# Morningstar Fund & ETF Scraper | Ratings, Fees | from $2/1K (`s7_studio/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/s7\_studio/morningstar-fund-screener.md
- **Developed by:** [S7 Studio](https://apify.com/s7_studio) (community)
- **Categories:** Business
- **Stats:** 2 total users, 1 monthly users, 50.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $7.20 / 1,000 morningstar fund & etf scraper | ratings, fees | from $2/1ks

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

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

## What's an Apify Actor?

Actors are web data automations that power AI and operations. They run on the Apify platform to scrape websites, process data, connect APIs, and automate workflows.
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.
Actors are written with capital "A".

## 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.
The best way to integrate Actors is as follows.

- **AI agents and MCP clients** — the [Apify MCP server](https://docs.apify.com/integrations/mcp.md) at `https://mcp.apify.com` (remote, streamable HTTP, OAuth on first use).
- **Agentic workflows and local Actor development** — [Agent Skills](https://apify.com/.well-known/agent-skills/index.json) with the [Apify CLI](https://docs.apify.com/cli/docs.md): `npm install -g apify-cli`, then `apify login`.
- **JavaScript/TypeScript projects** — the official [JS/TS client](https://docs.apify.com/api/client/js/docs.md): `npm install apify-client`.
- **Python projects** — the official [Python client](https://docs.apify.com/api/client/python/docs.md): `pip install apify-client`.
- **Any other language** — the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).

# 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("s7_studio/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("s7_studio/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 s7_studio/morningstar-fund-screener --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,s7_studio/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/48rH92RKXaOde7Rgh/builds/HNL0Mly1vQfvOQGqI/openapi.json