Morningstar Fund & ETF Scraper | Ratings, Fees | from $2/1K

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.

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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.

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How to use

Look up a handful of funds

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

Screen a larger watchlist

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

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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)

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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

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Sample record

{
  "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"]
}

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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?".

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

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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.