# Morningstar Fund & ETF Scraper | Ratings, Fees | from $2/1K (`parsing_machine/morningstar-fund-screener`) Actor

Scrape mutual fund and ETF data from Morningstar by ticker: category, star rating, expense ratio, NAV, daily NAV change, distribution yield, turnover, fund size, manager tenure, style box, and fund company. No API key or subscription required. Pay per result.

- **URL**: https://apify.com/parsing\_machine/morningstar-fund-screener.md
- **Developed by:** [Iakov Iudin](https://apify.com/parsing_machine) (community)
- **Categories:** Business
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per usage

This Actor is paid per platform usage. The Actor is free to use, and you only pay for the Apify platform usage, which gets cheaper the higher subscription plan you have.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-usage

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

For portfolio trackers, fund-comparison tools, and AI agents that need structured mutual fund and ETF data — without a Morningstar Premium subscription.

**No API key required.** No Morningstar account. Pay per fund record (Pay Per Event). Every record includes `parseConfidence` (0.0–1.0) and `warnings`.

Scrape **mutual fund and ETF data** from Morningstar by ticker symbol — category, star rating, expense ratios, fund size, NAV, distribution yield, turnover, manager tenure, style box, and fund company, all in one call. No login, no proxy setup (Apify Residential proxy is wired in by default). **Pay per result.**

***

### What data you get

One record per ticker with:

- `fundName`, `category`, `broadCategoryGroup`, `styleBox`
- `starRating` — Morningstar's 1–5 star rating
- `expenseRatio` (adjusted), `netExpenseRatio`
- `netAssetsUsd` — fund size in raw USD (not rounded to billions)
- `nav`, `navChangePct` — latest net asset value + most recent daily change
- `distributionYield`, `turnoverRatio`, `minimumInvestment`
- `investmentStatus` (Open/Closed), `shareClassType`
- `longestManagerTenureYears`
- `amcName` — the fund's asset management company
- `morningstarUrl` — canonical fund page

All records include `parseConfidence` and `warnings`.

#### Known gap — trailing & YTD returns

`return1Year`, `return3Year`, `return5Year`, and `returnYtd` are declared in the
schema but always ship as `null` with a `"returns_subscription_locked"` warning.
Morningstar puts trailing and year-to-date performance figures behind a paid
subscription on every public surface we tested (the public search API, the
fund page's own embedded data, and the legacy quote/performance APIs, tried
both keyless and with a page-issued auth token). If you need those figures,
Morningstar Premium is currently the only reliable source. Everything else in
this actor comes from Morningstar's genuinely free public pages.

***

### How to use

#### Look up a handful of funds

```json
{
  "tickers": ["WFILX", "VTSAX", "FXAIX"]
}
```

#### Screen a larger watchlist

```json
{
  "tickers": ["SPY", "QQQ", "VTI", "SWPPX", "FSKAX", "SCHB"],
  "maxItems": 50
}
```

***

### Input parameters

| Field | Type | Default | Description |
|---|---|---|---|
| `tickers` | string\[] | required | Fund/ETF ticker symbols, e.g. `["WFILX", "VTSAX", "SPY"]` |
| `proxyConfiguration` | object | RESIDENTIAL | Apify proxy used to reach Morningstar |
| `maxItems` | integer | 100 | Cap on tickers processed (0 = no limit) |

***

### Output schema

| Field | Type |
|---|---|
| `ticker` | string |
| `fundName` | string |
| `category` | string |
| `broadCategoryGroup` | string |
| `starRating` | integer (1–5) |
| `expenseRatio` / `netExpenseRatio` | float % |
| `netAssetsUsd` | float |
| `nav` / `navChangePct` | float |
| `distributionYield` | float % |
| `turnoverRatio` | float % |
| `minimumInvestment` | float |
| `investmentStatus` | string |
| `shareClassType` | string |
| `styleBox` | string |
| `longestManagerTenureYears` | float |
| `amcName` | string |
| `morningstarUrl` | string |
| `return1Year` / `return3Year` / `return5Year` / `returnYtd` | float (always null — see Known gap) |
| `scrapedAt` | string |
| `parseConfidence` | float |
| `warnings` | array |

***

### Sample record

```json
{
  "ticker": "FXAIX",
  "fundName": "Fidelity 500 Index Fund",
  "category": "Large Blend",
  "broadCategoryGroup": "Equity",
  "starRating": 4,
  "expenseRatio": 0.015,
  "netExpenseRatio": 0.01,
  "netAssetsUsd": 827509261845.0,
  "nav": 258.7,
  "navChangePct": -0.18905,
  "distributionYield": 1.04085,
  "turnoverRatio": 3.0,
  "minimumInvestment": 0.0,
  "investmentStatus": "Open",
  "shareClassType": "No Load",
  "styleBox": "Large Blend",
  "longestManagerTenureYears": 17.47,
  "amcName": "Fidelity",
  "morningstarUrl": "https://www.morningstar.com/funds/xnas/fxaix/quote",
  "return1Year": null,
  "return3Year": null,
  "return5Year": null,
  "returnYtd": null,
  "scrapedAt": "2026-07-21T05:47:50Z",
  "parseConfidence": 0.8,
  "warnings": ["returns_subscription_locked"]
}
```

***

### Use with AI agents (MCP)

This actor is callable as a **tool by AI agents** (Claude Desktop, Cursor, VS Code, n8n, LangGraph, CrewAI, or any MCP-compatible client) via Apify's hosted Model Context Protocol server — e.g. "what's the expense ratio and star rating on VTSAX?".

```json
{
  "mcpServers": {
    "apify": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.apify.com/?tools=bovi/morningstar-fund-screener",
        "--header",
        "Authorization: Bearer <YOUR_APIFY_TOKEN>"
      ]
    }
  }
}
```

***

### FAQ

**Does it need a Morningstar account or subscription?**
No. Every field this actor returns comes from Morningstar's public pages. Trailing/YTD returns are the one thing Morningstar keeps behind Premium — see "Known gap" above.

**Why is `navChangePct` sometimes null?**
It reflects Morningstar's most recent NAV update; it isn't always populated for every fund at every point in the trading day.

**Is `netAssetsUsd` in dollars or billions?**
Raw USD (e.g. `1521430094` = $1.52B) — no rounding, so you can do your own math without a unit-conversion step.

### Legal

Not affiliated with Morningstar, Inc. This actor uses publicly accessible pages. Use responsibly.

# Actor input Schema

## `tickers` (type: `array`):

Ticker symbols to look up on Morningstar, e.g. WFILX, VTSAX, FXAIX, SPY. Works for US mutual funds and ETFs.

## `proxyConfiguration` (type: `object`):

Apify proxy used to reach Morningstar. Residential is the reliable default; the run is billed to your account.

## `maxItems` (type: `integer`):

Maximum number of funds to return (caps the ticker list). 0 = no limit. Default 100.

## Actor input object example

```json
{
  "tickers": [
    "WFILX",
    "VTSAX",
    "FXAIX"
  ],
  "proxyConfiguration": {
    "useApifyProxy": true,
    "apifyProxyGroups": [
      "RESIDENTIAL"
    ]
  },
  "maxItems": 100
}
```

# Actor output Schema

## `results` (type: `string`):

Dataset containing Morningstar fund records (ticker, fundName, category, starRating, expenseRatio, netAssetsUsd, nav, navChangePct, distributionYield, amcName, morningstarUrl, parseConfidence).

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "tickers": [
        "WFILX",
        "VTSAX",
        "FXAIX"
    ],
    "proxyConfiguration": {
        "useApifyProxy": true,
        "apifyProxyGroups": [
            "RESIDENTIAL"
        ]
    },
    "maxItems": 100
};

// Run the Actor and wait for it to finish
const run = await client.actor("parsing_machine/morningstar-fund-screener").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "tickers": [
        "WFILX",
        "VTSAX",
        "FXAIX",
    ],
    "proxyConfiguration": {
        "useApifyProxy": True,
        "apifyProxyGroups": ["RESIDENTIAL"],
    },
    "maxItems": 100,
}

# Run the Actor and wait for it to finish
run = client.actor("parsing_machine/morningstar-fund-screener").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "tickers": [
    "WFILX",
    "VTSAX",
    "FXAIX"
  ],
  "proxyConfiguration": {
    "useApifyProxy": true,
    "apifyProxyGroups": [
      "RESIDENTIAL"
    ]
  },
  "maxItems": 100
}' |
apify call parsing_machine/morningstar-fund-screener --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,parsing_machine/morningstar-fund-screener"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/nJZfaU8YoqUgTDqvX/builds/fyiAmcfHA8ZLnz4v7/openapi.json