📊 Morningstar Fund & ETF Scraper

🚀 Export Morningstar mutual fund and ETF data in seconds. Star ratings, returns, expense ratios, net assets - all in one dataset, no account required.

🕒 Last updated: 2026-05-22 · 📊 10 fields per record · 893+ funds per run · US mutual funds and ETFs

The Morningstar Fund & ETF Scraper extracts fund and ETF data from Morningstar.com's public fund screener pages. Data is sourced directly from Morningstar's server-side rendered pages in real time - no login, no API key, no account needed.

Morningstar is the world's leading independent investment research firm, covering 600,000+ investment offerings. This actor taps into their public US fund database covering mutual funds and ETFs with star ratings, performance history, expense ratios, and more.

Target Audience & Use Cases

Who	What They Need
Retail investors	Screen funds by star rating, returns, and cost
Financial advisors	Build fund comparison datasets for clients
Fintech developers	Power fund screener tools with live Morningstar data
Researchers	Analyze fund performance trends across categories
Portfolio managers	Monitor expense ratios and returns at scale
Data journalists	Track top-rated funds in specific categories

📋 What the Morningstar Scraper does

• Scrapes 800+ mutual fund records per run from Morningstar's US fund screener
• Captures star ratings (1-5), 1-year, 3-year, and 5-year annualized returns
• Extracts expense ratios, net assets (billions USD), and Morningstar category
• Supports filtering by asset type (mutual funds or ETFs)
• Supports optional category filtering (e.g., "Large Blend", "Short-Term Bond")
• Respects maxItems limit with automatic free-tier restriction (10 items preview)
• Exports to CSV, JSON, Excel, XML via Apify dataset

💡 Why it matters: Morningstar star ratings are the most widely used fund evaluation metric in the world. Having this data in a structured, downloadable format unlocks screening, backtesting, and analysis workflows that would otherwise require expensive subscriptions.

🎬 Full Demo

🚧 Coming soon

⚙️ Input

Field	Type	Default	Description
universeId	string	FOUSA	Asset type: FOUSA (US Mutual Funds) or ETUSA (US ETFs)
category	string	(optional)	Filter by Morningstar category name (e.g., "Large Blend")
maxItems	integer	10	Max records to collect. Free: 10. Paid: up to 1,000,000

Example input - top mutual funds:

{
  "universeId": "FOUSA",
  "maxItems": 100
}

Example input - ETFs in a category:

{
  "universeId": "ETUSA",
  "category": "Large Blend",
  "maxItems": 50
}

⚠️ Good to Know: Free users are limited to 10 items per run as a preview. Create a free account w/ $5 credit to unlock larger runs.

📊 Output

Field	Type	Description
🏷️ ticker	string	Fund ticker symbol (e.g., VTSAX)
📛 name	string	Full fund legal name
📂 category	string	Morningstar category (e.g., Large Blend)
⭐ starRating	integer	Morningstar star rating 1-5
📈 returnYtd	number	YTD return % (not available in public data)
📈 return1Year	number	1-year trailing return %
📈 return3Year	number	3-year annualized return %
📈 return5Year	number	5-year annualized return %
💰 expenseRatio	number	Annual expense ratio %
🏦 netAssets	number	Net assets in billions USD
🔗 morningstarUrl	string	Morningstar fund detail page URL
🕒 scrapedAt	string	ISO timestamp of data collection

Sample records:

[
  {
    "ticker": "WFILX",
    "name": "Allspring Index Fund - Class A",
    "category": "Large Blend",
    "starRating": 2,
    "returnYtd": null,
    "return1Year": 28.37296,
    "return3Year": 22.23282,
    "return5Year": 13.50293,
    "expenseRatio": 0.44,
    "netAssets": 1.53,
    "morningstarUrl": "https://www.morningstar.com/funds/xnas/wfilx/overview",
    "scrapedAt": "2026-05-22T11:24:28.465Z",
    "error": null
  },
  {
    "ticker": "LDVAX",
    "name": "AXS FTSE Venture Capital Return Tracker Fund Class A Shares",
    "category": "Large Growth",
    "starRating": 2,
    "returnYtd": null,
    "return1Year": -8.11115,
    "return3Year": 18.24715,
    "return5Year": -1.12299,
    "expenseRatio": 1.75,
    "netAssets": 0.08,
    "morningstarUrl": "https://www.morningstar.com/funds/xnas/ldvax/overview",
    "scrapedAt": "2026-05-22T11:24:28.465Z",
    "error": null
  }
]

✨ Why choose this Actor

Feature	Detail
✅ No login required	Public data only, no Morningstar account needed
✅ Real-time data	Every run fetches live data, no stale cache
✅ 800+ funds	Covers all major Morningstar US fund screener categories
✅ Multiple export formats	CSV, JSON, Excel, XML via Apify dataset
✅ ETF support	Switch between mutual funds and ETFs with one input
✅ Category filtering	Narrow results to any Morningstar fund category
✅ Clean data	Normalized fields, consistent types, null for missing values

📈 How it compares to alternatives

	This Actor	Manual export	Morningstar Premium
Cost	Free tier available	Free but manual	$200+/year
Scale	800+ records per run	Limited export	Full database
Automation	Full API/Zapier/Make	Manual	API (expensive)
Setup time	30 seconds	Minutes	Days
Export formats	CSV, JSON, Excel, XML	CSV only	Multiple

🚀 How to use

1. Go to the Morningstar Fund & ETF Scraper page
2. Click Try for free - Create a free account w/ $5 credit
3. Set universeId to FOUSA (mutual funds) or ETUSA (ETFs)
4. Optionally enter a category filter (e.g., "Large Blend")
5. Set maxItems to the number of records you need
6. Click Start and wait ~5 seconds
7. Download your dataset as CSV, JSON, or Excel

💼 Business use cases

Investment Research & Screening

Build your own fund screener with real Morningstar ratings. Filter by star rating, expense ratio, or return to identify top performers in any category. Export to Excel for client presentations.

Fintech App Development

Power fund comparison features in your robo-advisor or investment app. Use the structured dataset to render fund cards, comparison tables, and performance charts without a costly Morningstar API subscription.

Portfolio Analysis & Monitoring

Schedule daily runs to track expense ratio trends and return changes across your target fund universe. Feed into dashboards (Tableau, Power BI, Google Sheets) for automated monitoring.

Academic & Quantitative Research

Download historical snapshots of fund ratings and performance metrics for research into fund flows, active vs. passive performance, or expense ratio impact on returns. Export to R or Python for analysis.

🔌 Automating Morningstar Fund Scraper

Integrate with your existing tools using Apify's built-in integrations:

• Make (Integromat) - Trigger a run on a schedule and send new fund data to Google Sheets or Airtable
• Zapier - Connect to 6,000+ apps. Push fund data to Slack, Notion, or a database
• Slack - Get notified when top-rated funds change or new data is available
• Google Sheets - Auto-populate a spreadsheet with fund data on a daily schedule
• Webhooks - POST run results to your own API endpoint for custom processing

🌟 Beyond business use cases

Personal Finance Research

Track expense ratios across your 401(k) options or evaluate index fund alternatives. Export to a spreadsheet and calculate the long-term cost difference between similar funds.

Educational Projects

Use real Morningstar data in finance courses to teach students about fund evaluation, active vs. passive investing, and the relationship between expense ratios and returns.

Open Data & Journalism

Publish fund rating datasets for independent research. Compare fund costs across providers or track how star ratings correlate with future performance.

Developer Experimentation

Build a local fund screener, test visualization libraries with real financial data, or prototype a portfolio tracking app using live Morningstar records.

🤖 Ask an AI assistant about this scraper

"I want to analyze mutual fund expense ratios. Can you help me use the Morningstar Fund Scraper to get this data and process it in Python?" "How do I filter Morningstar ETF data by category using this actor?" "Can you write a Make scenario that runs this scraper daily and sends results to Google Sheets?"

❓ Frequently Asked Questions

❓ Do I need a Morningstar account? No. This actor scrapes publicly available data from Morningstar.com - no login, subscription, or API key required.

❓ How many funds can I scrape? Free users get a 10-item preview. Paid users can collect 800+ records per run covering all major Morningstar US fund screener sections.

❓ Is ETF data included? Yes. Set universeId to ETUSA to scrape US ETF data instead of mutual funds.

❓ Why is returnYtd always null? Year-to-date return is not available in Morningstar's public screener pages. Only 1-year, 3-year, and 5-year returns are included.

❓ How fresh is the data? Data is scraped live from Morningstar.com on every run. Returns and ratings reflect Morningstar's latest published values (typically updated monthly).

❓ What does starRating mean? Morningstar's proprietary 1-5 star rating system based on risk-adjusted past performance relative to category peers. 5 stars = top 10%.

❓ What does expenseRatio mean? The annual fee charged by the fund as a percentage of assets (e.g., 0.03 = 0.03%). Lower is generally better for passive/index funds.

❓ What does netAssets represent? Total net assets of the fund in billions USD (e.g., 1.53 = $1.53 billion). Larger funds often have lower expense ratios due to economies of scale.

❓ Can I filter by category? Yes. Pass any Morningstar category name in the category field (e.g., "Large Blend", "Short-Term Bond"). Partial matching is supported.

❓ How do I use this data in Excel? After running, click Export in the Apify dataset view and select Excel. All fields are mapped to columns automatically.

❓ Is this scraper maintained? Yes - ParseForge monitors actors regularly and updates them when Morningstar changes their page structure.

❓ Can I run this on a schedule? Yes. Use Apify's built-in scheduling feature to run this actor daily, weekly, or on any cron schedule.

🔌 Integrate with any app

This actor works natively with Make, Zapier, Slack, Airtable, Google Sheets, Notion, Monday.com, HubSpot, Salesforce, Power BI, Tableau, Python (via Apify API), R, JavaScript, and any tool that accepts webhooks or REST API calls.

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💡 Pro Tip: browse the complete ParseForge collection for 100+ public dataset scrapers covering finance, healthcare, real estate, and more.

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This actor scrapes publicly available data from Morningstar.com. It is not affiliated with, endorsed by, or sponsored by Morningstar, Inc. All trademarks belong to their respective owners. Use responsibly and in accordance with Morningstar's terms of service.