The following alert types can be set at the security level:
Morningstar Category Change Indicates that the Morningstar Category of a security has changed.
Morningstar Equity Style Box Change Indicates that the Morningstar Equity Style Box of a security has changed.
Morningstar Fair Value Estimate Change Indicates that there has been a change (up or down) in the Morningstar Fair Value Estimate of a security.
Morningstar Fixed-Income Style Box Change Indicates that the Morningstar Fixed-Income Style Box of a security has changed.
Morningstar Rating Change Indicates that there has been a change (up or down) in the Morningstar Rating of a security.
Morningstar Stewardship Grade Change Indicates that there has been a change (up or down) in the Morningstar Stewardship Grade of a security.
Morningstar New Analyst Report Available Indicates that there is a new or updated analyst report available for a fund or stock.
Average Credit Quality Change Indicates that the Average Credit Quality of a security has changed.
Expense Ratio Threshold Crossed Indicates that a security's expense ratio has become greater than, less than or equal to a selected value.
Fund Manager Change Indicates that there has been a manager change for a fund held by a client or in an account.
Fund Open/Close Indicates that a fund has become closed or opened to new investments.
Fund Portfolio Data Updated Indicates that Morningstar is posting a new listing of underlying holdings and allocations of a fund.
Name Change Indicates a security name change.
Price % Movement Threshold Crossed Indicates the price of a security has changed by a certain percentage.
Price Threshold Crossed Indicates that a security's price has become greater than, less than or equal to a selected value.
Purchase Constraint Change Indicates that there has been a change in the purchase constraint of a security.
Split Indicates that a stock has experienced a stock split, updated daily.
Standard Deviation Threshold Crossed Indicates that a security's standard deviation has become greater than, less than or equal to a selected value.