openapi: 3.0.1 info: version: 1.0.0 title: Authorization Tokens Accounts Aggregates Financials API description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.

To request a token, click Authorize and enter the following credentials: * Username - Your Client ID. * Password - Your Client Secret.' servers: - url: https://www.us-api.morningstar.com/token description: PROD US - url: https://www.emea-api.morningstar.com/token description: PROD EMEA - url: https://www.apac-api.morningstar.com/token description: PROD APAC security: - BasicAuth: [] tags: - name: Aggregates Financials paths: /direct-web-services/v1/investments/{id}/equity-aggregates-financials: get: summary: Get Aggregates Financials view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: "\nThe Aggregates – Financials package provides financial statement and ratios aggregated by industry classification, using Morningstar’s Morningstar Global Equity Classification Structure to give industry-wide averages on a country-by-country basis to use to benchmark a company’s financial performance relative to other companies in that industry, industry group, or sector.\n\nThe package contains the following datasets:\n\n * Industry Aggregates - Dividend Yields\n\n * Industry Aggregates - Operation Ratios\n\n * Industry Aggregates - Enterprise Value Ratios\n\n * Industry Aggregates - Financial Statements\n\n * Industry Aggregates - Price Multiples\n\n * Industry Aggregates - Price Yields\n\nMost recent and time series data supported." operationId: getEquityAggregatesFinancialsPackage tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityAggregatesFinancials' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 /direct-web-services/v1/investments/{id}/equity-industry-aggregates-dividend-yields: get: summary: Get Industry Aggregates Dividend Yields view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: Most recent and time series data supported. operationId: getEquityIndustryAggregatesDividendYieldsDataset tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityIndustryAggregatesDividendYields' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 /direct-web-services/v1/investments/{id}/equity-industry-aggregates-enterprise-value-ratios: get: summary: Get Industry Aggregates Enterprise Value Ratios view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: Most recent and time series data supported. operationId: getEquityIndustryAggregatesEnterpriseValueRatiosDataset tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityIndustryAggregatesEnterpriseValueRatios' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 /direct-web-services/v1/investments/{id}/equity-industry-aggregates-financial-statements: get: summary: Get Industry Aggregates Financial Statements view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: Most recent and time series data supported. operationId: getEquityIndustryAggregatesFinancialStatementsDataset tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityIndustryAggregatesFinancialStatements' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 /direct-web-services/v1/investments/{id}/equity-industry-aggregates-operation-ratios: get: summary: Get Industry Aggregates Operation Ratios view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: Most recent and time series data supported. operationId: getEquityIndustryAggregatesOperationRatiosDataset tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityIndustryAggregatesOperationRatios' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-multiples: get: summary: Get Industry Aggregates Price Multiples view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: Most recent and time series data supported. operationId: getEquityIndustryAggregatesPriceMultiplesDataset tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityIndustryAggregatesPriceMultiples' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-yields: get: summary: Get Industry Aggregates Price Yields view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid - industryCode type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string - name: countryId in: query description: Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. The availability of data depends on the specific data points and investments queried schema: type: string examples: countryIdExample1: summary: CAN (Canada) value: CAN countryIdExample2: summary: JPN (Japan) value: JPN description: Most recent and time series data supported. operationId: getEquityIndustryAggregatesPriceYieldsDataset tags: - Aggregates Financials responses: '200': $ref: '#/components/responses/ResponseEquityIndustryAggregatesPriceYields' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 936 components: schemas: OutputAggregationLeverage: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true debtToAssetsRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true debtToAssetsRatioValue: type: number description: 'The aggregated value of Debt to Assets Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Debt to Assets Ratio: This ratio represents the value of a company''s total debt relative to its total assets. This can be used as a leverage ratio to measure a company''s financial risk. This is calculated using Total Debt divided by Total Asset.' format: double nullable: true debtToEquityRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true debtToEquityRatioValue: type: number description: 'The aggregated value of Debt to Equity Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Debt to Equity Ratio: This ratio represents the value of a company''s long term debt relative to its total equity. This can be used as a leverage ratio to measure a company''s financial risk. This is calculated using Long-term debt and Capital Lease Obiligation; divided by Total Equity.' format: double nullable: true equityMultiplierRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true equityMultiplierRatioValue: type: number description: 'The aggregated value of Equity Multiplier Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Equity Multiplier Ratio: This ratio represents the value of a company''s total assets relative to its total equity. This can be used to measure a company''s financial leverage and is often referred to as the Financial Leverage Ratio. This is calculated using Total Assets divided by Total Equity.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true totalDebtToEquityRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalDebtToEquityRatioValue: type: number description: 'The aggregated value of Total Debt to Equity Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Debt to Equity Ratio: This ratio represents the value of a company''s total debt relative to its total equity. This can be used to measure the company''s financial leverage. This is calculated using Total Debt divided by Total Equity.' format: double nullable: true totalDebtToInvestedCapitalRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalDebtToInvestedCapitalRatioValue: type: number description: 'The aggregated value of Total Debt to Invested Capital Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Debt to Invested Capital Ratio: This ratio represents the value of a company''s total debt relative to its invested capital. This can be used to measure the company''s financial leverage. This is calculated using Total Debt divided by Invested Capital.' format: double nullable: true additionalProperties: false title: OutputAggregationLeverage OutputAggregationPriceMultiples: type: object properties: asOfDate: type: string description: The calendar date of the industry aggregated value nullable: true capeRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true capeRatioValue: type: number description: 'The aggregated value of CAPE Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. CAPE Ratio: The Cyclically-Adjusted-Price-to-Earnings Ratio measures the value of the company using real earnings per share (EPS) over a 10-year period to smooth out fluctuations in corporate profits that occur over different periods of a business cycle. This is calculated using Stock Price divided by the average of the company''s earnings for the last ten years; adjusted for inflation.' format: double nullable: true normalizedPriceEarningsToGrowthRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedPriceEarningsToGrowthRatioValue: type: number description: 'The aggregated value of Normalized PEG Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized PEG Ratio: This calculation represents the Normalized Price to Earnings ratio divided by the normalized earnings growth rate. This can be used to determine the fair value of the stock price; while accounting for the company''s earnings growth. This can be calculated using Normalized Price to Earnings / (Normalized Diluted EPS 5Y Growth*100).' format: double nullable: true normalizedPriceToEarningsRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedPriceToEarningsRatioValue: type: number description: 'The aggregated value of Normalized Price to Earnings Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Price to Earnings Ratio: This ratio represents the value of a company''s stock price relative to its normalized earnings per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Normalized EPS (TTM).' format: double nullable: true normalizedPriceToEbitdaRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedPriceToEbitdaRatioValue: type: number description: 'The aggregated value of Normalized Price To EBITDA Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Price To EBITDA Ratio: This ratio represents the value of a company''s stock price relative to its normalized EBITDA per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by normalized EBITDA per share (TTM).' format: double nullable: true normalizedPriceToEbitdarRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedPriceToEbitdarRatioValue: type: number description: 'The aggregated value of Normalized Price to EBITDAR Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Price to EBITDAR Ratio: This ratio represents the value of a company''s stock price relative to its Normalized EBITDAR per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Normalized EBITDAR (TTM) per share.' format: double nullable: true normalizedPriceToEbitRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedPriceToEbitRatioValue: type: number description: 'The aggregated value of Normalized Price to EBIT Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Price to EBIT Ratio: This ratio represents the value of a company''s stock price relative to its normalized EBIT per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by normalized EBIT per share (TTM).' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true priceEarningsToGrowthRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceEarningsToGrowthRatioValue: type: number description: 'The aggregated value of Price/Earnings to Growth Ratio (PEG); is derived using all eligible companies who are constituents in the specified Morningstar Index. Price/Earnings to Growth Ratio (PEG): This calculation represents the Price to Earnings ratio divided by the earnings growth rate. This can be used to determine the fair value of the stock price; while accounting for the company''s earnings growth. This is calculated using Price to Earnings / (Earnings Per Share Used for Calculations 5Y TTM Growth*100).' format: double nullable: true priceToBookRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToBookRatioValue: type: number description: 'The aggregated value of Price To Book Ratio (PB); is derived using all eligible companies who are constituents in the specified Morningstar Index. Price To Book Ratio (PB): This ratio represents the value of a company''s stock price relative to its common equity book value. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Common Equity Book Value.' format: double nullable: true priceToCashFlowRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToCashFlowRatioValue: type: number description: 'The aggregated value of Price To Cash Flow Ratio (PCF); is derived using all eligible companies who are constituents in the specified Morningstar Index. Price To Cash Flow Ratio (PCF): This ratio represents the value of a company''s stock price relative to its operating cash flow. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Cash Flow from Operating Activities before changes in Net Working Capital.' format: double nullable: true priceToCashRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToCashRatioValue: type: number description: 'The aggregated value of Price to Cash Ratio (PC); is derived using all eligible companies who are constituents in the specified Morningstar Index. Price to Cash Ratio (PC): This ratio represents the value of a company''s stock price relative to its cash and cash equivalents. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Cash; Cash Equivalents and Short Term Investments.' format: double nullable: true priceToEarningsRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToEarningsRatioValue: type: number description: 'The aggregated value of Price To Earnings Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Price To Earnings Ratio: This ratio represents the value of a company''s stock price relative to its earnings per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Earnings Per Share (TTM).' format: double nullable: true priceToEbitdaRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToEbitdaRatioValue: type: number description: 'The aggregated value of Price to EBITDA Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Price to EBITDA Ratio: This ratio represents the value of a company''s stock price relative to its EBITDA per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by EBITDA per share (TTM).' format: double nullable: true priceToEbitdarRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToEbitdarRatioValue: type: number description: 'The aggregated value of Price to EBITDAR Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Price to EBITDAR Ratio: This ratio represents the value of a company''s stock price relative to its EBITDAR per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by EBITDAR per share (TTM).' format: double nullable: true priceToEbitRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToEbitRatioValue: type: number description: 'The aggregated value of Price to EBIT Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Price to EBIT Ratio: This ratio represents the value of a company''s stock price relative to its EBIT per share. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by EBIT per share (TTM).' format: double nullable: true priceToFreeCashFlowRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToFreeCashFlowRatioValue: type: number description: 'The aggregated value of Price to FCF Ratio (PFCF); is derived using all eligible companies who are constituents in the specified Morningstar Index. Price to FCF Ratio (PFCF): This ratio represents the value of a company''s stock price relative to its free cash flow. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Free Cash Flow (TTM).' format: double nullable: true priceToSalesRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToSalesRatioValue: type: number description: 'The aggregated value of Price To Sales Ratio (PS); is derived using all eligible companies who are constituents in the specified Morningstar Index. Price To Sales Ratio (PS): This ratio represents the value of a company''s stock price relative to its total revenue. This can be used to determine the fair value the stock price. This is calculated using Stock Price divided by Total Revenue (TTM).' format: double nullable: true priceToTangibleBookValueRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true priceToTangibleBookValueRatioValue: type: number description: Total Outstanding Amount Of Senior Secured Bonds And Notes format: double nullable: true additionalProperties: false title: OutputAggregationPriceMultiples OutputAggregationPriceYields: type: object properties: asOfDate: type: string description: The calendar date of the industry aggregated value nullable: true bookValueYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true bookValueYieldValue: type: number description: 'The aggregagated value of Book Value Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Book Value Yield: This ratio represents the value of a company''s common equity book value per share relative to its stock price. This can be used to determine the fair value of a stock. This is calculated using Common Equity Book Value Per Share divided by Stock Price.' format: double nullable: true buybackYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true buybackYieldValue: type: number description: 'The aggregated value of Buyback Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Buyback Yield: This ratio represents the value of common stock a company has repurchased relative to its market cap. This ratio can be used as a sign that the company believes its stock is undervalued and also as a method of payingout to shareholders. This is calculated by using Issuance of/Payments for Common Stock divided by Market Cap' format: double nullable: true cashFlowYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowYieldValue: type: number description: 'The aggregated value of Cash Flow Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow Yield: This ratio represents the value of a company''s cash flow from operating activities relative to its stock price. This can be used to determine the fair value of the stock price especially when the company has large non-cash charges. This is calculated using Cash Flow from Operating Activities (TTM) / Stock Price.' format: double nullable: true earningsYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true earningsYieldValue: type: number description: 'The aggregated value of Earnings Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Earnings Yield: This ratio represents the value of a stock''s EPS relative to its price. This can be used to measure the earnings produced by each dollar invested in the stock. This is calculated using Earnings Per Share (TTM) divided by Stock Price.' format: double nullable: true forwardEarningsYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true forwardEarningsYieldValue: type: number description: 'The aggregated value of Forward Earnings Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Forward Earnings Yield: This ratio represents the value of a company''s estimated EPS relative to its stock price. This can be used to measure the future earnings expected to be produced by each dollar invested in the stock. This is calculated using Consensus Estimated EPS divided by Stock Price.' format: double nullable: true freeCashFlowYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true freeCashFlowYieldValue: type: number description: 'The aggregated value of FCF Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. FCF Yield: This ratio represents the value of a company''s free cash flow per share relative to its stock price. This can be used to measure the return (free cash flow) on each share of the company. This is calculated using Free Cash Flow Per Share (TTM) divided by Stock Price.' format: double nullable: true normalizedEarningsYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEarningsYieldValue: type: number description: 'The aggregated value of Normalized Earnings Yield ; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Earnings Yield : This ratio represents the value of a company''s normalized earnings per share relative to its stock price. This can be used to determine the fair value of stock. This is calcualted using Normalized Bssic EPS divided by Stock Price.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true salesYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true salesYieldValue: type: number description: 'The aggregated value of Sales Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Sales Yield: This ratio represents the value of a company''s total revenue per share relative to its stock price. This can be used to measure the fair value of the stock price. This is calculated using Total Revenue (TTM) per share divided by Stock Price.' format: double nullable: true totalYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalYieldValue: type: number description: 'The aggregated value of Total Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Yield: This calculation represents the summation of trailing dividend and buyback yield. This can be used to measure the rate of return on the company''s stock. This is calculated using Trailing Dividend Yield + Buyback Yield.' format: double nullable: true additionalProperties: false title: OutputAggregationPriceYields OutputAggregationMargins: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true ebitdaMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true ebitdaMarginValue: type: number description: 'The aggregated value of EBITDA Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. EBITDA Margin: This ratio represents the value of a company''s EBITDA relative to its total revenue. This can be used to measure a company''s profitability. This is calculated using EBITDA divided by Total Revenue.' format: double nullable: true ebitMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true ebitMarginValue: type: number description: 'The aggregated value of EBIT Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. EBIT Margin: This ratio represents the value of a company''s EBIT relative to its total revenue. This can be used to measure a company''s profitability. This is calculated using Earnings Before Interest and Tax divided by Total Revenue.' format: double nullable: true ebtMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true ebtMarginValue: type: number description: 'The aggregated value of Earnings Before Tax Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Earnings Before Tax Margin: This ratio represents the value of a company''s pretax income relative to its total revenue. This can be used to measure a company''s profitability. This is calculated using Pretax Income divided by Total Revenue.' format: double nullable: true grossMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true grossMarginValue: type: number description: 'The aggregated value of Gross Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Gross Margin: This ratio represents the value a company''s gross profit relative to its total revenue. This can be used to measure a company''s profitability. This is caldulated using Gross Profit divided by Total Revenue.' format: double nullable: true netProfitMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netProfitMarginValue: type: number description: 'The aggregated value of Net Profit Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Profit Margin: This calculation represents the value of a company''s net income relative to its total revenue. This can be used to measure a company''s profitability. This is calculated using Net Income from Continuing Operations divided by Total Revenue.' format: double nullable: true normalizedEbitdaMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEbitdaMarginValue: type: number description: 'The aggregated value of Normalized EBITDA Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized EBITDA Margin: This ratio represents the value of a company''s normalized EBITDA relative to its total revenue. This can be used to fairly measue a company''s profitability. This is calculated using Normalized EBITDA divided by Total Revenue.' format: double nullable: true normalizedEbitdarMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEbitdarMarginValue: type: number description: 'The aggregated value of Normalized EBITDAR Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized EBITDAR Margin: This ratio represents the value of a company''s normalized EBITDAR relative to its total revenue. This can be used to fairly measue a company''s profitability. This is calculated using Normalized EBITDAR divided by Total Revenue.' format: double nullable: true normalizedEbitMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEbitMarginValue: type: number description: 'The aggregated value of Normalized EBIT Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized EBIT Margin: This ratio represents the value of a company''s normalized EBIT relative to its total revenue. This can be used to fairly measue a company''s profitability. This is calculated using Normalized EBIT divided by Total Revenue.' format: double nullable: true normalizedNetProfitMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedNetProfitMarginValue: type: number description: 'The aggregated value of Normalized Net Profit Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Net Profit Margin: This ratio represents the value of a company''s normalized income relative to its total revenue. This can be used to fairly measure a company''s profitability. This is calculated using Normalized Income divided by Total Revenue.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true operatingMarginNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true operatingMarginValue: type: number description: 'The aggregated value of Operating Margin; is derived using all eligible companies who are constituents in the specified Morningstar Index. Operating Margin: This ratio represents the value of a company''s operating profit/loss relative to its total revenue. This can be used to measure the profitability of a company''s core operations. This is calculated using Total Operating Profit/Loss divided by Total Revenue.' format: double nullable: true additionalProperties: false title: OutputAggregationMargins OutputAggregationDailyDividendMetrics: type: object properties: asOfDate: type: string description: The calendar date of the industry aggregated value nullable: true forwardDividendYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true forwardDividendYieldValue: type: number description: 'The aggregated value of Forward Dividend Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Forward Dividend Yield: This ratio represents the value of a company''s estimated dividend relative to its stock price. This can be used to measure the amount a company is expected to pay out versus retaining for future growth. This is calculated using Forward Dividend divided by Stock Price.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true trailingDividendYieldNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true trailingDividendYieldValue: type: number description: 'The aggregated value of Trailing Dividend Yield; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trailing Dividend Yield: This ratio represents the value of the company''s trailing dividend relative to its stock price. This can be used to measure the rate of return on the company''s stock. This is calculated using Trailing Dividend divided by Stock Price.' format: double nullable: true additionalProperties: false title: OutputAggregationDailyDividendMetrics OutputIdentifiers: type: object properties: performanceId: type: string nullable: true securityId: type: string nullable: true cusip: type: string nullable: true isin: type: string nullable: true sedol: type: string nullable: true tradingSymbol: type: string nullable: true fundCode: type: string nullable: true msid: type: string nullable: true ticker: type: string nullable: true additionalProperties: false title: OutputIdentifiers OutputErrorDetails: type: object properties: statusCode: type: integer description: Status Code format: int32 errorCode: type: string description: Custom error code nullable: true message: type: string description: Message nullable: true requestId: type: string description: RequestId nullable: true additionalProperties: false description: Error details title: OutputErrorDetails OutputMetadataMessages: type: object properties: type: type: string nullable: true code: type: string nullable: true investments: type: array items: $ref: '#/components/schemas/OutputInvalidInvestments' nullable: true message: type: string nullable: true additionalProperties: false title: OutputMetadataMessages OutputAggregationMonthlyDividendMetrics: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true dividendPayoutRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true dividendPayoutRatioValue: type: number description: 'The aggregated value of Dividend Payout Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Dividend Payout Ratio: This ratio represents the value of the company''s dividend paid back to shareholders relative to its net income. This can be used to measure the amount a company is paying out versus retaining for future growth. This is calculated using Dividend Per Share divided by Earnings Per Share.' format: double nullable: true normalizedDividendPayoutRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedDividendPayoutRatioValue: type: number description: 'The aggregated value of Normalized Dividend Payout Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Dividend Payout Ratio: This ratio represents the value of the company''s dividend paid back to shareholders relative to its normalized net income. This can be used to measure the amount a company is paying back to shareholders versus retaining for future growth. This is calculated using Dividend Per Share divided by Normalized Earnings Per Share.' format: double nullable: true normalizedRetentionRateNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedRetentionRateValue: type: number description: 'The aggregated value of Normalized Retention Rate; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Retention Rate: This ratio represents the pecentage of normalized income that the company keeps as retained earnings rather than paying out as dividends. This can be used to indicate whether or not the company is a growth company. This is calculated using 1 minus the Dividend Payout Ratio.' format: double nullable: true numberOfCompanies: type: integer description: '' format: int32 nullable: true sustainableGrowthRateNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true sustainableGrowthRateValue: type: number description: 'The aggregated value of Sustainable Growth Rate; is derived using all eligible companies who are constituents in the specified Morningstar Index. Sustainable Growth Rate: This calculation measures the approximate rate at which a company could grow using internally generated cash; without issuing additional debt or equity. This can be used to measure the growth a company can fund from internally generated resources; without increasing debt levels or issuing equity. This is calculated by multiplying the company''s Retention Rate by its Return on Equity.' format: double nullable: true additionalProperties: false title: OutputAggregationMonthlyDividendMetrics OutputAggregationFinancialHealthRatios: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true capitalExpenditureToEbitdaRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true capitalExpenditureToEbitdaRatioValue: type: number description: 'The aggregated value of Capital Expenditure to EBITDA Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Capital Expenditure to EBITDA Ratio: This ratio represents the value of a company''s capital expenditure relative to its EBITDA. This can be used to measure the company''s ability to utilize its acquired capital to generate earnings. This is calculated using Capital Expenditure divided by EBITDA.' format: double nullable: true capitalExpenditureToSalesRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true capitalExpenditureToSalesRatioValue: type: number description: 'The aggregated value of Capital Expenditure to Sales Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Capital Expenditure to Sales Ratio: This ratio represents the value of a company''s capital expenditure relative to its sales. This can be used to measure the company''s ability to utilize its acquired capital to generate earnings. This is calculated using Capital Expenditure divided by Total Revenue.' format: double nullable: true cashFlowToDebtRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowToDebtRatioValue: type: number description: 'The aggregated value of Cash Flow to Debt Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow to Debt Ratio: This ratio represents the value of a company''s cash flow from operating activies relative to its total debt. This can be used to measure a company''s ability to use its cash to pay off debt. This is calculated using Cash Flow from Operating Activities (TTM) divided by Average Total Debt.' format: double nullable: true currentRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true currentRatioValue: type: number description: 'The aggregated value of Current Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Current Ratio: This ratio represents the value of a company''s current assets relative to its current liabilities. This can be used to measure the company''s ability to use its short term assets to pay off its short term liabilities. This is calculated using Total Current Assets divided by Total Current Liabilities.' format: double nullable: true daysInInventoryRatioNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true daysInInventoryRatioValue: type: number description: 'The aggregated value of Days In Inventory Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Days In Inventory Ratio: This ratio represents the time (in days) it takes a company to convert its average inventory level into revenue. This can be used to measure the company''s ability to manage its inventory efficiently. This is calculated using Days of Period (365 for TTM) divided by Inventory Turnover Ratio.' format: double nullable: true daysInPaymentRatioNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true daysInPaymentRatioValue: type: number description: 'The aggregated value of Days In Payment Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Days In Payment Ratio: This ratio represents the time (in days) it takes a company to pay off its creditors. This can be used to measure the company''s ability to pay off its obligations. This is calculated using Days of Period (365 for TTM) divided by Payable Turnover Ratio.' format: double nullable: true daysInSalesRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true daysInSalesRatioValue: type: number description: 'The aggregated value of Days In Sales Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Days In Sales Ratio: This ratio represents the time (in days) it takes a company to collect receivables on sales that have been made. This can be used to measure the company''s ability to manage their accounts receivable. This is calculated using Days of Period (365 for TTM) divided by Receivable Turnover Ratio.' format: double nullable: true debtToEbitdaRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true debtToEbitdaRatioValue: type: number description: 'The aggregated value of Debt to EBITDA Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Debt to EBITDA Ratio: This ratio represents the value of a company''s total debt relative to its EBITDA. This can be used to measure the company''s ability to pay off its debt. This is calculated using Average Total Debt divided by EBITDA (TTM).' format: double nullable: true ebitdaInterestCoverageNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true ebitdaInterestCoverageValue: type: number description: 'The aggregated value of EBITDA Interest Coverage; is derived using all eligible companies who are constituents in the specified Morningstar Index. EBITDA Interest Coverage: This ratio represents the value of a company''s EBITDA relative to its interest expense. This can be used to measure a company''s ability to use EBITDA to pay off its interest expense. This is calculated using EBITDA divided by Interest Expense.' format: double nullable: true freeCashFlowToDebtRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true freeCashFlowToDebtRatioValue: type: number description: 'The aggregated value of FCF to Debt Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. FCF to Debt Ratio: This ratio represents the value of a company''s free cash flow relative to its total debt. This can be used to measure a company''s ability to use its free cash to pay off its debt. This is calculated using the Free Cash Flow (TTM) divided by Average Total Debt.' format: double nullable: true interestCoverageNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true interestCoverageValue: type: number description: 'The aggregated value of Interest Coverage; is derived using all eligible companies who are constituents in the specified Morningstar Index. Interest Coverage: This ratio represents the value of a company''s earnings before interest and taxes (EBIT) relative to its interest expenses. This can be used to measure the number of times a company''s EBIT covers its interest expenses. This is calculated using EBIT divided by Interest Expense.' format: double nullable: true inventoryTurnoverRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true inventoryTurnoverRatioValue: type: number description: 'The aggregated value of Inventory Turnover Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Inventory Turnover Ratio: This ratio represents the value of a company''s cost of revenue relative to its average inventory. This can be used as an efficiency ratio measuring how many times inventory is sold and replaced during the TTM period. This is calculated using Cost of Revenue (TTM) divided by Average Inventories.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true payableTurnoverRatioNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true payableTurnoverRatioValue: type: number description: 'The aggregated value of Payable Turnover Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Payable Turnover Ratio: This ratio represents the value of a company''s cost of revenue relative to its trade payables. This can be used to measure a company''s short term liquidity; by measuring how fast the company is able to pay its creditors. This is calculated using Cost of Revenue (TTM) divided by Average Trade and Other Payables.' format: double nullable: true quickRatioNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true quickRatioValue: type: number description: 'The aggregated value of Quick Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Quick Ratio: This ratio represents the value of a company''s most liquid assets relative to its current liabilities. This can be used to measure a company''s liquidity. This is calculated using (Cash; Cash Equivalents; and Short Term Investments + Trade and Other Receivables; Current) / Total Current Liabilities.' format: double nullable: true receivableTurnoverRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true receivableTurnoverRatioValue: type: number description: 'The aggregated value of Receivable Turnover Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Receivable Turnover Ratio: This ratio represents the value of a company''s total revenue relative to its trade account receivables. This can be used to measure how many times; on average; a company is able to collect its receivables during a year. This is calculated using Total Revenue (TTM) divided by Average Trade Accounts Receivable.' format: double nullable: true additionalProperties: false title: OutputAggregationFinancialHealthRatios OutputAggregationEfficiencyRatios: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true assetTurnoverRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true assetTurnoverRatioValue: type: number description: 'The aggregated value of Asset Turnover Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Asset Turnover Ratio: This ratio represents the value of a company''s total revenue relative to the value of its assets. This can be used to measure a company''s ability to use its assets efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Total Assets.' format: double nullable: true cashConversionCycleNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashConversionCycleValue: type: number description: 'The aggregated value of Cash Conversion Cycle; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Conversion Cycle: This ratio represents the time it takes a company to convert its resources into cash. This ratio measures the amount of time that each dollar of the company is spent on the production and sale of goods before it is converted back into cash. This is calculated using Days in Sales + Days in Inventory - Days in Payment.' format: double nullable: true equityTurnoverRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true equityTurnoverRatioValue: type: number description: 'The aggregated value of Equity Turnover Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Equity Turnover Ratio: This ratio represents the value of a company''s total revenue relative to its average equity. This can be used to measure a company''s ability to use the equity efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Equity.' format: double nullable: true expenseRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true expenseRatioValue: type: number description: 'The aggregated value of Expense Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Expense Ratio: This ratio represents the total expenses an insurer faces as a result of underwriting a policy as a percentage of premiums earned. This can be used to measure the profitability of an insurance company. This is calculated using (Deferred Policy Acquisition Amortization Expense + Fees and Commission Expense + Other Underwriting Expenses + Selling; General and Administrative) / Net Premiums Earned' format: double nullable: true fixedAssetTurnoverRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true fixedAssetTurnoverRatioValue: type: number description: 'The aggregated value of Fixed Asset Turnover Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Fixed Asset Turnover Ratio: This ratio represents the value of a company''s total revenue relative to its fixed assets. This can be used to measure a company''s ability to use its fixed asset efficiently to generate revenue. This is calculated using Total Revenue (TTM) / (Average Net Property; Plant and Equipment/Net Mineral Property Interests and Exploration Assets).' format: double nullable: true lossRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true lossRatioValue: type: number description: 'The aggregated value of Loss Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. Loss Ratio: This ratio represents the losses an insurer faces as a result of paying out insurance claims as a percentage of premiums earned. This can be used to measure the profitability of an insurance company. This is calculated using Benefits; Claims and Loss Adjustment Expense; Net (TTM) divided by Net Premiums Earned.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true salesPerFullTimeEmployeeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true salesPerFullTimeEmployeeValue: type: number description: 'The aggregated value of Sales Per Full Time Employee; is derived using all eligible companies who are constituents in the specified Morningstar Index. Sales Per Full Time Employee: This calculation represents the amount of revenue generated by each full time employee. This can be used to measure a company''s productivity. This is calculated using Total Revenue (TTM) divided by Number of Full Time Employees.' format: double nullable: true additionalProperties: false title: OutputAggregationEfficiencyRatios OutputInvalidInvestments: type: object properties: id: type: string nullable: true idType: type: string nullable: true status: type: string nullable: true datapointId: type: array items: type: string nullable: true errorCode: type: string nullable: true performanceId: type: string description: Performance ID (if not passed in request). nullable: true companyId: type: string description: Company ID (if not passed in request). nullable: true baseCurrency: type: string description: Input base currency used to look up Investment identifier nullable: true domicile: type: string description: Input domicile used to look up Investment identifier. nullable: true exchangeCountry: type: string description: Input exchange country used to look up Investment identifier. nullable: true exchangeId: type: string description: Input exchange id used to look up Investment identifier. nullable: true additionalProperties: false title: OutputInvalidInvestments OutputAggregationEnterpriseValueCalculations: type: object properties: asOfDate: type: string description: The calendar date of the industry aggregated value nullable: true cashReturnNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true cashReturnValue: type: number description: 'The aggregated value of Cash Return; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Return: This ratio represents a company''s free cash flow relative to its enterprise value. This can be used to measure how efficiently a company is using both its debt and equity to generate free cash flow. This is calculated using Free Cash Flow to Firm (FCFF) divided by Enterprise Value.' format: double nullable: true currencyCode: type: string description: The standard set ISO 4217 that defines codes for currencies; as well as funds and minor currency units. nullable: true enterpriseValueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToAssetsRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToAssetsRatioValue: type: number description: Enterprise Value To Assets Ratio Value format: double nullable: true enterpriseValueToEbitdaRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToEbitdaRatioValue: type: number description: Enterprise Value To Ebitda Ratio Value format: double nullable: true enterpriseValueToEbitRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToEbitRatioValue: type: number description: Enterprise Value To Ebit Ratio Value format: double nullable: true enterpriseValueToFreeCashFlowRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToFreeCashFlowRatioValue: type: number description: Enterprise Value To Free Cash Flow Ratio Value format: double nullable: true enterpriseValueToPreTaxIncomeRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToPreTaxIncomeRatioValue: type: number description: Enterprise Value To Pre Tax Income Ratio Value format: double nullable: true enterpriseValueToRevenueRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true enterpriseValueToRevenueRatioValue: type: number description: Enterprise Value To Revenue Ratio Value format: double nullable: true enterpriseValueValue: type: number description: Enterprise Value Value format: double nullable: true normalizedEnterpriseValueToEbitdaRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedEnterpriseValueToEbitdaRatioValue: type: number description: Normalized Enterprise Value To Ebitda Ratio Value format: double nullable: true normalizedEnterpriseValueToEbitRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int32 nullable: true normalizedEnterpriseValueToEbitRatioValue: type: number description: Normalized Enterprise Value To Ebit Ratio Value format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true additionalProperties: false title: OutputAggregationEnterpriseValueCalculations CodeMappingString: type: object properties: value: type: string nullable: true code: type: string nullable: true additionalProperties: false title: CodeMappingString OutputMetadata: type: object properties: requestId: type: string nullable: true time: type: string format: date-time readOnly: true portfolioDate: type: string nullable: true portfolioCurrency: type: string nullable: true messages: type: array items: $ref: '#/components/schemas/OutputMetadataMessages' nullable: true additionalProperties: false title: OutputMetadata OutputAggregationFinancialStatementsSimpleSummation: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true advancesBorrowingsFromCentralBanksNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true advancesBorrowingsFromCentralBanksValue: type: number description: 'The aggregated value of Advances/Borrowings from Central Banks; is derived using all eligible companies who are constituents in the specified Morningstar Index. Advances/Borrowings from Central Banks: Borrowings from the Central Bank; which are primarily used to cover shortages in the required reserve balance or liquidity shortages.' format: double nullable: true bankAcceptancesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true bankAcceptancesValue: type: number description: 'The aggregated value of Bank Acceptances; is derived using all eligible companies who are constituents in the specified Morningstar Index. Bank Acceptances: Written promise for the bank to pay the holder a specific amount of money on a set date in the future.' format: double nullable: true capitalExpenditureCalculatedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true capitalExpenditureCalculatedValue: type: number description: 'The aggregated value of Capital Expenditure (Calc); is derived using all eligible companies who are constituents in the specified Morningstar Index. Capital Expenditure (Calc): This data point represents the calculated variant of Capital Expenditure; which includes all cash outflows made by a company to acquire or maintain fixed assets and intangibles. This is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures.' format: double nullable: true capitalStockNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true capitalStockValue: type: number description: 'The aggregated value of Capital Stock; is derived using all eligible companies who are constituents in the specified Morningstar Index. Capital Stock: Carrying value of stock issued and outstanding by the corporation; including common and preferred stock.' format: double nullable: true cashAndCashEquivalentsBeginningOfPeriodNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashAndCashEquivalentsBeginningOfPeriodValue: type: number description: 'The aggregated value of Cash and Cash Equivalents; Beginning of Period; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash and Cash Equivalents; Beginning of Period: Cash and cash equivalents balance at the beginning of the accounting period; as indicated on the Cash Flow statement.' format: double nullable: true cashAndCashEquivalentsEndOfPeriodNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashAndCashEquivalentsEndOfPeriodValue: type: number description: 'The aggregated value of Cash and Cash Equivalents; End of Period; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash and Cash Equivalents; End of Period: Cash and cash equivalents balance at the end of the accounting period; as indicated on the Cash Flow statement.' format: double nullable: true cashAndCashEquivalentsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashAndCashEquivalentsValue: type: number description: 'The aggregated value of Cash and Cash Equivalents; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash and Cash Equivalents: Total of all cash and cash equivalents.' format: double nullable: true cashCashEquivalentsAndShortTermInvestmentsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashCashEquivalentsAndShortTermInvestmentsValue: type: number description: 'The aggregated value of Cash; Cash Equivalents and Short Term Investments; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash; Cash Equivalents and Short Term Investments: Total of all cash; cash equivalents and short term investments.' format: double nullable: true cashFlowFromContinuingFinancingActivitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowFromContinuingFinancingActivitiesValue: type: number description: 'The aggregated value of Cash Flow from Continuing Financing Activities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow from Continuing Financing Activities: Cash generated by or used in financing activities of continuing operations.' format: double nullable: true cashFlowFromContinuingInvestingActivitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowFromContinuingInvestingActivitiesValue: type: number description: 'The aggregated value of Cash Flow from Continuing Investing Activities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow from Continuing Investing Activities: Cash generated by or used in investing activities of continuing operations.' format: double nullable: true cashFlowFromFinancingActivitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowFromFinancingActivitiesValue: type: number description: 'The aggregated value of Cash Flow from Financing Activities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow from Financing Activities: Aggregate change in cash position of the company resulting from its financing activities.' format: double nullable: true cashFlowFromInvestingActivitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowFromInvestingActivitiesValue: type: number description: 'The aggregated value of Cash Flow from Investing Activities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow from Investing Activities: Aggregate change in cash position of the company resulting from its long term or short term investments in the financial markets; operating subsidiaries; and purchase or sale of capital assets.' format: double nullable: true cashFlowFromOperatingActivitiesIndirectNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowFromOperatingActivitiesIndirectValue: type: number description: 'The aggregated value of Cash Flow from Operating Activities; Indirect; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow from Operating Activities; Indirect: Aggregate change in cash position of the company resulting from its operating activities (such as manufacturing and selling goods or providing a service) under the indirect method.' format: double nullable: true cashFlowFromOperationsCalculatedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowFromOperationsCalculatedValue: type: number description: 'The aggregated value of Cash Flow from Operations (Calc); is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flow from Operations (Calc): This data point represents the latest Cash Flow from Operating Activities (TTM) before changes in Working Capital. This is calculated using Net Cash Flow from Operating Activities - Changes in Net Working Capital.' format: double nullable: true cashFlowsFromUsedInOperatingActivitiesDirectNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashFlowsFromUsedInOperatingActivitiesDirectValue: type: number description: 'The aggregated value of Cash Flows from/Used in Operating Activities; Direct; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Flows from/Used in Operating Activities; Direct: Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method.' format: double nullable: true cashPaymentsFromOperatingActivitiesDirectNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashPaymentsFromOperatingActivitiesDirectValue: type: number description: 'The aggregated value of Cash Payments from Operating Activities; Direct; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Payments from Operating Activities; Direct: Cash outflow from operating activities of continuing operations.' format: double nullable: true cashReceiptsFromOperatingActivitiesDirectNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true cashReceiptsFromOperatingActivitiesDirectValue: type: number description: 'The aggregated value of Cash Receipts from Operating Activities; Direct; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cash Receipts from Operating Activities; Direct: Cash inflows from operating activities of continuing operations.' format: double nullable: true centralBankFundsPurchasedSecuritiesSoldUnderReverseRepoAgreementsAndSecuritiesLoanedNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true centralBankFundsPurchasedSecuritiesSoldUnderReverseRepurchaseAgreementsAndSecuritiesLoanedValue: type: number description: 'The aggregated value of Central Bank Funds Purchased; Securities Sold under Reverse Repurchase Agreements and Securities Loaned; is derived using all eligible companies who are constituents in the specified Morningstar Index. Central Bank Funds Purchased; Securities Sold under Reverse Repurchase Agreements and Securities Loaned: The aggregate of all funds and securities that a bank borrows at the central bank rate; sells with a repurchase agreement; and loans.' format: double nullable: true centralBankFundsSoldSecuritiesPurchasedUnderReverseRepoAgreementsAndSecuritiesBorrowedNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true centralBankFundsSoldSecuritiesPurchasedUnderReverseRepurchaseAgreementsAndSecuritiesBorrowedValue: type: number description: 'The aggregated value of Central Bank Funds Sold; Securities Purchased under Reverse Repurchase Agreements and Securities Borrowed; is derived using all eligible companies who are constituents in the specified Morningstar Index. Central Bank Funds Sold; Securities Purchased under Reverse Repurchase Agreements and Securities Borrowed: The aggregate of central bank funds sold; securities purchased under reverse repurchase agreements; and securities borrowed.' format: double nullable: true changesInOperatingCapitalNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true changesInOperatingCapitalValue: type: number description: 'The aggregated value of Changes in Operating Capital; is derived using all eligible companies who are constituents in the specified Morningstar Index. Changes in Operating Capital: Increase or decrease in operating capital between reporting periods.' format: double nullable: true commonEquityBookValueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true commonEquityBookValueValue: type: number description: 'The aggregagated value of Common Equity Book Value; is derived using all eligible companies who are constituents in the specified Morningstar Index. Common Equity Book Value: The amount of all common shareholders have invested in a company. This can be used to measure the original proceeds a company receives from issuing common equity and the changes related to the earnings; losses and dividend paid out. This is calculated using [Equity Attributable to Parent Stockholders] - [Preferred Stocks] - Stock Options/Warrants/Deferred Shares/Convertible Debentures].' format: double nullable: true commonStockNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true commonStockValue: type: number description: 'The aggregated value of Common Stock; is derived using all eligible companies who are constituents in the specified Morningstar Index. Common Stock: Value of issued common shares of the company.' format: double nullable: true costOfRevenueAndOperatingExpenseNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true costOfRevenueAndOperatingExpenseValue: type: number description: 'The aggregated value of Cost of Revenue and Operating Expense; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cost of Revenue and Operating Expense: This data point represents the cost and expenses associated with a company''s operating business. This can be used to measure the funds the company has devoted to generating revenue. This is calculated using Cost of Revenue + Operating Income/Expenses - Income from Grants Received; Operating - Other Income; Operating.' format: double nullable: true costOfRevenueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true costOfRevenueValue: type: number description: 'The aggregated value of Cost of Revenue; is derived using all eligible companies who are constituents in the specified Morningstar Index. Cost of Revenue: Costs incurred to provide the goods or services that generate revenue for the company.' format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' currentDebtAndCapitalLeaseObligationNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true currentDebtAndCapitalLeaseObligationValue: type: number description: 'The aggregated value of Current Debt and Capital Lease Obligation; is derived using all eligible companies who are constituents in the specified Morningstar Index. Current Debt and Capital Lease Obligation: Sum of the carrying values as of the Balance Sheet date; of all long-term debt and capital lease obligations that are expected to be repaid within one year or a normal operating cycle (whichever is longer).' format: double nullable: true currentDebtNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true currentDebtValue: type: number description: 'The aggregated value of Current Debt; is derived using all eligible companies who are constituents in the specified Morningstar Index. Current Debt: Sum of the carrying values as of the Balance Sheet date; of all short term debt having maturities due within one year or a normal operating cycle (whichever is longer).' format: double nullable: true debtAndCapitalLeaseObligationsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true debtAndCapitalLeaseObligationsValue: type: number description: 'The aggregated value of Debt and Capital Lease Obligations; is derived using all eligible companies who are constituents in the specified Morningstar Index. Debt and Capital Lease Obligations: The aggregate of all debt and capital lease obligations.' format: double nullable: true depreciationAmortizationAndDepletionCalculatedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true depreciationAmortizationAndDepletionCalculatedValue: type: number description: 'The aggregated value of Deprecn.; Amort. and Depletn. (Calc); is derived using all eligible companies who are constituents in the specified Morningstar Index. Deprecn.; Amort. and Depletn. (Calc): This data point represents the calculated variant of depreciation; amortization and depletion. This is calculated by summing up all Depreciation; Amortization and Depletion reported by the company.' format: double nullable: true depreciationAmortizationAndDepletionNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true depreciationAmortizationAndDepletionValue: type: number description: 'The aggregated value of Depreciation; Amortization and Depletion; is derived using all eligible companies who are constituents in the specified Morningstar Index. Depreciation; Amortization and Depletion: Non-cash expense to account for use and obsolescence of assets. Charged by allocating the cost of depreciable assets; intangible assets; or natural resources to the accounting periods of its expected useful life. Includes: amortization of leased property; intangibles; goodwill; and depletion' format: double nullable: true earningsBeforeInterestAndTaxNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true earningsBeforeInterestAndTaxValue: type: number description: 'The aggregated value of Earnings Before Interest and Tax (EBIT); is derived using all eligible companies who are constituents in the specified Morningstar Index. Earnings Before Interest and Tax (EBIT): This data point represents the earnings the company generated before paying the interest and tax expenses. This can be used to measure a company''s profitability. This is calculated by using the summation of Pretax Income and Net Interest Income/Expenses.' format: double nullable: true earningsBeforeInterestTaxAndAmortizationNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true earningsBeforeInterestTaxAndAmortizationValue: type: number description: 'The aggregated value of EBITA; is derived using all eligible companies who are constituents in the specified Morningstar Index. EBITA: This data point represents the earnings the company generated before interest; tax and amortization expenses. This can be used to measure a company''s profitability. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization minus Depreciation.' format: double nullable: true earningsBeforeInterestTaxDepreciationAmortizationAndRentNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true earningsBeforeInterestTaxDepreciationAmortizationAndRentValue: type: number description: 'The aggregated value of EBITDAR; is derived using all eligible companies who are constituents in the specified Morningstar Index. EBITDAR: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses. This can be used to measure a company''s profitability. This is calculated using EBITDA + Rent Expenses + Rent and Landing Fees.' format: double nullable: true earningsBeforeInterestTaxDepreciationAndAmortizationNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true earningsBeforeInterestTaxDepreciationAndAmortizationValue: type: number description: 'The aggregated value of EBITDA; is derived using all eligible companies who are constituents in the specified Morningstar Index. EBITDA: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses. This can be used to measure a company''s profitability. This is calculated using EBIT + Depreciation; Amortization and Depletion.' format: double nullable: true equityAttributableToParentStockholdersNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true equityAttributableToParentStockholdersValue: type: number description: 'The aggregated value of Equity Attributable to Parent Stockholders; is derived using all eligible companies who are constituents in the specified Morningstar Index. Equity Attributable to Parent Stockholders: Residual interest in the assets of the enterprise that remains after deducting its liabilities attributable to parent stockholders.' format: double nullable: true feesAndCommissionExpenseNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true feesAndCommissionExpenseValue: type: number description: 'The aggregated value of Fees and Commission Expense; is derived using all eligible companies who are constituents in the specified Morningstar Index. Fees and Commission Expense: Expenses associated with generating fees and commission revenue; such as the expense for providing services.' format: double nullable: true feesAndCommissionIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true feesAndCommissionIncomeValue: type: number description: 'The aggregated value of Fees and Commission Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Fees and Commission Income: Revenue generated from the aggregate of service revenue; asset management fees; trust fees; brokerage commission revenue; credit card fees; and other fees/commission income. Includes: all transaction-based revenues' format: double nullable: true freeCashFlowToEquityNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true freeCashFlowToEquityValue: type: number description: 'The aggregated value of Free Cash Flow to Equity (FCFE); is derived using all eligible companies who are constituents in the specified Morningstar Index. Free Cash Flow to Equity (FCFE): This calculation represents a company''s operating cash flow net of changes in net working capital and capital expenditures. This can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures.' format: double nullable: true freeCashFlowToFirmNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true freeCashFlowToFirmValue: type: number description: 'The aggregated value of Free Cash Flow to Firm (FCFF); is derived using all eligible companies who are constituents in the specified Morningstar Index. Free Cash Flow to Firm (FCFF): This calculation represents a company''s operating cash flow before paying out interest expenses and net of changes in net working capital and capital expenditures. This can be used to measure the cash a company has left over for all stakeholders after investing in the growth of its business. This is calculated using Cash Flow from Operating Activities + Tax effected Interest Expenses - Changes in Net Working Capital - Capital Expenditures.' format: double nullable: true fundsFromOperationsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true fundsFromOperationsValue: type: number description: 'The aggregated value of Funds from Operations (FFO); is derived using all eligible companies who are constituents in the specified Morningstar Index. Funds from Operations (FFO): This calculation represets the cash flow generated by real estate investment trusts (REITs). This can be used to measure the performance of REITs companies. This is calculated using Net Income + Depreciation and Amortization - Capital Gains from Property Sales.' format: double nullable: true goodwillNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true goodwillValue: type: number description: 'The aggregated value of Goodwill; is derived using all eligible companies who are constituents in the specified Morningstar Index. Goodwill: The excess of the cost of an acquired company over the sum of the fair market value of its identifiable individual assets less the liabilities.' format: double nullable: true grossProfitNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true grossProfitValue: type: number description: 'The aggregated value of Gross Profit; is derived using all eligible companies who are constituents in the specified Morningstar Index. Gross Profit: Difference between the total revenue and the sum of all direct costs incurred to generate the revenue.' format: double nullable: true incomeAfterTaxesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true incomeAfterTaxesValue: type: number description: 'The aggregated value of Income After Taxes; is derived using all eligible companies who are constituents in the specified Morningstar Index. Income After Taxes: This calculation represents the company''s after-tax earnings for the period. The calculation differs from Net Income; because it excludes Earnings from Equity Interests. This is calculated using Pretax Income minus Provision for Income Tax.' format: double nullable: true interestAndDividendIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true interestAndDividendIncomeValue: type: number description: 'The aggregated value of Interest and Dividend Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Interest and Dividend Income: This calculation represents the summation of a company''s interest; dividend and investment income. This can be used to measure a company''s investing and financing performance. This is calculated using Interest Income + Dividend and Investment Income.' format: double nullable: true interestExpenseCalculatedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true interestExpenseCalculatedValue: type: number description: 'The aggregated value of Interest Expense(Calc); is derived using all eligible companies who are constituents in the specified Morningstar Index. Interest Expense(Calc): This data point represents the calculated variant of interest expense. This is calculated by taking the Reported Interest Expense Net of capitalized interest if available; or Interest Expense net of Interest Income.' format: double nullable: true interestExpenseCostOfRevenueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true interestExpenseCostOfRevenueValue: type: number description: 'The aggregated value of Interest Expense; Cost of Revenue; is derived using all eligible companies who are constituents in the specified Morningstar Index. Interest Expense; Cost of Revenue: Total expenses from interest payments related to holding deposits; debt; capital lease obligations; repurchase agreements; and other activities.' format: double nullable: true interestIncomeRevenueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true interestIncomeRevenueValue: type: number description: 'The aggregated value of Interest Income; Revenue; is derived using all eligible companies who are constituents in the specified Morningstar Index. Interest Income; Revenue: Total revenue from interest generated through loans/leases to customers; securities; deposits; repurchase agreements; and other sources.' format: double nullable: true inventoriesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true inventoriesValue: type: number description: 'The aggregated value of Inventories; is derived using all eligible companies who are constituents in the specified Morningstar Index. Inventories: Merchandise bought or produced for resale; or supplies and raw materials purchased for use in revenue producing operations; that are expected to be turned into cash within one year or a normal operating cycle (whichever is longer).' format: double nullable: true investedCapitalNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true investedCapitalValue: type: number description: 'The aggregated value of Invested Capital; is derived using all eligible companies who are constituents in the specified Morningstar Index. Invested Capital: This calculation represents the total amount of cash that has been raised and invested in the company by issuing shares and debt. This can be used along with other metrics to measure the company''s ability to utilize its capital to generate profit. This is calculated by summing up Total Equity; Debt and Capital Lease obligations.' format: double nullable: true irregularIncomeExpenseCalculatedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true irregularIncomeExpenseCalculatedValue: type: number description: 'The aggregated value of Irregular Income/Expense (Calc); is derived using all eligible companies who are constituents in the specified Morningstar Index. Irregular Income/Expense (Calc): This data point represents the calculated variant of irregular income/expense. This is calculated by summing up all Irregular Income/Expense reported by the company.' format: double nullable: true loansAndAdvancesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true loansAndAdvancesValue: type: number description: 'The aggregated value of Loans and Advances; is derived using all eligible companies who are constituents in the specified Morningstar Index. Loans and Advances: The aggregate amount of loans receivable and advances made to banks; institutions; or customers. Includes: mortgages and other loans; which are stated at the lower of cost or market (approximates fair value)' format: double nullable: true longTermDebtAndCapitalLeaseObligationNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true longTermDebtAndCapitalLeaseObligationValue: type: number description: 'The aggregated value of Long Term Debt and Capital Lease Obligation; is derived using all eligible companies who are constituents in the specified Morningstar Index. Long Term Debt and Capital Lease Obligation: Sum of the carrying values as of the balance sheet date; of all long-term debt and capital lease obligations that is expected to be repaid beyond one year or a normal operating cycle (whichever is longer).' format: double nullable: true longTermDebtNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true longTermDebtValue: type: number description: 'The aggregated value of Long Term Debt; is derived using all eligible companies who are constituents in the specified Morningstar Index. Long Term Debt: Sum of the carrying values as of the balance sheet date; of all long-term debt having maturities due beyond one year or a normal operating cycle (whichever is longer).' format: double nullable: true netCashFlowFromContinuingOperatingActivitiesDirectNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netCashFlowFromContinuingOperatingActivitiesDirectValue: type: number description: 'The aggregated value of Net Cash Flow from Continuing Operating Activities; Direct; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Cash Flow from Continuing Operating Activities; Direct: Net change in cash balance from operating activities of continuing operations.' format: double nullable: true netCashFlowFromContinuingOperatingActivitiesIndirectNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netCashFlowFromContinuingOperatingActivitiesIndirectValue: type: number description: 'The aggregated value of Net Cash Flow from Continuing Operating Activities; Indirect; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Cash Flow from Continuing Operating Activities; Indirect: Net change in cash balance for operating activities of continuing operations under the indirect method.' format: double nullable: true netDebtNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netDebtValue: type: number description: 'The aggregated value of Net Debt; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Debt: This calculation represents the value a company''s debt after deducting cash and other liquid assets. This can be used to measure a company''s ability to cover its debt obligations by using only its cash and other liquid assets. This is calculated using Total Debt minus Cash; Cash Equivalents and Short Term Investments.' format: double nullable: true netFeesAndCommissionIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netFeesAndCommissionIncomeValue: type: number description: 'The aggregated value of Net Fees and Commission Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Fees and Commission Income: Fees and commission income less fees and commission expense.' format: double nullable: true netIncomeAfterNonControllingMinorityInterestsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netIncomeAfterNonControllingMinorityInterestsValue: type: number description: 'The aggregated value of Net Income after Non-Controlling/Minority Interests; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Income after Non-Controlling/Minority Interests: Net income or loss of the company after non-controlling interests attribution.' format: double nullable: true netIncomeAvailableToCommonStockholdersNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netIncomeAvailableToCommonStockholdersValue: type: number description: 'The aggregated value of Net Income Available to Common Stockholders; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Income Available to Common Stockholders: Net income available to common stockholders after accounting for all adjustments and preferred dividends.' format: double nullable: true netIncomeFromContinuingOperationsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netIncomeFromContinuingOperationsValue: type: number description: 'The aggregated value of Net Income from Continuing Operations; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Income from Continuing Operations: Net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations.' format: double nullable: true netIntangibleAssetsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netIntangibleAssetsValue: type: number description: 'The aggregated value of Net Intangible Assets; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Intangible Assets: Total net book value of goodwill and all intangible assets. Calculated using Gross Goodwill and Other Intangible assets; less Accumulated Amortization and Impairments.' format: double nullable: true netInterestIncomeExpenseCalculatedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netInterestIncomeExpenseCalculatedValue: type: number description: 'The aggregated value of Net Interest Income/Expense (Calc); is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Interest Income/Expense (Calc): This data point represents the calculated variant of net Interest income/expense. This is calculated by using the most complete version of either reported Net Interest Income/Expense or Net Interest Income/Expense from supplemental information.' format: double nullable: true netInterestIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netInterestIncomeValue: type: number description: 'The aggregated value of Net Interest Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Interest Income: Interest income less interest expense.' format: double nullable: true netInvestmentIncomeRevenueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netInvestmentIncomeRevenueValue: type: number description: 'The aggregated value of Net Investment Income; Revenue; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Investment Income; Revenue: Net income on investments after adjusting for losses; impairment; and reversals.' format: double nullable: true netOperatingProfitAfterTaxNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netOperatingProfitAfterTaxValue: type: number description: 'The aggregated value of Net Operating Profit After Tax (NOPAT); is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Operating Profit After Tax (NOPAT): This calculation represents the tax affected operating earnings the company generated for the period. This can be used to measure a company''s profitability. This is calculated using Net Income from Continuing Operations plus tax affected Net Interest Income/Expense minus tax affected Dividend and Investment Income.' format: double nullable: true netPremiumsEarnedNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netPremiumsEarnedValue: type: number description: 'The aggregated value of Net Premiums Earned; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Premiums Earned: Net revenue from insurance premiums. Includes: net bank-owned life insurance income; gross premiums; and claims reported above operating expenses' format: double nullable: true netPropertyPlantAndEquipmentNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netPropertyPlantAndEquipmentValue: type: number description: 'The aggregated value of Net Property; Plant and Equipment; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Property; Plant and Equipment: Total net book value of all the tangible assets that are used by a company in its business operations. Calculated using Gross Property; Plant and Equipment; less Accumulated Depreciation and Impairment.' format: double nullable: true netTangibleAssetsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true netTangibleAssetsValue: type: number description: 'The aggregated value of Net Tangible Assets; is derived using all eligible companies who are constituents in the specified Morningstar Index. Net Tangible Assets: This data point represents the value of a company''s total assets net of intangible items such as goodwill; patents; etc. This can be used to measure the portion of a company''s total assets that are tangible. This is calculated using Total Assets minus Net Intangible Assets.' format: double nullable: true nonInterestExpensesAndOtherIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true nonInterestExpensesAndOtherIncomeValue: type: number description: 'The aggregated value of Non-Interest Expenses and Other Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Non-Interest Expenses and Other Income: Sum of all non-interest expenses; income from participating interests; irregular income/expenses; and other income/expense that does not fit in any of the previous categories.' format: double nullable: true nonInterestIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true nonInterestIncomeValue: type: number description: 'The aggregated value of Non-Interest Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Non-Interest Income: Total revenue less net interest income.' format: double nullable: true nonOperatingIncomeExpensesTotalNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true nonOperatingIncomeExpensesTotalValue: type: number description: 'The aggregated value of Non-Operating Income/Expenses; Total; is derived using all eligible companies who are constituents in the specified Morningstar Index. Non-Operating Income/Expenses; Total: Aggregate value of all income and expenses not associated with normal business operations and recognized by the company in the non-operating section of the Income Statement.' format: double nullable: true normalizedEarningsBeforeInterestAndTaxNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEarningsBeforeInterestAndTaxValue: type: number description: 'The aggregated value of Normalized EBIT; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized EBIT: This represents earnings before interest and taxes adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company''s profitability. This is calculated by using Earnings before Interest and Tax plus/minuse any tax affected unusual items.' format: double nullable: true normalizedEarningsBeforeInterestTaxDepreciationAmortizationAndRentNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEarningsBeforeInterestTaxDepreciationAmortizationAndRentValue: type: number description: 'The aggregated value of Normalized EBITDAR; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized EBITDAR: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company''s profitability. This is calculated using Earnings Before Interest; Tax; Depreciation; Amortization and Rent expenses plus/minus any unusual Items.' format: double nullable: true normalizedEarningsBeforeInterestTaxDepreciationAndAmortizationNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedEarningsBeforeInterestTaxDepreciationAndAmortizationValue: type: number description: 'The aggregated value of Normalized EBITDA; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized EBITDA: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to fairly measure a company''s profitability. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization plus/minus any unusual Items.' format: double nullable: true normalizedIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedIncomeValue: type: number description: 'The aggregated value of Normalized Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Income: This calculation represents earnings adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to fairly measure a company''s profitability. This is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs.' format: double nullable: true normalizedPretaxProfitNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedPretaxProfitValue: type: number description: 'The aggregated value of Normalized Pretax Profit; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Pretax Profit: The aggregated value of Normalized Pretax Profit; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized Pretax Profit: The pretax earnings adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company''s profitability. This is calculated using Pretax income plus/minus any unusual items.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true preferredStockNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true preferredStockValue: type: number description: 'The aggregated value of Preferred Stock; is derived using all eligible companies who are constituents in the specified Morningstar Index. Preferred Stock: Class of shares in the company that has a claim prior to common shareholders on the earnings of the company and on the assets in the event of liquidation. Includes: convertible preferred stock; equity redeemable preferred stock; equity other preferred stock' format: double nullable: true pretaxIncomeNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true pretaxIncomeValue: type: number description: 'The aggregated value of Pretax Income; is derived using all eligible companies who are constituents in the specified Morningstar Index. Pretax Income: Income or loss generated during the accounting period before accounting for any federal; state or local taxes. Excludes: extraordinary items reported net of taxes' format: double nullable: true provisionAndImpairmentForLoanLossesAndCreditRiskNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true provisionAndImpairmentForLoanLossesAndCreditRiskValue: type: number description: 'The aggregated value of Provision and Impairment for Loan Losses and Credit Risk; is derived using all eligible companies who are constituents in the specified Morningstar Index. Provision and Impairment for Loan Losses and Credit Risk: Losses and provisions that relate to loan defaults; credit risk and doubtful accounts. Includes: provision for impairment of loans; write off/ reversal/ recovery /provision of bad debt and doubtful accounts' format: double nullable: true provisionForIncomeTaxNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true provisionForIncomeTaxValue: type: number description: 'The aggregated value of Provision for Income Tax; is derived using all eligible companies who are constituents in the specified Morningstar Index. Provision for Income Tax: Sum of all taxes on income earned or expensed during the accounting period.' format: double nullable: true reinsuranceAssetsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true reinsuranceAssetsValue: type: number description: 'The aggregated value of Reinsurance Assets; is derived using all eligible companies who are constituents in the specified Morningstar Index. Reinsurance Assets: All reinsurance related assets; including share of reinsurance contracts and reinsurance recoveries. Excludes: reinsurance receivables' format: double nullable: true reinsuranceLiabilitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true reinsuranceLiabilitiesValue: type: number description: 'The aggregated value of Reinsurance Liabilities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Reinsurance Liabilities: Liabilities related to reinsurance; if reported separately by the insurance company. This includes estimated policy benefits; claims and losses due to reinsurance contracts.' format: double nullable: true researchAndDevelopmentExpensesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true researchAndDevelopmentExpensesValue: type: number description: 'The aggregated value of Research and Development Expenses; is derived using all eligible companies who are constituents in the specified Morningstar Index. Research and Development Expenses: Costs incurred for creating and developing new processes; applications; techniques and products.' format: double nullable: true reservesForBenefitsClaimsAndLossesExpenseNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true reservesForBenefitsClaimsAndLossesExpenseValue: type: number description: 'The aggregated value of Reserves for Benefits;Claims and Losses Expense; is derived using all eligible companies who are constituents in the specified Morningstar Index. Reserves for Benefits;Claims and Losses Expense: Sum of insurance contract liabilities/reserves and investment contract liabilities.' format: double nullable: true sellingGeneralAndAdministrativeExpensesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true sellingGeneralAndAdministrativeExpensesValue: type: number description: 'The aggregated value of Selling; General and Administrative Expenses; is derived using all eligible companies who are constituents in the specified Morningstar Index. Selling; General and Administrative Expenses: Sum of all costs incurred relating to selling; general and administrative functions.' format: double nullable: true staffCostsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true staffCostsValue: type: number description: 'The aggregated value of Staff Costs; is derived using all eligible companies who are constituents in the specified Morningstar Index. Staff Costs: Sum of all costs incurred by the company relating to employees; officers; and directors. For example; remuneration or wages; stock based compensation; social security; pension; and other employee benefits.' format: double nullable: true tangibleBookValueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tangibleBookValueValue: type: number description: Total Outstanding Amount Of Senior Securitized Bonds And Notes format: double nullable: true totalAssetsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalAssetsValue: type: number description: 'The aggregated value of Total Assets; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Assets: Sum of all assets; as recorded in the Balance Sheet.' format: double nullable: true totalCapitalLeaseObligationsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalCapitalLeaseObligationsValue: type: number description: 'The aggregated value of Total Capital Lease Obligations; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Capital Lease Obligations: This data point represents the summation of all current and long term portions of capital lease obligations that are listed on a company''s balance sheet' format: double nullable: true totalCurrentAssetsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalCurrentAssetsValue: type: number description: 'The aggregated value of Total Current Assets; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Current Assets: Sum of all assets that are expected to be realized in cash; sold or consumed within one year or a normal operating cycle (whichever is longer).' format: double nullable: true totalCurrentLiabilitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalCurrentLiabilitiesValue: type: number description: 'The aggregated value of Total Current Liabilities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Current Liabilities: Sum of all liabilities/obligations that are expected to be repaid within one year or a normal operating cycle (whichever is longer).' format: double nullable: true totalDebtNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalDebtValue: type: number description: 'The aggregated value of Total Debt; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Debt: This calculation represents the value of the company''s total borrowing obiligations. This can be used to measure the company''s financial leverage. This is calculated by summing Long Term Debt and Capital Lease Obligations with Current Debt and Capital Lease Obligations. For Banks and Insurance companies Deposits and Securities sold under Repurchase Agreements are also considered. Furthermore for Banks; Advances and Funds purchased from Central Banks; Bank Acceptances and Other borrowed funds are considered.' format: double nullable: true totalDepositsAssetsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalDepositsAssetsValue: type: number description: 'The aggregated value of Total Deposits Assets; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Deposits Assets: Sum of deposits made under assumed reinsurance contracts; deposits paid for business and fixed assets; statutory deposits; pledged deposits at banks; term deposits; and other deposit assets.' format: double nullable: true totalDepositsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalDepositsValue: type: number description: 'The aggregated value of Total Deposits; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Deposits: Sum of deposits by banks and institutions; deposits by customers; non-interest-bearing/demand deposits; interest-bearing/time/savings deposits; and deposit certificates.' format: double nullable: true totalEquityNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalEquityValue: type: number description: 'The aggregated value of Total Equity; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Equity: Equity attributable to stockholders and non-controlling/minority interests.' format: double nullable: true totalExpensesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalExpensesValue: type: number description: 'The aggregated value of Total Expenses; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Expenses: Sum of all expenses incurred during the period.' format: double nullable: true totalInvestmentsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalInvestmentsValue: type: number description: 'The aggregated value of Total Investments; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Investments: The aggregate of all investments; including long term equity investments; investments in financial assets; etc.' format: double nullable: true totalLiabilitiesAndEquityNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalLiabilitiesAndEquityValue: type: number description: 'The aggregated value of Total Liabilities And Equity; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Liabilities And Equity: This data point represents the sum of Total Liabilities and Total Equity as listed on the company''s balance sheet.' format: double nullable: true totalLiabilitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalLiabilitiesValue: type: number description: 'The aggregated value of Total Liabilities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Liabilities: Total value of all liabilities recorded by the company.' format: double nullable: true totalNetFinanceIncomeExpenseNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalNetFinanceIncomeExpenseValue: type: number description: 'The aggregated value of Total Net Finance Income/Expense; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Net Finance Income/Expense: Difference between total interest and other finance income and total interest and other finance expense reported in the non-operating section of the Income Statement.' format: double nullable: true totalOperatingProfitLossNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalOperatingProfitLossValue: type: number description: 'The aggregated value of Total Operating Profit/Loss; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Operating Profit/Loss: Profit or loss realized by calculating the difference between sales and total operating expenses.' format: double nullable: true totalRevenueNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalRevenueValue: type: number description: 'The aggregated value of Total Revenue; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Revenue: Sum of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances.' format: double nullable: true totalUnusualItemsExcludingGoodwillNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalUnusualItemsExcludingGoodwillValue: type: number description: 'The aggregated value of Total Unusual Items Excluding Goodwill; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Unusual Items Excluding Goodwill: This calculation represents the amount of all the irregular and non-recurring items reported by the company except for Goodwill Impairments and Write Offs. This can be used to measure the company''s profitability from normal; on going operations. This is calculated by summing all of the irregular and non-recurring items minus Goodwill Impairments and Write Offs.' format: double nullable: true totalUnusualItemsNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true totalUnusualItemsValue: type: number description: 'The aggregated value of Total Unusual Items; is derived using all eligible companies who are constituents in the specified Morningstar Index. Total Unusual Items: This calculation represents the amount of all the irregular and non-recurring items reported by the company. This can be used to measure the company''s profitability from normal; on going operations. This is calculated by summing all of the irregular and non-recurring items.' format: double nullable: true tradeAccountsPayableCurrentNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tradeAccountsPayableCurrentValue: type: number description: 'The aggregated value of Trade/Accounts Payable; Current; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trade/Accounts Payable; Current: Claims of trade creditors for unpaid goods or services that are due within one year or a normal operating cycle (whichever is longer).' format: double nullable: true tradeAccountsPayableNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tradeAccountsPayableValue: type: number description: 'The aggregated value of Trade/Accounts Payable; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trade/Accounts Payable: Amounts billed to a company by its suppliers for goods delivered to or services consumed by the company in the ordinary course of business.' format: double nullable: true tradeAccountsReceivableCurrentNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tradeAccountsReceivableCurrentValue: type: number description: 'The aggregated value of Trade/Accounts Receivable; Current; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trade/Accounts Receivable; Current: Net value of amount due from customers/clients or other parties; within one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business.Includes: Billed Receivables' format: double nullable: true tradeAccountsReceivableNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tradeAccountsReceivableValue: type: number description: 'The aggregated value of Trade/Accounts Receivable; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trade/Accounts Receivable: Amount due from customers or clients for products or services that have been delivered or sold in the normal course of business.' format: double nullable: true tradeAndOtherPayablesCurrentNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tradeAndOtherPayablesCurrentValue: type: number description: 'The aggregated value of Trade and Other Payables; Current; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trade and Other Payables; Current: Sum of all payables owed; due for payment within one year or a normal operating cycle (whichever is longer).' format: double nullable: true tradingAndFinancialLiabilitiesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true tradingAndFinancialLiabilitiesValue: type: number description: 'The aggregated value of Trading and Financial Liabilities; is derived using all eligible companies who are constituents in the specified Morningstar Index. Trading and Financial Liabilities: Sum of the carrying values as of the balance sheet date of all financial liabilities held for trading or designated as fair value through profit and loss; debt and capital lease obligations; underwriting securities liabilities; and derivative and hedging liabilities.' format: double nullable: true unearnedPremiumsLiabilitiesReservesNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true unearnedPremiumsLiabilitiesReservesValue: type: number description: 'The aggregated value of Unearned Premiums Liabilities/Reserves; is derived using all eligible companies who are constituents in the specified Morningstar Index. Unearned Premiums Liabilities/Reserves: Premiums to be earned in future years in relation to the insurance coverage provided.' format: double nullable: true workingCapitalNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true workingCapitalValue: type: number description: 'The aggregated value of Working Capital; is derived using all eligible companies who are constituents in the specified Morningstar Index. Working Capital: This calculation represents the difference between the company''s current assets and current liabilities. This can be used to measure a company''s efficiency and its short term financial health. This is calculated using Total Current Assets minus Total Current Liabilities.' format: double nullable: true additionalProperties: false title: OutputAggregationFinancialStatementsSimpleSummation OutputAggregationProfitability: type: object properties: periodEndDate: type: string description: The month-end date of the industry aggregated value nullable: true freeCashFlowToNetIncomeRatioNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true freeCashFlowToNetIncomeRatioValue: type: number description: 'The aggregated value of FCF to Net Income Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. FCF to Net Income Ratio: This ratio represents the value of a company''s free cash flow relative to its net income. This can be used to measure a company''s ability to transfer each dollar worth of earnings into cash. This is calculated using the Free Cash Flow divided by Net Income.' format: double nullable: true freeCashFlowToSalesRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true freeCashFlowToSalesRatioValue: type: number description: 'The aggregated value of FCF to Sales Ratio; is derived using all eligible companies who are constituents in the specified Morningstar Index. FCF to Sales Ratio: This ratio represents the value of a company''s free cash flow relative to its total revenue. This can be used to measure a company''s ability to convert each dollar worth of revenue into cash. This is calculated using the Free Cash Flow divided by Total Revenue.' format: double nullable: true normalizedReturnOnAssetRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedReturnOnAssetRatioValue: type: number description: 'The aggregated value of Normalized ROA; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized ROA: This ratio represents the value of a company''s normalized income relative to its total assets. This can be used to measure the company''s ability to utilize its assets efficiently to generate earnings from its normal operations. This is calculated using Normalized Income (TTM) divided by Average Total Assets.' format: double nullable: true normalizedReturnOnEquityRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true normalizedReturnOnEquityRatioValue: type: number description: 'The aggregated value of Normalized ROE; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized ROE: This ratio represents the value of a company''s normalized income relative to its total equity. This can be used to measure the company''s ability to utilize its equity efficiently to generate earnings from its normal operations. This is calculated using Normalized Income (TTM) divided by Average Total Equity.' format: double nullable: true normalizedReturnOnInvestedCapitalRatioNumberOfEligibleCompanies: type: number description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: double nullable: true normalizedReturnOnInvestedCapitalRatioValue: type: number description: 'The aggregated value of Normalized ROIC; is derived using all eligible companies who are constituents in the specified Morningstar Index. Normalized ROIC: This ratio represents the value of a company''s normalized net operating profit after tax relative to its Invested Capital. This can be used to measure the company''s ability to utilize its invested capital efficiently to generate earnings from its normal operations. This is calculated using Normalized Net operating profit after tax (TTM) divided by Invested Capital.' format: double nullable: true numberOfCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector format: int32 nullable: true returnOnAssetRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true returnOnAssetRatioValue: type: number description: 'The aggregated value of Return on Asset Ratio (ROA); is derived using all eligible companies who are constituents in the specified Morningstar Index. Return on Asset Ratio (ROA): This ratio represents the value of a company''s net income relative to its total assets. This can be used to determine how much profit a company generates on its asset base. This is calculated using Net Income from Continuting Operations (TTM) divided by Average Total Assets.' format: double nullable: true returnOnEquityRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true returnOnEquityRatioValue: type: number description: 'The aggregated value of Return on Equity Ratio (ROE); is derived using all eligible companies who are constituents in the specified Morningstar Index. Return on Equity Ratio (ROE): This ratio represents the value of a company''s net income relative to its total equity. This can be used to determine how much profit a company generates on the money shareholders have invested in the firm. This is calculated using Net Income from Continuting Operations (TTM) divided by Average Total Equity' format: double nullable: true returnOnInvestedCapitalRatioNumberOfEligibleCompanies: type: integer description: The number of companies assigned to each level of the industry/industry group/sector classification within a particular country that has a qualifying value included in the calculation of the aggregated value; or if 'GBL'; the number of companies across the globe assigned to that industry/industry group/sector with a qualifying value included in the calculation of the aggregated value. format: int64 nullable: true returnOnInvestedCapitalRatioValue: type: number description: 'The aggregated value of Return on Invested Capital Ratio (ROIC); is derived using all eligible companies who are constituents in the specified Morningstar Index. Return on Invested Capital Ratio (ROIC): This ratio represents the value of a company''s net operating profit after tax relative to its Invested Capital. This can be used to measure how much profit a company generates on its capital base. This is calculated using Net operating profit after tax (TTM) divided by Invested Capital.' format: double nullable: true additionalProperties: false title: OutputAggregationProfitability responses: ResponseEquityIndustryAggregatesOperationRatios: description: OK content: application/json: schema: type: object properties: aggregationEfficiencyRatios: $ref: '#/components/schemas/OutputAggregationEfficiencyRatios' aggregationFinancialHealthRatios: $ref: '#/components/schemas/OutputAggregationFinancialHealthRatios' aggregationLeverage: $ref: '#/components/schemas/OutputAggregationLeverage' aggregationMargins: $ref: '#/components/schemas/OutputAggregationMargins' aggregationMonthlyDividendMetrics: $ref: '#/components/schemas/OutputAggregationMonthlyDividendMetrics' aggregationProfitability: $ref: '#/components/schemas/OutputAggregationProfitability' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityIndustryAggregatesDividendYields: description: OK content: application/json: schema: type: object properties: aggregationDailyDividendMetrics: $ref: '#/components/schemas/OutputAggregationDailyDividendMetrics' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseInternalServerError: description: Internal Server content: application/json: schema: $ref: '#/components/schemas/OutputErrorDetails' ResponseEquityIndustryAggregatesPriceMultiples: description: OK content: application/json: schema: type: object properties: aggregationPriceMultiples: $ref: '#/components/schemas/OutputAggregationPriceMultiples' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityIndustryAggregatesFinancialStatements: description: OK content: application/json: schema: type: object properties: aggregationFinancialStatementsSimpleSummation: $ref: '#/components/schemas/OutputAggregationFinancialStatementsSimpleSummation' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityIndustryAggregatesEnterpriseValueRatios: description: OK content: application/json: schema: type: object properties: aggregationEnterpriseValueCalculations: $ref: '#/components/schemas/OutputAggregationEnterpriseValueCalculations' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityAggregatesFinancials: description: OK content: application/json: schema: type: object properties: aggregationDailyDividendMetrics: $ref: '#/components/schemas/OutputAggregationDailyDividendMetrics' aggregationEnterpriseValueCalculations: $ref: '#/components/schemas/OutputAggregationEnterpriseValueCalculations' aggregationFinancialStatementsSimpleSummation: $ref: '#/components/schemas/OutputAggregationFinancialStatementsSimpleSummation' aggregationEfficiencyRatios: $ref: '#/components/schemas/OutputAggregationEfficiencyRatios' aggregationFinancialHealthRatios: $ref: '#/components/schemas/OutputAggregationFinancialHealthRatios' aggregationLeverage: $ref: '#/components/schemas/OutputAggregationLeverage' aggregationMargins: $ref: '#/components/schemas/OutputAggregationMargins' aggregationMonthlyDividendMetrics: $ref: '#/components/schemas/OutputAggregationMonthlyDividendMetrics' aggregationProfitability: $ref: '#/components/schemas/OutputAggregationProfitability' aggregationPriceMultiples: $ref: '#/components/schemas/OutputAggregationPriceMultiples' aggregationPriceYields: $ref: '#/components/schemas/OutputAggregationPriceYields' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityIndustryAggregatesPriceYields: description: OK content: application/json: schema: type: object properties: aggregationPriceYields: $ref: '#/components/schemas/OutputAggregationPriceYields' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseBadRequest: description: Bad Request content: application/json: schema: $ref: '#/components/schemas/OutputErrorDetails' securitySchemes: BasicAuth: type: http scheme: basic