Financial Metrics Section in Morningstar mutual fund report (blue arrow with white cross?)
Personal Finance & Money Asked by ttinggggg on July 12, 2021
Just wondering if anyone out there knows what these blue arrow with white crosses mean under "Financial Metrics". I see them in almost all Morningstar mutual fund reports. Unsure why they would use such an ambiguous graphic. Here’s a screenshot:
One Answer
It means that you have to upgrade to a Morningstar Premium subscription to actually see the data. The data is currently not available to you unless you subscribe.
I happen to know this because all such purple arrows on Morningstar's website (e.g. on https://www.morningstar.com/etfs/arcx/spy/parent [screenshot]) lead to a Morningstar Premium sign up page (screenshot) when you click on them.
This is even more obvious when you look at Morningstar Memberships (screenshot).
The publicly-accessible equivalent of the fund report in your question can be found here: HSBC US Equity Investor (screenshot). Notice how the purple arrows are clickable here, unlike those in the report you have.
Correct answer by Flux on July 12, 2021
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