 'null'
        companyInformation.cik:
          type:
          - string
          - 'null'
        companyInformation.companyId:
          type:
          - string
          - 'null'
        companyInformation.companyStatus:
          type:
          - string
          - 'null'
        companyInformation.domicileCountryCode:
          type:
          - string
          - 'null'
        companyInformation.globalTemplateIndustryTemplateCode:
          type:
          - string
          - 'null'
        companyInformation.legalNameLanguageCode:
          type:
          - string
          - 'null'
        companyInformation.lei:
          type:
          - string
          - 'null'
        companyInformation.morningstarIndustryCode:
          type:
          - string
          - 'null'
        companyInformation.morningstarIndustryGroupCode:
          type:
          - string
          - 'null'
        companyInformation.morningstarSectorCode:
          type:
          - string
          - 'null'
        companyInformation.operationStatus:
          type:
          - string
          - 'null'
        companyInformation.shortName:
          type:
          - string
          - 'null'
        companyInformation.standardName:
          type:
          - string
          - 'null'
        companyInformation.webAddress:
          type:
          - string
          - 'null'
        countryAndRegionalExposureBreakdown.equityRegionEmergingPercLongRescaled:
          type:
          - string
          - 'null'
        countryAndRegionalExposureBreakdown.equityRegionGreaterAsiaPercLongRescaled:
          type:
          - string
          - 'null'
        countryAndRegionalExposureBreakdown.equityRegionGreaterEuropePercLongRescaled:
          type:
          - string
          - 'null'
        countryAndRegionalExposureBreakdown.equityRegionUnitedStatesPercLongRescaled:
          type:
          - string
          - 'null'
        dailyDividendResidualRiskAndReturnSensitivity.beta1260Day:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.returnDateDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRet1DayDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRet1MoDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRet1WkDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRet1YrDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRet3MoDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRet6MoDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRetAnnlzd10YrDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRetAnnlzd3YrDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRetAnnlzd5YrDaily:
          type:
          - string
          - 'null'
        dailyReturnsMostRecent.totalRetYtdDaily:
          type:
          - string
          - 'null'
        dailyStandardDeviation.arithmeticMean1008Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.arithmeticMean1260Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.arithmeticMean2520Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.arithmeticMean252Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.arithmeticMean504Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.arithmeticMean756Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.dailyStandardDeviationAsOfDate:
          type:
          - string
          - 'null'
        dailyStandardDeviation.standardDeviation1008Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.standardDeviation1260Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.standardDeviation2520Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.standardDeviation252Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.standardDeviation504Day:
          type:
          - number
          - 'null'
          format: double
        dailyStandardDeviation.standardDeviation756Day:
          type:
          - number
          - 'null'
          format: double
        delistInformation.delistingDate:
          type:
          - string
          - 'null'
        derivedStatisticsFromIndexLevelsTimeSeries.averageAnnualReportNetExpenseRatio:
          type:
          - string
          - 'null'
        derivedStatsIEMptCurrent.sharpeRatio3YrMoEnd:
          type:
          - string
          - 'null'
        derivedStatsIEMptCurrent.stdDev3YrMoEnd:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.alpha12Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.alpha36Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.alpha60Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.beta12Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.beta36Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.beta60Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.rSquare12Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.rSquare36Month:
          type:
          - string
          - 'null'
        dividendResidualRiskAndReturnSensitivity.rSquare60Month:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.cashReturn:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.enterpriseValue:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.enterpriseValueToEbitdaRatio:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.enterpriseValueToEbitRatio:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.enterpriseValueToFreeCashFlowRatio:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.enterpriseValueToRevenueRatio:
          type:
          - string
          - 'null'
        enterpriseValueCalculations.totalDebtToEnterpriseValue:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.averageMarketCapMilLong:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.equityStyleFactorDivYldLong:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.numberOfHoldings:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.percAssetInTop10Holdings:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.porbRatioTtmLong:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.poreRatioTtmLong:
          type:
          - string
          - 'null'
        equityPortfolioStatistics.roePercTtmLong:
          type:
          - string
          - 'null'
        equityResearchRatingsMostRecent.priceOrFairValue:
          type:
          - string
          - 'null'
        equityResearchRatingsMostRecent.stockCapitalAllocationRating:
          type:
          - string
          - 'null'
        esgFundLevelCarbonRisk.portfolioCarbonRiskScore:
          type:
          - string
          - 'null'
        esgFundLevelRatingsHistorical.morningstarSustainabilityRating:
          type:
          - string
          - 'null'
        esgFundLevelRatingsHistorical.portfolioCorporateSustainabilityScore:
          type:
          - string
          - 'null'
        esgFundLevelRatingsHistorical.portfolioEnvironmentalRiskScore:
          type:
          - string
          - 'null'
        esgFundLevelRatingsHistorical.portfolioGovernanceRiskScore:
          type:
          - string
          - 'null'
        esgFundLevelRatingsHistorical.portfolioSocialRiskScore:
          type:
          - string
          - 'null'
        esgFundLevelRatingsMostRecent.sustainabilityRatingDate:
          type:
          - string
          - 'null'
        feeLevelRanks.morningstarFeeLevelBroad:
          type:
          - string
          - 'null'
        financialHealthGrade.financialHealthGradeValue:
          type:
          - string
          - 'null'
        financialHealthGrade.probabilityOfDefault:
          type:
          - string
          - 'null'
        fixedIncomePortfolioStatisticsSurveyedAnalytics.averageCreditQuality:
          type:
          - string
          - 'null'
        fixedIncomePortfolioStatisticsSurveyedAnalytics.averageEffDurationSurvey:
          type:
          - string
          - 'null'
        fixedIncomePortfolioStatisticsSurveyedAnalytics.averageYtmSurvey:
          type:
          - string
          - 'null'
        fundAttributes.activelyManaged:
          type:
          - string
          - 'null'
        fundAttributes.fundOfFunds:
          type:
          - string
          - 'null'
        fundAttributes.indexFund:
          type:
          - string
          - 'null'
        fundAttributes.openForInvestment:
          type:
          - string
          - 'null'
        indexTick.indexPrice:
          type:
          - number
          - 'null'
          format: double
        indexTick.indexPricePublicationTime:
          type:
          - string
          - 'null'
        instrumentIdentifiers.exchangeTickerSymbol:
          type:
          - string
          - 'null'
        instrumentIdentifiers.isin:
          type:
          - string
          - 'null'
        instrumentIdentifiers.localCode:
          type:
          - string
          - 'null'
        instrumentIdentifiers.mdCusip:
          type:
          - string
          - 'null'
        instrumentIdentifiers_performanceId:
          type:
          - string
          - 'null'
        instrumentIdentifiers.sedol:
          type:
          - string
          - 'null'
        instrumentIdentifiers.vendorTickerSymbol:
          type:
          - string
          - 'null'
        investmentBasicDetails.advisor:
          type:
          - string
          - 'null'
        investmentBasicDetails.distributor:
          type:
          - string
          - 'null'
        investmentBasicDetails.exchange:
          type:
          - string
          - 'null'
        investmentBasicDetails.exchangeCountry:
          type:
          - string
          - 'null'
        investmentBasicDetails.firmCountry:
          type:
          - string
          - 'null'
        investmentBasicDetails.managementCompany:
          type:
          - string
          - 'null'
        investmentBasicDetails.primaryProspectusBenchmark:
          type:
          - string
          - 'null'
        investmentBasicDetails.primaryProspectusBenchmarkId:
          type:
          - string
          - 'null'
        investmentBasicDetails.subadvisor:
          type:
          - string
          - 'null'
        lastPrice.lastPrice:
          type:
          - number
          - 'null'
          format: double
        lastPrice.lastPricePublishDatetime:
          type:
          - string
          - 'null'
        lastPrice.lastSize:
          type:
          - number
          - 'null'
          format: double
        managerBioAndDetailsMostRecent.managerName:
          type:
          - string
          - 'null'
        managerBioAndDetailsMostRecent.managerTenureAverage:
          type:
          - string
          - 'null'
        managerBioAndDetailsMostRecent.managerTenureLongest:
          type:
          - string
          - 'null'
        marketCapital.asOfDate:
          type:
          - string
          - 'null'
        marketCapital.companyLevelMarketCapital:
          type:
          - string
          - 'null'
        marketCapital.currencyCode:
          type:
          - string
          - 'null'
        marketCapital.shareLevelMarketCapital:
          type:
          - string
          - 'null'
        marketCapitalBreakdown.marketCapGiantPercLongRescaled:
          type:
          - string
          - 'null'
        marketCapitalBreakdown.marketCapLargePercLongRescaled:
          type:
          - string
          - 'null'
        marketCapitalBreakdown.marketCapMidPercLongRescaled:
          type:
          - string
          - 'null'
        marketCapitalBreakdown.marketCapSmallPercLongRescaled:
          type:
          - string
          - 'null'
        marketReturn.asOfDate:
          type:
          - string
          - 'null'
        marketReturn.nonDividendTotalReturnMonthToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.nonDividendTotalReturnOneDay:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalGrossedUpReturnDateToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalGrossedUpReturnMonthToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalGrossedUpReturnQuarterToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalGrossedUpReturnWeekToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalGrossedUpReturnYearToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalReturnMonthToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalReturnOneDay:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalReturnQuarterToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalReturnWeekToDate:
          type:
          - number
          - 'null'
          format: double
        marketReturn.totalReturnYearToDate:
          type:
          - number
          - 'null'
          format: double
        metadata.priceFrequencyFlag:
          type:
          - string
          - 'null'
        midPrice.midPrice:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.asOfDate:
          type:
          - string
          - 'null'
        monthEndReturnStatistics.best3MonthTotalReturnOverPast120Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.best3MonthTotalReturnOverPast12Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.best3MonthTotalReturnOverPast36Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.best3MonthTotalReturnOverPast60Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.worst3MonthTotalReturnOverPast120Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.worst3MonthTotalReturnOverPast12Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.worst3MonthTotalReturnOverPast36Months:
          type:
          - number
          - 'null'
          format: double
        monthEndReturnStatistics.worst3MonthTotalReturnOverPast60Months:
          type:
          - number
          - 'null'
          format: double
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.returnDateMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet1MoMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet1YrMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet1YrQtrEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet3MoMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet6MoMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd10YrMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd10YrQtrEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd3YrMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd3YrQtrEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd5YrMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd5YrQtrEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetInceptionMoEnd:
          type:
          - string
          - 'null'
        monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetYtdMoEnd:
          type:
          - string
          - 'null'
        monthlyStandardDeviation.arithmeticMean120Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.arithmeticMean12Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.arithmeticMean24Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.arithmeticMean36Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.arithmeticMean48Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.arithmeticMean60Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.asOfDate:
          type:
          - string
          - 'null'
        monthlyStandardDeviation.standardDeviation120Month:
          type:
          - string
          - 'null'
        monthlyStandardDeviation.standardDeviation12Month:
          type:
          - string
          - 'null'
        monthlyStandardDeviation.standardDeviation24Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.standardDeviation36Month:
          type:
          - string
          - 'null'
        monthlyStandardDeviation.standardDeviation48Month:
          type:
          - number
          - 'null'
          format: double
        monthlyStandardDeviation.standardDeviation60Month:
          type:
          - string
          - 'null'
        morningstarCategory.globalBroadCategoryGroup:
          type:
          - string
          - 'null'
        morningstarCategory.globalCategory:
          type:
          - string
          - 'null'
        morningstarCategory.morningstarCategoryId:
          type:
          - string
          - 'null'
        morningstarEquitySectorsBreakdown.equityEconSectorConsumerCyclicalPercLongRescaled:
          type:
          - string
          - 'null'
        morningstarEquitySectorsBreakdown.equityEconSectorConsumerDefensivePercLongRescaled:
          type:
          - string
          - 'null'
        morningstarEquitySectorsBreakdown.equityEconSectorEnergyPercLongRescaled:
          type:
          - string
          - 'null'
        morningstarEquitySectorsBreakdown.equityEconSectorFinancialServicesPercLongRescaled:
          type:
          - string
          - 'null'
        morningstarEquitySectorsBreakdown.equityEconSectorHealthcarePercLongRescaled:
          type:
          - string
          - 'null'
        morningstarEquitySectorsBreakdown.equityEconSectorTechnologyPercLongRescaled:
          type:
          - string
          - 'null'
        morningstarMedalistRatingMostRecent.morningstarMedalistRating:
          type:
          - string
          - 'null'
        morningstarMedalistRatingMostRecent.morningstarMedalistRatingDate:
          type:
          - string
          - 'null'
        morningstarMedalistRatingMostRecent.morningstarMedalistRatingParentPillar:
          type:
          - string
          - 'null'
        morningstarMedalistRatingMostRecent.morningstarMedalistRatingPeoplePillar:
          type:
          - string
          - 'null'
        morningstarMedalistRatingMostRecent.morningstarMedalistRatingProcessPillar:
          type:
          - string
          - 'null'
        morningstarPortfolioRiskScore.portfolioRiskScore:
          type:
          - string
          - 'null'
        morningstarPortfolioRiskScore.portfolioRiskScoreDate:
          type:
          - string
          - 'null'
        morningstarRatingMostRecent.morningstarRating10Yr:
          type:
          - string
          - 'null'
        morningstarRatingMostRecent.morningstarRating3Yr:
          type:
          - string
          - 'null'
        morningstarRatingMostRecent.morningstarRating5Yr:
          type:
          - string
          - 'null'
        morningstarRatingMostRecent.morningstarRatingOverall:
          type:
          - string
          - 'null'
        morningstarRatingMostRecent.ratingDate:
          type:
          - string
          - 'null'
        morningstarStyleBox.equityStyleBoxLong:
          type:
          - string
          - 'null'
        morningstarStyleBox.sizeScoreLong:
          type:
          - string
          - 'null'
        morningstarStyleBox.valueGrowthScoreLong:
          type:
          - string
          - 'null'
        msciCountryClassification.msciCountry:
          type:
          - string
          - 'null'
        navPrice.exchangeNav:
          type:
          - number
          - 'null'
          format: double
        netAssetsMonthEndMostRecent.firmTotalAssets:
          type:
          - string
          - 'null'
        netAssetsMonthEndMostRecent.fundSize:
          type:
          - string
          - 'null'
        netAssetsMonthEndMostRecent.netAssetsDate:
          type:
          - string
          - 'null'
        nonDividendResidualRiskAndReturnSensitivity.nonDividendBeta36Month:
          type:
          - string
          - 'null'
        nonDividendResidualRiskAndReturnSensitivity.nonDividendRSquare36Month:
          type:
          - string
          - 'null'
        ohlPrice.highPrice:
          type:
          - number
          - 'null'
          format: double
        ohlPrice.lowPrice:
          type:
          - number
          - 'null'
          format: double
        ohlPrice.openPrice:
          type:
          - number
          - 'null'
          format: double
        performanceRanks.bearMarketRankPercMoEnd:
          type:
          - string
          - 'null'
        performanceRanks.totalRetPercRankCat10YrMoEnd:
          type:
          - string
          - 'null'
        performanceRanks.totalRetPercRankCat1YrMoEnd:
          type:
          - string
          - 'null'
        performanceRanks.totalRetPercRankCat3YrMoEnd:
          type:
          - string
          - 'null'
        performanceRanks.totalRetPercRankCat5YrMoEnd:
          type:
          - string
          - 'null'
        performanceRanks.totalRetPercRankCatYtdMoEnd:
          type:
          - string
          - 'null'
        performanceStatistics.52WeekHighLowPrice:
          type:
          - number
          - 'null

# --- truncated at 32 KB (87 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-investment-list-api-openapi.yml