Security Alerts Definitions

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.

 

Creating a security alert