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INFORMATION DESIGN

Morningstar Magazine

Morningstar’s bimonthly print publication highlights our thought leadership research on timely investing topics.

DISCLAIMER

All work is the sole property of Morningstar Inc.

Our magazine team—led by art director Alex Skoirchet—emphasized visual clarity and editorial richness in our charting philosophy. (Placeholder icon.)

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Morningstar’s unique breadth of intellectual property challenged design to develop new visualization types to express our data story.

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DATA DASHBOARD

market barometer

Market Barometer tracks the performance of our country-specific indexes.

valuation lens

Valuation Lens aggregates our equity analysts’ proprietary price-to-fair value ratios.

fund flows

Fund Flows follows worldwide trends of actively-managed investments.

PERFORMANCE CLOCKS

Using the familiar face of a clock, we graphed regional monthly-returns to the twelve ticks. The starburst shape allow for immediate trends to emerge while small multiples of the form allows for seamless comparisons.

performance clocks performance clocks detail

Article and concept by David Harrell

PORTFOLIO MAP

Plotting a portfolio’s underlying holdings by weighting and sector allows for a dynamic view of the main drivers of a fund’s composition.

portfolio map

Article and concept by David Harrell

ACTIVE V. PASSIVE

active v. passive

An extreme outlier allowed for a playful moment at the bottom of the page to preserve the legibility of the dispersion data.

Article and concept by David Harrell

QUANT U

quant u

Separation of multiple layers of micro/macro information to strengthen data density.

quant u

Implementation of editorial cues directly on the chart help further deeper comprehension.

PERFORMANCE CURRENTS

Tracking the quarterly flow of optimal (and sub-optimal) market performance by market cap and investment style.

performance currents

Article and concept by David Harrell

DISPERSION

Tracking performance trends of six emerging-market funds while maintaining the context of their peer group of qualified funds.

dispersion

Article and concept by David Harrell

SPOTLIGHT

spotlight2

I just enjoy this spread. I’ll write something insightful about it later.

PORTFOLIO STACK

An investigation into emerging-markets fund composition by comparing the regional exposure of three key funds to the category benchmark.

portfolio stack

Article and concept by David Harrell