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Morningstar Global Equity Classification & Reference Data

Morningstar’s Global Equity Classification Structure features a new sector structure that divides the stock universe into three major economic spheres or Super Sectors, Cyclical, Defensive and Sensitive. Within each of these Super Sectors, three groups for Defensive and four groups for Cyclical and Sensitive are defined for a total of 11 sectors. Industry groups and specific industries within each sector permit further analysis. The result is a unified system that is applicable to stocks, funds and portfolios. It allows investors to quickly evaluate the similarities and differences of funds and portfolios by comparing exposure to the three Super Sectors, but also permits further examination of holdings at a very granular level.

The platform structure is a single, unified scheme with the Morningstar equities universe forming its base. These equities are mapped into their appropriate industries and the industries themselves are mapped into industry groups. These industry groups are then rolled into sectors and finally the sectors are consolidated into Super Sectors.

Key Features and Coverage on RIMES

For this data source, RIMES hosts approximately 130,000 companies.

Some of the data items available include the following:

  • Ticker, Description, Legal name, Country code, Market identifier code, Currency, Isin, Sedol, Sector type, Share description, etc.

Morningstar Indexes Full List

Morningstar Indexes Website

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